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iMoney: Profitable ETF Strategies for Every Investor, 1st edition

  • Tom Lydon
  • John F. Wasik

Published by FT Press (June 8th 2008) - Copyright © 2008

1st edition


The Up-to-the-Minute Guide to ETF Investing: Pick the Right ETFs for Your Unique Goals!


“The authors cover the ETF waterfront. Whether you are a young investor just starting out or a seasoned stock veteran looking for new investment opportunities, this book is a valuable resource.”

Sam Stovall, Chief Investment Strategist, Standard & Poor’s Equity Research


"Finally! Lydon and Wasik objectively analyze exchange traded funds for the average person. We particularly liked iMoney's comparisons with more familiar mutual funds, the clear discussions about risks, and the varying viewpoints from some of the industry's smartest minds."

Alan Lavine and Gail Liberman, syndicated columnists for Marketwatch.com and authors of Quick Steps to Financial Stability.


Smart investors have made ETFs today’s hottest investment. iMoney is the only ETF investment guide with up-to-the-minute advice that reflects today’s ETF marketplace: advice that is fully customized to your specific investment goals.


The authors explain exactly how ETFs fit into today’s investment universe. Even better, they present specific roadmaps, strategies, and model portfolios for a wide range of investors, from recent college graduates through retirees.

You’ll learn how to build and monitor your ETF portfolio; choose among the fast-growing array of ETFs; and profit from changing global market trends. The authors discuss domestic and foreign stock ETFs; sector, commodity, and currency ETFs; fixed income ETFs, long/short ETFs, and even “actively managed” ETFs. They preview emerging industry trends, and objectively assess the key criticisms that have recently been leveled at ETFs.


·   Tomorrow’s ETF book, not yesterday’s!

    Reflects the newest ETFs and strategies, and prepares you for emerging market trends


·   By two of the world’s leading ETF experts...

    ...Tom Lydon, founder of ETFTrends.com, the nation’s #1 consumer ETF site, and John F. Wasik, global personal finance columnist


·   Provides specific strategies and portfolio recommendations

    Not just theory! Discover what to buy, based on your unique investment profile


·   Covers every major type of ETF...

    ...including overseas, sector, commodity, currency, and bond ETFs...even long/short ETF strategies!


Table of contents

About the Authors  xiii

Preface  xv

Introduction: A New Investment Strategy  xix


Chapter 1         Busted: The Failure of Mutual Funds and Birth of ETFs  1

Chapter 2         The Art of Indexing Using the iMoney Plan  15

Chapter 3         Investing in Domestic Shares: U.S. Stock Index ETFs  35

Chapter 4         Overseas Exposure: Foreign Stock ETFs  49

Chapter 5         Slicing and Dicing: Sector ETFs  61

Chapter 6         Gold, Silver, and Oil: Commodity ETFs  73

Chapter 7         A Buck Isn't Worth a Dollar: Currency ETFs  87

Chapter 8         Getting Chunks of the Bond Market: Fixed-Income ETFs  97

Chapter 9         Retire with Dignity: The 401(e) Plan  109

Chapter 10       Hedging Your Bets: Long and Short ETFs  125

Chapter 11       What Lies Ahead: The Future of ETFs  135

Chapter 12       iMoney ETF Portfolios  145


References  165

Resources  183

Glossary  211

Index  219

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