Exchange Traded Funds (ETF's) Mullooly Asset Management

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Slide presentation from the Mullooly Asset Management podcast from October 2, 2012. The presentation is based on Exchange Traded Funds and focuses on informing the viewer on what ETF's are and are not.

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Exchange Traded Funds (ETF's) Mullooly Asset Management

  1. 1. Mullooly Asset Management Podcast October 3, 2012Mullooly Asset Management, LLC October 2012
  2. 2. Exchange Traded Funds (ETF)Basket of investments (stocks) traded on the stock exchangeNot all investments trade on an exchange (government bonds, tax free municipal bonds, mutual funds) Mullooly Asset Management, LLC October 2012
  3. 3. Mutual FundsLike ETF’s a basket of investments (usually stocks)You invest $$$ not sharesNever know the price you are buying or selling at, just get that day’s closing price because prices are set after market closes Mullooly Asset Management, LLC October 2012
  4. 4. Exchange Traded Funds (ETF)Trades on the stock exchange and the price of the basket of investments rises and falls based on how its components are doingCan set limit prices and stop orders Mullooly Asset Management, LLC October 2012
  5. 5. Mutual Funds ETF’sReports holdings twice per Know exactly where money is year invested and what price it isNever know precisely what trading at every day you are investing with Have commission like stocksSome carry built in sales Expense charges are typically charges (sales load) less than those of mutualALL funds carry expense funds charges (paying mutual fund manager, trading costs, advertising expenses) Mullooly Asset Management, LLC October 2012
  6. 6. Reasons to Like ETF’sTraded on a listed exchangeSet stop orders and limits on themCan get pretty specific in terms of buying a sector or a small basket of companies Mullooly Asset Management, LLC October 2012
  7. 7. None of the securities mentioned in this podcast areconsidered investment advice.If you’re relying on a podcast for investment advice, Iwant to tell you, you’re making a huge mistake.We strongly urge our listeners to consult with theirinvestment advisor before they make a decision to buyor sell any investment. Mullooly Asset Management, LLC October 2012
  8. 8. Mullooly Asset Management, LLCEmail: support (at) mullooly (dot) net Phone: 877-223-7300 toll-free 732-223-9000 local 732-223-9600 faxWebsite: http://www.mullooly.net Mullooly Asset Management, LLC October 2012

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