The ETF Book

The ETF Book

All You Need to Know About Exchange-traded Funds

Book - 2009
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Exchange-traded funds (ETFs) are revolutionizing the investment industry. From their introduction in 1993, ETFs have expanded exponentially over the past fifteen years. You, as an informed investor, need to know what makes ETFs unique, how they work, and which funds may help you achieve your financial goals. The updated edition provides the most current look at the ETF market, where the number of funds has doubled since the book first published in December 2007. A huge number of bonds funds, commodities funds, currency funds, leverage and short funds have been introduced. In addition, actively managed ETFs are here now, and some major mutual fund companies, like Fidelity and PIMCO, are getting into the market. Remarkably, the terminology in the ETP marketplace is also evolving at a rapid pace. The acronym ETP for exchange-traded product has become an industry standard. The term did not exist two years ago.

Written by veteran financial professional and experienced author Richard Ferri, The ETF Book, Updated Edition gives you a broad and deep understanding of this important investment vehicle and provides you with the tools needed to successfully integrate exchange-traded funds into any portfolio.

This detailed, yet clearly articulated guide contains the most up-to-date information on navigating the growing number of ETFs available in today's marketplace. Divided into four comprehensive parts, this guide addresses everything from ETF basics and in-depth fund analysis to the tax benefits of using ETFs. Included are a variety of portfolio management strategies using ETFs and examples of different model portfolios that you can easily adapt to your own investment endeavors.

Whether you're just getting started or are a seasoned ETF investor, The ETF Book, Updated Edition will help enhance your understanding of this evolving field by: Examining the fundamental differences between exchange-traded portfolios Highlighting how to effectively implement a wide selection of ETFs?from Exploring specific ETF strategies?from buy and hold to market timing and sector rotation Introducing Index Strategy Boxes?a new way to understand index construction and how a fund is investing your money And much more Each chapter of The ETF Book, Updated Edition offers concise coverage of various issues. It is filled with in-depth insights on different types of ETFs and practical advice on how to select and manage them. The appendixes are an added benefit, offering an ETF Resource List, which will point you to more places for information on these structures, and a detailed Glossary to help you with industry-specific definitions.

The ETF Book, Updated Edition is an invaluable road map for developing a winning investment strategy. Armed with the knowledge found throughout these pages, you'll be prepared to build a solid portfolio of ETFs that will benefit you for years to come.
Publisher: Hoboken, N.J. : John Wiley & Sons, c2009
ISBN: 9780470537466
0470537469
Characteristics: xxiii, 376 p. : ill. ; 24 cm

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portmark
Jun 17, 2017

As a first-time investor looking to educate myself before investing, I highly recommend this book. Each chapter goes in depth, sometimes more than I need, but there's a helpful summary at the end of each chapter. In addition to information about ETFs in general, there are also chapters on different portfolio management strategies that include specific recommendations for your portfolio make-up based on your financial goals. It's one thing to know that ETFs are a good investment, but it's even better to know that Ferri considers an aggressive portfolio management allocation to be 80% stock ETFs and 20% bond ETFs and a conservative allocation to be 40% stock ETFs and 60% bonds. (He lists 5 allocations for varying financial goals and amount of volatility you can stomach.) You can decide which allocation best meets your needs and then choose specific ETFs accordingly.

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matthewmina
Mar 30, 2011

Everything you could possible want to know about Exchange traded funds is in this book. From the various ways they structure them to strategies for adding them to your investment portfolio. Very interesting book about an obscure subject.

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