Dive deep into the complex world of Exchange Traded Funds (ETFs) with Ken from Capital Advantage Tutoring. Explore the foundational premises and workings of ETFs, a type of pooled investment vehicle, as regulated by the Investment Company Act of 1940. Understand the correlation between the value of an ETF and the securities it owns, and simplify the processes involved in buying and selling ETF shares.
Get clarity on how ETFs differ from mutual funds in terms of management, taxable income, and their amazing flexibility to track indices, commodities and various securities. Understand why ETFs are known as passive investments and how their quarter-end rebalancing activities contribute to this categorisation.
Ken dissects the impacts of expense ratios and tracking errors on ETF performance compared to the tracked index. Learn about the multiple types of ETFs, their characteristics, and risks involved when investing in leveraged and inverse ETFs and Exchange Traded Notes (ETNs).
This episode also starkly highlights the difference between ETFs and ETNs, shedding light on the debt-nature of ETNs and why they may be less appealing to investors due to default risk. Walk through real-life scenarios to better understand market fluctuations and their effects on the value of your investment. If you're seeking to understand ETFs and ETNs in the current investment landscape, this podcast is for you.
SIE Exam prep FREE Prohibited Activities (Don’t you do it!!)
10 things I wish I did with my persona finances in my 20s
Series 7 Exam Options
SIE exam prep Free Compliance part 1
How to study for the Exam
SIE Exam Prep Free Customer Accounts
SIE Exam Prep Free Clearing and Settlement
SIE Exam Prep Free Order Types
SIE Exam Prep FREE ( Customer Accounts )
SIE Exam Prep FREE ( Settlement and Clearing)
SIE Exam Prep FREE New Offerings
SIE exam prep free ( Mutual Funds and Annuities)
Series 7 Exam Prep FREE The only suitabilty episode you will need
SIE Exam Prep FREE Alternative Investments
SIE Exam Prep Free Options
SIE Exam PREP free Investment Returns
SIE Exam Prep FREE Mutual Funds and Annuities
Sie Exam Prep FREE-- Types of Debt ( deeper dive )
SIE Exam Prep FREE Introduction to Debt
SIE exam prep FREE Equities
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast