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基本説明
The authors present techniques for determining the viability of specific ETF funds, including their value in sector investing and international investing.
Full Description
In just a decade, the exchange-traded funds (ETFs) market has grown from one billion dollars to more than half-a-trillion dollars.While previous books have provided introductions to and listings of ETFs, ETF Strategies and Tactics offers practical guidance on how to invest in these funds and use them to balance your portfolio.Written by a powerhouse authorial team, ETF Strategies and Tactics thoroughly covers the ins and outs of ETFs, detailing how they work, their distinctive characteristics, who trades them, who owns them, and their advantages and disadvantages compared with other investment vehicles. As markets evolve, new ETFs come and go. This authoritative reference will keep you on top of your game by providing focused decision-making techniques that help determine the viability of any ETF, including its value in sector and international investing.While laying out a proven, systematic ETF investment plan, ETF Strategies and Tactics covers such valuable topics as:ETFs vs. mutual funds How ETFs are developed, what types of indexes are used, and the costs that determine returns How ETF regulations can help investors spot red flags in a fund and avoid tax problems The underlying tools of every ETF that can contribute to effective trading and minimized costs and taxes The proper use of ETFs based on an investor's goals and his/her ability to manage risk The unique short-selling opportunities associated with ETFs ETF options How to trade ETFs in the European market Inverse ETFs that go up when the market goes downComplete with one-on-one interviews with professionals from major ETFs, as well as a number of valuable appendixes, ETF Strategies and Tactics is a unique guide you will keep at your fingertips during your day-to-day activities.
Contents
PrefaceForewordIntroduction Part I: ETF FundamentalsChapter 1: Basics of Exchange Traded Funds (ETFs)1.Origins2.Vanguard and Indexing3.Growth of ETF Market 4.Implication of Rise of ETFs for investment marketChapter 2: ETFs and Mutual Funds 5.Similarities6.Differences7.Continuous PricingChapter 3: ETF Structures and Costs8.How are they developed?9.Indices10.Costs11.Different types of structuresChapter 4: ETF Varieties and common examples12.Index ETFs13.Closed-End ETFs14.Auction Rate PreferredsChapter 5: ETF Regulation15.US ETF Regulation16.SEC17.NASD18.Other19.European ETF Regulation20.Other regulationPart II: Practical Aspects of Using ETFsChapter 6: ETF Selection21.Aligning ETFs with investment strategyChapter 7: Intelligent ETF Purchasing and Selling22.Looking at Costs23.Looking at Structures24.How to make and intelligent decision on which instruments to use25.ExecutionChapter 8: Technical and Fundamental Analysis of ETFs26.Fundamental analysis27.Technical AnalysisChapter 9: Trading Overseas ETFs28.Practical Aspects29.Foreign Exchange RisksPart III: ETFs Place in Your PortfolioChapter 10: Assessing Investment Goals30.Using ETFs requires understanding of investment goals31.Determining investment goals32.Risk managementChapter 11: Using ETFs to manage portfolio risk 33.Markowitz and portfolio theory34.Diversification35.HedgingChapter 12: ETF Strategies 36.Long 37.Short38.SpreadingChapter 13: Understanding the uses and abuses of ETFs39.Using and index fund vs. ETFs 40.John Bogle discussed how ETFs are the growing part of the index universe, while they appear to be used more for speculation41.Does the user want a broad index that captures the marketPart IV: Advanced ETF TopicsChapter 14: Options42.Basic options principles43.Options Strategies44.Using ETF optionsChapter 15: Sector Investing45.Sector investing strategies46.Using ETFs to implement sector investing strategiesChapter 16: Long Term Investing47.Determining long range goals48.Equity Bias49.Diversification50.CostsChapter 17: International Investing51.Common ETFs52.Legal aspects of trading outside US53.Foreign exchange risk54.Tax considerationsChapter 18: Day Trading 55.Psychological profile necessary to day trade56.Financial net worth57.Technology and systems needed58.When to get outChapter 19: Speculative Trading59.Types of Speculative Trading60.Time frames61.Trading Plans62.Risk ManagementPart V: ConclusionChapter 20: The View Ahead63.Growth64.More overseas investment operations65.Continued need for good adviceAppendixAppendix A: ETF publicationsAppendix B: ETF websitesAppendix C: Directory of ETF ProvidersNER(01): WOW
