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Tom Lydon  

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  • A High-Achieving International Dividend ETF [View article]
    Hi timcoughlin,

    Here's a recent spotlight we did on SDIV:
    http://bit.ly/1psGHO0

    SDIV provides a decent yield and exposure to attractive dividend-generating sectors. However, the fund also includes a 25% weight toward real estate, or REITs, so investors might have to be careful once interest rates begin to rise.

    Best regards,
    Tom
    May 30, 2014. 04:38 PM | 1 Like Like |Link to Comment
  • In Times Like These, Consider Covered Call ETFs [View article]
    Hi,

    While I do look at other yield generating options for fixed-income portfolios, I primarily focus on exchange traded funds.

    Best regards,
    Tom
    Apr 10, 2014. 04:45 PM | 1 Like Like |Link to Comment
  • Dialing Up A Dividend ETF Idea [View article]
    Hi,

    If you want to look at FDL's distribution history, you can find it here:
    http://bit.ly/Q0M1ZI

    Best regards,
    Tom
    Apr 8, 2014. 04:56 PM | Likes Like |Link to Comment
  • Tax Considerations When Trading Popular Commodity ETFs [View article]
    Hi,

    According to the prospectus:
    http://bit.ly/M37hWN

    "Shareholders’ recourse against the Trust, the Trustee and the Sponsor, under New York law, the Custodian, under English law, and any subcustodians under the law governing their custody operations is limited. The Trust does not insure its gold. The Custodian maintains insurance with regard to its business on such terms and conditions as it considers appropriate which does not cover the full amount of gold held in custody. The Trust is not a beneficiary of any such insurance and does not have the ability to dictate the existence, nature or amount of coverage. Therefore, Shareholders cannot be assured that the Custodian will maintain adequate insurance or any insurance with respect to the gold held by the Custodian on behalf of the Trust."

    The Trust refers to the SPDR Gold Trust, which issues the SPDR Gold Shares. HSBC Bank USA is the custodian of the Trust, or the entity that holds the physical gold bullion.

    I hope this helps.

    Best regards,
    Tom
    Mar 24, 2014. 05:16 PM | Likes Like |Link to Comment
  • iShares Launches Short-Duration Corporate Bond ETFs [View article]
    Glad you enjoyed reading the article.

    I've written about CEFs before, but the articles are limited to ETFs with CEF exposure.

    You can browse through some of our CEF-based ETF stories here:
    http://bit.ly/1gmsLhb

    Best regards,
    Tom
    Jan 9, 2014. 05:24 PM | Likes Like |Link to Comment
  • Solar ETF Rally May Only Be The Beginning [View article]
    Hi,

    You can take a look at http://bit.ly/1i8oDFn

    You can also find more stories on TAN here http://bit.ly/1i8oGkv

    Best regards,
    Tom
    Dec 20, 2013. 04:49 PM | Likes Like |Link to Comment
  • ETF Spotlight: ALPS Energy Infrastructure [View article]
    Hi,

    Two other ETFs that limit exposure to MLPs but still cover the energy infrastructure sector include the actively managed First Trust North American Energy Infrastructure Fund (NYSEArca: EMLP) and Global X MLP & Energy Infrastructure ETF (NYSEArca: MLPX).

    Best regards,
    Tom
    Dec 16, 2013. 04:49 PM | Likes Like |Link to Comment
  • 3 Countries Could Pressure EM Bond ETFs [View article]
    Hi,

    EMAG tracks multi-currency denominated emerging market bonds, including U.S. dollars, Euros and EM currencies. The ETF is also an aggregate bond ETF, which includes both sovereign government and corporate debt - about 61.7% of EMAG is weighted to government and the rest in market sectors. So, it provides a more comprehensive exposure to emerging market debt.

    The Market Vectors ETF's largest country weighting is in Mexico at 9.8%. The aggregate EM bond ETF also has a slightly higher 5.58% 30-day SEC yield.

    Best regards,
    Tom
    Dec 12, 2013. 04:51 PM | Likes Like |Link to Comment
  • Muni ETFs Look More Attractive As An Income Play [View article]
    Hi,

    If you have a home-state preference, there are a couple of New York muni bond ETFs available: iShares New York AMT-Free Muni Bond ETF (NYF), PowerShares Insured New York Municipal Bond Portfolio (PZT) and SPDR Nuveen Barclays New York Municipal Bond ETF (INY).

    Best regards,
    Tom
    Nov 7, 2013. 04:53 PM | Likes Like |Link to Comment
  • iShares Launches Short-Duration Corporate Bond ETFs [View article]
    Hi,

    SLQD has a shorter duration than VCSH, which suggests that SLQD could perform slightly better than VCSH if rates rise.

    SLQD also looks like it holds slightly higher quality investment-grade debt, which is safer but probably contributes to the iShares fund's lower yield to maturity.

    Best regards,
    Tom
    Oct 22, 2013. 05:22 PM | Likes Like |Link to Comment
  • iShares Launches Short-Duration Corporate Bond ETFs [View article]
    Hi,

    It is important for investors to begin thinking about shifting over to bonds with shorter durations in a rising rate environment.

    As we have witnessed earlier this year, it does not take direct Fed action to push up benchmark rates. Traders will act accordingly given expectations of higher rates. Consequently, more investors should begin to think about how interest rates will affect their fixed-income portfolios before it is too late.

    Best regards,
    Tom
    Oct 22, 2013. 04:50 PM | Likes Like |Link to Comment
  • Cheap Fees, Tight Spreads Help Vanguard S&P 500 ETF Pick Up Assets [View article]
    Hi,

    You can check the VOO ETF page for up-to-date premium/discount stats:
    http://bit.ly/15YJ51y

    Providers typically provide the data on dedicated ETF pages.

    Best regards,
    Tom
    Oct 8, 2013. 04:40 PM | Likes Like |Link to Comment
  • Mortgage ETF Paying 15% Yield After Price Pullback [View article]
    Hi,

    REM hold securities from the underlying index, following a passive indexing approach. The fund may also include some mortgage finance or savings associations sectors, which could be construed as an active feature in the underlying index.

    From the iShares REM prospectus:
    "The Underlying Index will generally measure the performance of the residential and commercial mortgage real estate sector and will generally invest all of its assets in REITs. If the number of constituents in the Underlying Index would otherwise fall below 20 constituents, FTSE will consider companies from the mortgage finance and savings associations sectors for inclusion in the Underlying Index, and each company in the mortgage finance and savings associations sectors will be capped at 3% of the Underlying Index, and these sectors in the aggregate will not exceed 30% of the Underlying Index."

    Best regards,
    Tom
    Sep 17, 2013. 04:52 PM | Likes Like |Link to Comment
  • ETF Spotlight: PowerShares Preferred Portfolio [View article]
    Hi,

    Preferred stocks have come under fire as interest rates inch higher. When rates rise, preferred stock ETF prices fall as investors switch over to safer bets with higher yields. Additionally, most preferred stock are long-dated, so investors have to consider duration risk.

    Best regards,
    Tom
    Aug 8, 2013. 04:55 PM | 1 Like Like |Link to Comment
  • Fidelity Files To Launch 10 Broad Sector ETFs Subadvised By BlackRock [View article]
    Hi Ray,

    These new Fidelity sector ETFs will passively follow an underlying index provided by MSCI. They won't be using Fidelity's actively managed sector strategies.

    Best regards,
    Tom
    Aug 1, 2013. 04:28 PM | Likes Like |Link to Comment
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