June 2006

ETF Trends: Year-To-Date Performance
June 30, 2006 – After major market trends turned negative a month ago, the recent market recovery bodes well for trends to return to a positive mode. What a volatile quarter. Please review the attached YTD ETF performance report.... Continue Reading »

ETFs Down in May
June 30, 2006 – Not only were the markets down, but Investment News reports there was a decline in assets of all exchange traded funds in May.  The Investment Company Institute said ETFs declined 3%.  However, assets have... Continue Reading »

ETF Trends - Energy on the Rise
June 29, 2006 – Energy stocks have rebounded and today’s report on supply from the Energy Department, showed U.S. crude oil inventories fell last week.  With summer here, the demand for gasoline continues to rise.  Oil rose to... Continue Reading »

ETF Trends - New Bond ETFs on the Way
June 28, 2006 – Tom Leswing of Ignites reports Barclays acquired approval from the SEC to offer two new fixed income exchange traded funds.  Currently Barclays is the only firm that offers fixed income ETFs.  Perhaps it is... Continue Reading »

Innovative ETFs Offer More Choices
June 28, 2006 – Carl Delfeld in a recent Forbes article points out the innovative exchange traded funds  recently brought to market and how there are more choices in the ETF universe. ETF highlights of the article include: The... Continue Reading »

Transportation ETF (IYT) Bouncing Back
June 27, 2006 – Over the last month, we have seen volatility in the markets.  There is one exchange traded fund that has bounced back, iShares Dow Jones Transportation (IYT).  This ETF is up 2% for the last... Continue Reading »

ETF Trends - Commodity Growth
June 26, 2006 – Commodity prices are moving up and International Fund Investment did some research and found there are plenty of reasons why money will continue to flow into commodities.  They learned money moves into raw materials... Continue Reading »

How To Launch Your Own ETF
June 24, 2006 –   For those who have the ETF feavor and are ready to launch their own ETF, The Journal of Indexes has a new article that gives you the "How To". So You Want To Launch An... Continue Reading »

ETFs Are Now Leveraged and Inverse
June 24, 2006 – It took some time getting here, but on Wednesday, ProFunds launched the first leveraged and inverse exchange traded funds.  According to Ignites, the ETFs are trading efficiently as investors can move in and out... Continue Reading »

New ETFs’ Creator in Question
June 23, 2006 – Last week, WisdomTree launched twenty new exchange traded funds, focusing on dividend paying equities.  Investment News reports the ETFs may be an encroachment "on the intellectual property of Robert Arnott, chairman of Research Affiliates... Continue Reading »

We’re Hiring
June 22, 2006 – Financial Web Content - Producer and Editor Newport Beach, CA Global Trends Investments is an investment management firm, which strives to provide superior personalized investment service to ensure financial security.  We build trusted relationships and implement... Continue Reading »

New ETFs Launched by State Street
June 22, 2006 – Today State Street launched six new exchange traded funds on the American Stock Exchange.  These new ETFs will track industry segments, giving investors more options with targeted industries. The new ETFs are: SPDR Metals &... Continue Reading »

ETF Trends - SEC Delays or Competitor Complaints?
June 21, 2006 – It is often the Securities and Exchange Commission that is blamed for delays in filings for exchange traded funds.  But it seems there could be other reasons for slow ETF approval.  According to Investment... Continue Reading »

ETF Study Shows Exponential Growth
June 20, 2006 – We spoke with Lisa Lacy of Ignites about a report written by Celent on the growth of exchange traded funds, "ETFs - All Aboard! Are ETFs Gaining on the Mutual Fund Industry?".  The report shows... Continue Reading »

ETF Trends - World Cup Brings German Economy to Light
June 20, 2006 – All eyes are on Germany as the World Cup is in full swing. And, although the recent global market correction has effected Germany too, many agree that Germany has great economic potential going forward. The... Continue Reading »

ETF Trends - Upcoming India ETF
June 19, 2006 – Roger Nusbaum and Aaron Pressman review the current exchange traded funds PowerShares plans to roll out, including an India ETF.  It looks as though this ETF will track Halter USX India Index which includes... Continue Reading »

ETF Approvals Delayed at SEC
June 17, 2006 – The popularity and growth of ETFs is taking its toll at the SEC. They just can keep up with those waiting to be approved. The Wall Street Journal reports: “ETFs, which essentially are mutual funds that... Continue Reading »

ETF Trends - Understanding The Basics
June 16, 2006 – With all of the recent volatility in the stock market and the attention ETFs have recieved, it might be wise to pause and take a deep breath. Exchange traded funds continue to provide great promise... Continue Reading »

ETFs in 401(k) Plans - Threaten Mutual Funds
June 16, 2006 – InvestmentNews looked into the changes taking place in 401(k) plans.  Exchange traded funds have lower expense ratios than mutual funds.  Not all index mutual funds perform as well as the index.  Why then should... Continue Reading »

