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ProShares files for 22 new ETFs
ProShares, the company famous for its long and short funds, has filed with the SEC to introduce ETFs that covers 22 different slices of the market. For each slice, ProShares is planning to introduce...
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Dow at new high and dividend distributions
I think by now many people are probably already aware that the Dow Jones Industrials Average (DJIA) Index closed on a new all-time high of 11,727.34 on Oct 3, 2006. The previous highest close was...
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Breakeven point for an investment in S&P500 index
The recent highs of the Dow Jones Industrials Average prompted me to look into whether a lump-sum investment at the peak of the S&P 500 has reached the breakeven point. According to data from Yahoo...
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Listed Private Equity ETF starts trading on Oct 24
Previously, I wrote about PowerShares’ intention to launch a ETF that invests in private equity. I received an email from PowerShares that this ETF (ticker PSP) will start trading on Tuesday, October...
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A closer look at Powershare’s Listed Private Equity ETF
Powershare’s Listed Private Equity ETF (ticker PSP) started trading on Oct 24, 2006. The trading volume on the first two days were quite reasonable, averaging around 100k shares traded each day. This...
View ArticleInvestment in S&P500 ETF breakevens today
In October, I wrote that an investment into SPY, the S&P500 ETF, at the peak of the S&P 500 on Mar 24, 2000 would breakeven when it reaches a price of $139.23. After about six and a half years,...
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International Real Estate ETF launched
I just read from a post on the Diehards forum that SSgA’s international real estate ETF (ticker RWX) had started trading yesterday. According to the fact sheet, this ETF tracks the DJ Wilshire Ex-US...
View ArticleETF substitutes for my portfolio
Recently, I applied for the Wells Fargo Portfolio Management Account (PMA) so that I can take advantage of their 100 free trades offer per year for every linked account. The 100 free trades offer is...
View ArticleVanguard FTSE All-World ex USA Index
According to this post on the “Diehards in the Vanguard” forum, the Vanguard FTSE All-World ex USA index funds and ETF will start trading soon. This information comes from the SEC filing here. For the...
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Vanguard FTSE All World Ex USA ETF debuts
After a delay of about one week, Vanguard’s FTSE All World Ex USA equity index ETF (ticker VEU) finally started trading today. It ended the day with a respectable volume of more than 110k shares....
View ArticleBoglehead’s investing reference library
The Bogleheads forum, formerly known as the Vanguard Diehards forum, has, in a very short time, accumulated a very good collection of investing articles in the reference library. This is attributed to...
View ArticleSSgA’s International Small-Cap ETF launched
I just read this from the Bogleheads forum. State Street’s SPDR® S&P® International Small Cap ETF (ticker GWX) will start trading tomorrow. The expense ratio is 0.60%. I think many people have been...
View ArticleSogoinvest did not classify qualified dividends
Last year, I invested in a few ETFs using Sogoinvest and these ETFs had some income dividends distributions. After I received the 1099DIV form from Sogoinvest, I noticed that all the dividends are...
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Emerging markets small-cap “value” ETF launched today
WisdomTree’s Emerging Markets SmallCap Dividend ETF (ticker DGS) started trading today. This ETF, which tracks the WisdomTree Emerging Markets SmallCap Dividend Index, demonstrates a significant...
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Should I convert VEIEX to VWO ETF?
Vanguard has been offering ETF classes of several of their conventional mutual shares for some time now. One of the most interesting feature, which is unique to Vanguard as far as I know, is the...
View ArticleIs it worthwhile to pay the ETF conversion fee?
Based on my previous post on whether to convert my VEIEX (Vanguard Emerging Market Index Fund) holding to VWO (ETF class), I thought it would be a good exercise for me to try to build a simple...
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Review of VEIEX to VWO ETF conversion at VBS
For various reasons already discussed (Should I convert…? and Is it worthwhile to pay the ETF conversion fee?), I recently converted my Vanguard Emerging Markets Index mutual fund holding (VEIEX) to...
View ArticleSequence for ETF tax-loss harvesting
A recent question on the Bogleheads forum was Exact sequence of an ETF TLH transaction: Is there a recommended method of doing a TLH? I tend to like to TLH on market downturns if at all possible....
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Taxable investment-grade bond ETFs
I am looking for an investment-grade bond ETF to round up my portfolio. The criteria I used include the following: Low expenses : the lower the expense ratio, the better. Diversification : for...
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Muni ETFs with in-cash creations
Indexuniverse has an interesting article on in-cash ETF share creations for muni ETFs as opposed to in-kind creations. The article attempts to explain how in-kind creations can help to eliminate ETFs...
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