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ETFs a tener en cuenta

· Dalamar

Dalamar · 20 de septiembre de 2012

iShares Dow Jones U.S. Home Construction Index Fund (ITB)

WisdomTree China ex-Financials Index Fund (CHXF)

Dalamar · 26 de septiembre de 2012

Aberdeen Asia-Pacific Income Fund, symbol FAX

FAX paid out a 3.5-cent dividend on August 29.

10-years Return 216.6% – 12.2% Anualized.
5-years Return 61.9 – 10.1% Anualized.
3-years Return 51.7% – 14.9% Anualized.

Dalamar · 13 de noviembre de 2012

INAV ETF ASE (ETFASE.AT) – Athens

Dalamar · 11 de diciembre de 2012

Este podria ser interesante en el corto medio plazo:

RWX – REIT Intl: Fza. Mansfield

Dalamar · 20 de enero de 2013

As investors figure out that they are not good at stock-picking or managing trades, they have also learned that most professionals are not much better. Paying high mutual fund expenses to a manager who underperforms a benchmark makes little sense. This realization has led to the rise of inexpensive exchange-traded funds and indices.

This “ETFication” has obvious advantages: low costs, transparency, one-click decision-making. ETFs are accessible through the stock market for easier execution, with no minimum investment required. Even bond giant Pimco recognized this trend and created an ETF version of Bill Gross’s flagship vehicle, the Total Return Fund. Pimco actually charged more for the ETF than its mutual fund to prevent an exodus of investors from the world’s largest bond fund. This will eventually shift.

Note that Bloomberg, Yahoo Finance and Morningstar all have robust ETF sites that are free (Morningstar charges for some data).

Dalamar · 2 de febrero de 2013

http://inbestia.com/blogs/post/la-infra … mergentes/

MSCI Emerging Markets (MXEF)

Dalamar · 24 de febrero de 2013

ETFs para protegerse de la inflacion:

IEZ: This ETF invests in companies that are suppliers of equipment or services to oil fields and offshore oil platforms, such as drilling, exploration, engineering, logistics, and platform construction. IEZ has more than 40 individual holdings, including companies like Schlumberger and Halliburton. Companies engaged in activities related to oil drilling often see increases in demand for their services during periods of high inflation.

MOO: This ETF invests in companies that generate the majority of their revenues from the business of agriculture, including agricultural chemicals, operations, equipment, and livestock. The legendary Jim Rogers recently advised investors to “sell your houses, move to Saskatchewan, buy a tractor and some farmland, and start farming,” as he anticipates an “inflation holocaust” sending agriculture prices skyrocketing.

GDX: This ETF invests in companies engaged in mining for gold, and has significant holdings in Canada, South Africa, the U.S., Australia, the UK, and Peru. Since gold generally performs very well in inflationary environments, companies engaged in its discovery tend to see increases in revenue as well [see also Three Reasons Why Gold Is Overvalued].

HAP: This ETF tracks an index developed in conjunction with famed commodity investor Jim Rogers, and invests in companies engaged in the production and distribution of hard assets and related products and services. HAP’s holdings include companies engaged in the energy, agriculture, precious metals, and industrial metals industries. This ETF has investments in more than 40 countries, with the most significant being the U.S., Canada, and the UK.

TBF: This ETF offers inverse exposure to the Barclays Capital 20+ Year U.S. Treasury Index. Since Treasuries tend to lose value in hyperinflationary environments, this ETF provides an opportunity to profit from drops in value. It is noted that TBF uses complex financial instruments to achieve inverse exposure. As a result, compounding of returns may lead to erosion of returns over extended periods of time. To avoid this, investors should develop and implement a rebalancing plan.

TIP: This ETF invests in Treasury Inflation-Protected Securities (TIPS). These securities provide protection against inflation because the principal of a TIPS rises with inflation, as measured by the Consumer Price Index (CPI). Unlike most traditional fixed income investments, TIP offers a guaranteed real return that will not be eroded in a high inflation environment.

GLD: This ETF invests in and physically stores gold bullion. Gold has historically been a very strong inflation hedge, appreciating in value as investors seek refuge from other depreciating currencies. Unlike equities or bonds, gold has no potential for dividend or interest payments, so any returns will be generated through increases in the market price level of the metal [see also Why No Investor Should Own GLD].

DYY: This ETN offers leveraged exposure to a basket of futures contracts, including wheat, corn, light sweet crude oil, heating oil, gold, and aluminum. In hyperinflationary environments, prices for these commodities can be expected to rise, pushing up the value of this product.

Dalamar · 16 de marzo de 2013

VIG Renta variable norteamericana. TER: 0,13%.

VOO Replica al S&P500. Un TER de 0,05%.

VTI Replica al mercado norteamericano. Tiene una rentabilidad esperada algo mayor que el VOO por contener medium y small caps. TER 0,06%.

VGK Representa a la renta variable europea. Tenemos fondos indexados con buenos TER, pero su 0,12% es imbatible. Tienen igual TER, VPL para la zona Pacífico y VEA para la zona EAFE (Paises desarrollados Ex-USA).

VWO Un 0,18% de TER para emergentes. Los fondos de gestión activa para mercados emergentes son carísimos, así que invirtiendo en este ETF ya estarías con un 1,75% de ventaja anual sobre la media. Los fondos indexados de emergentes tampoco son baratos del todo.

VXUS Único contratable en ING por nosequé razón, y que replica al mercado mundial de acciones fuera de Estados Unidos, incluyendo small caps, y con un TER del 0,16%.

VT Incluye la renta variable mundial al completo, por un precio de 0,19%.

Dalamar · 17 de marzo de 2013

ETFs sobre materiales

The ETFs are the Vanguard Materials ETF (NYSEArca: VAW)
iShares Dow Jones U.S. Basic Materials ETF (NYSEArca: IYM)
Materials Select Sector SPDR (NYSEArca: XLB).

Dalamar · 18 de septiembre de 2013

Uno sobre biotecnologia:

iShares NASDAQ Biotechnology Index (NASDAQ: IBB).