Friday, January 27, 2006
MSM ETF Coverage
Usually I am very critical of main stream media coverage of ETFs. In an effort to be fair and balanced I need to give credit where it is due to an article that ran on Forbes.com written by someone named Carl Delfeld.
He writes regularly on the web site, I’m not sure if he appears in the magazine as well. He also has some sort of advisory firm that specializes in ETFs. Lastly it appears as though he sells some sort of newsletter with picks. I do not know how well the picks have done
I was impressed with the article. While the type of content may not be new to readers of this site, I can’t recall having seen a discussion that talked about capturing effects of different sectors of the stock market, commodities and currencies before. He was advocating what I would say is proper diversification.
There were no specific percentages given so I do not know if I would see eye to eye with him on anything, but that does not matter. Months ago I wrote that eventually there would be more and more quality analysis of ETF coming and maybe this is starting to finally happen. There will be more.
He writes regularly on the web site, I’m not sure if he appears in the magazine as well. He also has some sort of advisory firm that specializes in ETFs. Lastly it appears as though he sells some sort of newsletter with picks. I do not know how well the picks have done
I was impressed with the article. While the type of content may not be new to readers of this site, I can’t recall having seen a discussion that talked about capturing effects of different sectors of the stock market, commodities and currencies before. He was advocating what I would say is proper diversification.
There were no specific percentages given so I do not know if I would see eye to eye with him on anything, but that does not matter. Months ago I wrote that eventually there would be more and more quality analysis of ETF coming and maybe this is starting to finally happen. There will be more.
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1 comments:
A very clear and well written introduction to strategic and tactical portfolio managing
I am still constantly surprised that so many in the business seem to think that ETF's offer nothing but a cheap version of OEF's.
A few years ago I was haranging a Chas. Schwab rep about lack of ETF coverage on their web site, he told me that it was something that big investors use for trading and not for the retail investor.
Nowadays the Charlie web site acts like they invented them.
OG
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