Saturday, July 12, 2008
Subscribe to:
Post Comments (Atom)
This is a stock market blog about portfolio management,foreign stocks, exchange traded funds and the occasional musing about my firefighting experiences. The point here is to share process.
The opinions expressed on this site are those solely of Roger Nusbaum and do not necessarily represent those of Your Source Financial (“YSF”). This website is made available for educational and entertainment purposes only. Mr. Nusbaum is an Investment Adviser Representative of YSF, an investment adviser registered with the U.S. Securities and Exchange Commission. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of YSF. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of YSF’s Part II of Form ADV is available upon request. In addition, a copy of YSF’s privacy notice can be obtained by click here. This website is in no way a solicitation or an offer to sell securities or investment advisory services. Mr. Nusbaum and YSF disclaim responsibility for updating information. In addition, Mr. Nusbaum and YSF disclaim responsibility for third-party content, including information accessed through hyperlinks. ALL RIGHTS RESERVED.
10 comments:
I was wondering if you are aware of an easy way or available resource to find out which ETF's in universe give exposure to a specific stock/company, GE for example, and if so how much. If not, it sure seems like this would be a great web site service to offer.
so instead of saying how much IBM is there in such and such a fund like with ETFconnect.com you want to go the other way...what funds are heavy in IBM?
if that is the question, I don't know.
An interesting chart here in this recent (June) news letter on the 20Month Exponential Moving Average for the S&P 500 (page 3).
http://tinyurl.com/5dhdw2
(Note: This guy, Jim Shepherd, believes in the deflationary model for coming months ahead. Not sure I agree with him there, but he could be right.)
Try Yahoo Finance Quote. Company-Compoents shows which ETFs have IBM as a Top 10 holding.
Wow, thanks anonymous! I use Yahoo Finance everyday, but never realized/noticed that "Components" will tell you which ETF's a given stock/company is a top ten holding. Very helpful!
As long as people are asking questions...which site(s) show a stock's beta? I know I've seen it given, from time to time, but can't remember where/which site it was. It crossed my mind it would be a useful tool in constructing a portfolio, in terms of verifying correlation (or lack of). Thanks.
jan
for free: the key statistics page on yahoo finance, so stocks only
willing to pay: portfolioscience.com has that data along with a few others
I occasionally use the Morningstar X-Ray tool for a snapshot of my portfolio, but find that it lacks info on some of my holdings (CEFs, in particular.) Just curious if you have an opinion on the tool.
Thanks very much for a helpful, instructional post today.
Morningstar does have issues, utility yes but issues too.
In addition to Morningstar I use Portfolioscience.com, which has gaps of its own but between the two I think a pretty good picture can be had.
Roger,
Thanks for the info. The thought crosses my mind that, using the yahoo finance tool, one could extropolate the beta for an ETF/CEF by examining the components it contains.
jan
Post a Comment