Brutto

Timber ETFs...Without the Timber?

Good write-up, George. There is a more general lesson here also, which is to look carefully at the components that make up the more esoteric flavor-of-the-month ETF's: think solar, water, renewables, etc.

More often than not the underlying stocks are only tangentially related to the actual asset you are looking for, or there are so few pure-play stocks that you can afford to research and cherry-pick among the top five names and get good sector exposure.