Wikinvest Wire

Tuesday, December 05, 2006

ETF Ideas List

I mentioned going to an ETF conference today and taking along a list of ETF ideas taken from reader emails and comments. The repeat of the number one is meant to represent multiple inquiries. Here it is...

Commodities

Industrial Metals ETF 11111
Energy ETF 11111 (access to brent)

Commodities ETF based on Dow Jones AIG Commodities 1111
Global Timber
Uranium platinum

Fixed Income

Master Limited Partnerships
Preferred Securities
Floating Rate Notes

INTL bond 11111111

Muni bond ETF

ETFs of bond CEFs

High Yield Bonds 11
Emerging Market Bonds 1111

yield curve plays

Miscellaneous Ideas

Yen ETF
VIX 11

International REITs 1111
U.S. Residential Housing (long and short)
A couple of intelligent groupings of the next BRICs IE N-11
a DWM-copy, but for countries with a >.70 correlation to the US market, and then adds a 10-30% US
Themes: Outsourcing ETF, Vice, Tortoise vs. Hare, Art and collectibles (two for this one), weapon manufacturers

More equal weight

Narrow sector and sub sectors 1111

More single country 111111 India 11 Russia Eastern Europe Mid East Africa Nordics Ireland

A broader global fund

Dividend ETFs with better sector diversification

Hedge Fund indices

Buy write ETFs

ETF of ETFs

Bid ask spread issues

Dollar index

Create a long and short version of each (cheaper than ProShares) 111

International Small Cap Value ETF (truly small cap, truly value) 11
International MicroCap ETF

7 comments:

Anonymous said...

Roger

I want all types of fixed income ETF's. It would be great to have Vanguard open up fixed income ones like GNMA, high yield, high yield muni.

T said...

Thank you for taking stock of our ideas for ETFs. It is pretty easy preaching and throwing around stats on a blog. You have a loyal readership for a different reason. You write about the vast diversity of investments,admit to not knowing everything,read our comments and respond respectfully.You have our respect because, in the words of the late John Houseman,"You've earnnnnned it."

Roger Nusbaum said...

jeez T, thank you but even I don't like myself that much.

Anonymous said...

I have seen a number of great etf ideas thrown around here but one I would really like to see pursued is a leveraged (1.5 or 2x) bond fund based on the Leman agg bond index (currently represented by the unleveraged etf AGG).

thanks

Anonymous said...

Roger,

Are there any etfs with exposure to agriculture commodities?

Anonymous said...

Roger,

Are there any etfs with exposure to agriculture commodities?

Roger Nusbaum said...

the various broad based commodity ETFs have differing amounts of ag exposure. I have not studied them to see if they correlate with any of the ag only baskets or single commodity ETFs that trade in London.

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