ETF Trends - Japan (EWJ) Still a Bull
June 15, 2006 – Carl Delfeld of Chartwell Advisors looks at Japan and sees that the bull is still there.  At the beginning of the year, many foreign money managers were overweight Japan, which contributed to the great... Continue Reading »

New ETF Launch Focus on Dividends
June 14, 2006 – On June 16th, WisdomTree will launch twenty new exchange traded funds.  Six members of the family of ETFs will invest in dividend paying domestic equities, while 14 will invest in dividend paying international equities. ... Continue Reading »

ETF Trends - Yahoo Beefs Up ETF Coverage
June 12, 2006 – Yahoo Finance is expanding its ETF editorial with a special ETF Section this week. It includes…Five smart strategies for investing in exchange traded funds. Plus, the best ETFs for dividends. And a look at ETFs that... Continue Reading »

ETF Trends - Global ETFs vs. Index Pricing
June 9, 2006 – Global markets are open all the time, but not all at the same time due to time differences.  According to a study from Lipper, this can effect the price and performance of exchange traded... Continue Reading »

New ETFs By PowerShares - India
June 8, 2006 – PowerShares is expanding their bullpen. The Weaton, Illinois ETF provider is launching a slew of new sector funds along with the first, long-awaited India ETF (The PowerShares India Tiger Portfolio). In addition, a few... Continue Reading »

ETF Trends - Barclays Add New ETNs
June 8, 2006 – Barclays launched a new investment vehicle today, Exchange Traded Notes (ETNs).  Referred to as iPath ETNs, they are unsecured, unsubordinated, debt securities issued by Barclays Bank.  They claim to give immediate exposure to certain... Continue Reading »

More Global Asset ETFs to Come
June 7, 2006 – Russell Investments is getting ready to enter the global arena.  With the increase in demand for international investments, Russell will launch new global indexes.  These indexes will compete with the Morgan Stanley Capital International... Continue Reading »

Silver ETF (SLV) Update
June 7, 2006 – Since the iShares Silver Trust (SLV) began trading on April 29th, the exchange traded fund has seen a high and a low.  On May 11th the ETF reached a high of $148.60, since then... Continue Reading »

ETF Trends - How to Stop the Bleeding
June 6, 2006 – In the past two trading days, global markets have seen new recent lows.  The vast majority of exchange traded funds are below their 50-day moving average.  In addition, most ETFs have hit our recommended... Continue Reading »

ETF Offering from Small Providers
June 6, 2006 – Small providers of exchange traded funds are still in the game.  Using quantitative screening, First Trust Portfolios offer ETFs that have a narrow focus on indexes.  The current ETFs available from First Trust include... Continue Reading »

Clean Energy ETF (PBW) Recovers Nicely
June 5, 2006 – The PowerShares WilderHill Clean Energy ETF (PBW) is up 7.4% since the May 24th market low. VentureWire reports that funding for firms working on renewable energy increased to a six-year high of $513 million... Continue Reading »

Will Small-Cap ETFs Continue To Lead Large-Caps?
June 3, 2006 – Small and mid-cap ETFs have dramatically outperformed large-cap ETFs during the past five years. Some feel the long awaited shift to large-cap dominance has just begun. A couple points to consider before re-allocating your portfolio: There... Continue Reading »

ETFs Are NOT a Passing Fad
June 2, 2006 – I attended the Tenth Tiburon Strategic Advisors CEO Summit where discussions helped dismantle myths about investments, boomers and more.  In Financial Advisor magazine, I’ve highlighted these myths in an article, "Ten Myths Busted At... Continue Reading »

Singapore ETF is Current Jewel
June 1, 2006 – iShares Singapore (EWS) deserves some attention. Larry Edelson from Weiss Research suggest Singapore’s economy is one of the crown jewels of Asia: Singapore’s GDP rose 8.5% in the first quarter of 2006. Manufacturing gained 13.8%.... Continue Reading »

ETF Trends in Best Life Magazine
June 1, 2006 – I was recently interviewed by a new magazine, Best Life, for the investment section in the June 2006 issue.  They want to educate readers about using exchange traded funds due to their transparency and... Continue Reading »

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    • Donato: Wai . . . I got a bit side tracked in my own thoughts. What I meant to go on to say is that . . . All those...
    • Donato: Wai . . . I’ve been day trading SRS for a few weeks now, and I know what you mean. Although I may not...
    • Wai: Can someone explain to me when all the REIT ETFs are down so much, why SRS (proshares ultra short real estate...
    • george moore: If you look at a one year chart of a long and short ETF, e.g. SSO and SDS, the short etf is down much...
    • Iroabuchi Onwuka: I follow default market but am kind of struck with his argument concerning Asia futures market....

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