ETFs
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ETFs Is it appropriate for clubs to invest in ETFs, or are there reasons not to do so? Our club is considering a solar power ETF. Dawn McCaghy Mt. Ararat Investment Club Our club goes back and forth on this. We have had no bad experiences or tax problems with the ETFs. The question that comes up at our meetings is whether they are appropriate given our charter is education in investing. ETFs don't have the same evaluation metrics and ETFs don't have a lot of info other than at an index or industry level. There are lists of the top ten holdings usually, or even of the entire portfolio, but how does one evaluate that? For instance, we invested in a small cap technology ETF. Try to find a lot of information about small cap technology stocks. So if one wants to invest in that sector, the easiest way is through an ETF. Peter Dunkelberger Sumner Stock Selectors Investment Club Is it appropriate for clubs to invest in ETFs, or are there reasons not
Is it appropriate for clubs to invest in ETFs, or are there reasons not Dawn: We use the Vanguard Total U.S. Market Index (VTI) and the Vanguard Small Cap Index (VB) sometimes as place holders to remain fully invested when we don’t have a company to buy. Their expense ratios are very small. We also hold one ETF, iShares Expanded Tech-Software Sector ETF (IGV). None of these ETFs individually are more than 7% of our total portfolio. Best regards, Ty Hughes On Nov 6, 2020, at 10:59 AM, Dawn McCaghy via bivio.com <user*30315500001@bivio.com> wrote: Is it appropriate for clubs to invest in ETFs, or are there reasons not to do so? Our club is considering a solar power ETF. Dawn McCaghy Mt. Ararat Investment Club My understanding is commodities have the potential to pose problems for investment clubs so we stay away from those. Bob Mann > On 11/06/2020 12:14 PM Ty Hughes via bivio.com <user*3139700001@bivio.com> wrote: > > > Dawn: > > We use the Vanguard Total U.S. Market Index (VTI) and the Vanguard Small Cap Index (VB) sometimes as place holders to remain fully invested when we don’t have a company to buy. Their expense ratios are very small. We also hold one ETF, iShares Expanded Tech-Software Sector ETF (IGV). None of these ETFs individually are more than 7% of our total portfolio. > > Best regards, > > Ty Hughes > > > > On Nov 6, 2020, at 10:59 AM, Dawn McCaghy via bivio.com <user*30315500001@bivio.com> wrote: > > Is it appropriate for clubs to invest in ETFs, or are there reasons not to do so? Our club is considering a solar power ETF. > Dawn McCaghy > Mt. Ararat Investment Club We currently have a fair amount of cash in our account and we are having a hard time trying to come up with stocks that all of us feel comfortable with. Does the idea of using VTI and/or VB as place holders make sense to others? Amy ItsRelative -----Original Message----- From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Ty Hughes via bivio.com Sent: Friday, November 6, 2020 9:14 AM To: club_cafe@bivio.com Cc: iana starchykova Subject: Re: [club_cafe] ETFs Dawn: We use the Vanguard Total U.S. Market Index (VTI) and the Vanguard Small Cap Index (VB) sometimes as place holders to remain fully invested when we don’t have a company to buy. Their expense ratios are very small. We also hold one ETF, iShares Expanded Tech-Software Sector ETF (IGV). None of these ETFs individually are more than 7% of our total portfolio. Best regards, Ty Hughes On Nov 6, 2020, at 10:59 AM, Dawn McCaghy via bivio.com <user*30315500001@bivio.com> wrote: Is it appropriate for clubs to invest in ETFs, or are there reasons not to do so? Our club is considering a solar power ETF. Dawn McCaghy Mt. Ararat Investment Club
We currently have a fair amount of cash in our account and we are having a hard time trying to come up with stocks that all of us feel comfortable with. Does the idea of using VTI and/or VB as place holders make sense to others? |
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