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1 Exchange Traded Funds -The Hottest New Investments Allen Holdsworth Director BIVA Board Illowa Buy States Chapter Director Disclaimer The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvesting National Association of Investors Corporation ( BI ) or the BetterInvesting Volunteer Advisory Board, its volunteer advisory board ( BIVA ). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting or BIVA. Investors should conduct their own review and analysis of any company of interest before making an investment decision. Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the President of BetterInvesting or the Manager of Volunteer Relations. April 11, NYSE Dec. 29, 2006 Founded in 1951 Non-Profit Volunteer based Member driven No commissions No stock recommendations Who is BetterInvesting? 3 4 The BetterInvesting Mission: To create a nation of successful longterm investors. MISSION ADVANCED THROUGH Education Events Tools Support 5 6 1
2 The Strategy: A Long Term Approach Exchange Traded Funds (ETF) Invest regularly. Buy quality mutual funds and stocks. Reinvest earnings. Diversify. Are like mutual funds Invest in many companies Inexpensive way to diversify 7 8 Features of ETFs Index mutual funds Passive management Features of ETFs Can do everything with them that you can with a share of stock Trade like stocks Pay commissions to buy and sell Low expense ratios 9 10 Expense Ratios ishares Funds S&P 500 Fund IVV -.09% S&P Midcap % Number and Types of ETFs Currently over 1300 ETFs Over $1 ½ trillion invested Follow every index and cap size Sector specific funds
3 Number and Types of ETFs History of ETFs Country specific funds Commodities SPDR-1993-AMEX Midcap SPDR-1995-AMEX Short selling ETFs ETF Companies Barclays-iShares State Street-StreetTracks-Spiders Vanguard-Vipers Powershares Bank of NY Rydex Morningstar Fidelity Merrill Lynch WisdomTree ETF Companies ETF-Trading Volume Check the average shares traded per day ETF-Trading Volume Be careful of thinly traded ETFs High-128 million a day Low-less than 1000 shares a day Do not be the market mover Wide bid/ask spread Some may not trade at all in a day
4 Basic materials Sectors ETFs Sectors ETFs Regional bank sector Energy sector Healthcare sector Semiconductor sector Biotechnology sector Medical devices sector Many more China Australia Belgium Brazil Hong Kong Malaysia Mexico Netherlands Many more Country ETFs Barclays-iShares Over 135 funds Over $200 Billion in assets Best Returns YTD 8/19/07 Best returns YTD 11/20/
5 How are Mutual Funds Better More flexibility Dollar cost average More ways to take money out Rebalance with no fees Dividends ETFs must pay out at least 98% of dividends Dividends paid to the stockholder Domestic ETFs pay quarterly International ETFs pay twice a year Domestic fixed income ETFs pay monthly Capital Gains ETFs have little or no capital gains If they have any, they are paid to the shareholder When Would Individuals Use Them Low cost way to diversify Can use in IRA s and ROTH accounts Buy in a discount account Reinvest all dividends and capital gains When Might Clubs Use an ETF Could invest in small-cap and microcap stocks Invest in foreign countries Invest in niche markets Better Investing 100 BIXX Tracks the top 100 stocks Updates once a year Low turnover Based on BI ideas Can track on the web
6 Tracking ETFs on the Internet Exchange Traded funds Many discount brokerages offer commission-free trades on a number of exchange traded funds JNK 7.2% PFF 6.2% PGF 6.8% SPY 1.8% EWA 4.5% EIS 3.4% ETF s I have used ETFs Newest ETF style Actively managed ETF!?!? Isn t that like a regular mutual fund? Exchange traded Notes Debt Instruments Commodities Avoid! Summary of ETFs Over 1300 funds More being added all the time Track every index, industry and country Low expenses Tax efficient
7 Allen Holdsworth Click on the following site: For recordings and handouts of all 5 classes Make A Difference In Someone s Life If you have benefited from BETTERINVESTING, Please pick up some BETTERINVESTING materials and introduce others to this opportunity Questions? Please fill out your evaluation form Seminar ID: Track Code-# and turn it in immediately following the session 39 7
Exchange Traded Funds (ETFs) The Hottest New Investment with Allen Holdsworth May 2, 2013
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