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Investing In Exchange Traded Funds: Podcast

February 11, 2012 by Thomas Mullooly

https://media.blubrry.com/invest/p/content.blubrry.com/invest/investing-in-etf.mp3

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Exchange Traded Funds (ETF’s) can be the answer to: How do you buy expensive stocks, like Apple Computer? It is tough to have a balanced portfolio when one stock represents a large portion of the investment account. We have found there are plenty of exchange-traded funds where a large portion of the portfolio is invested in one stock (like Apple). This can be an alternative way to participate in a stock move… without owning the actual stock itself.

Regarding Apple: Several exchange traded funds like QQQ and IYW invest a significant portion of their funds in this one investment. Likewise, with the exchange traded fund VOX, nearly half of the portfolio (46%) is invested in just two stocks, AT&T and Verizon.

If you are relying on a blog post for specific investment advice, you are making a huge mistake. Please speak with an investment adviser before making ANY investment decisions.
If you do not have an investment adviser, we encourage you to contact Mullooly Asset Management at 732-223-9000, or through our website. Under no circumstances should the content discussed here to be considered specific investment advice.

I would also add the following: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions, or withdrawals may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s portfolio.

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Filed Under: Stock Market Comments Tagged With: ETF's

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

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