Exchange-Traded Funds For Dummies Australia and New Zealand Edition

Exchange-traded funds (ETFs) offer access to a range of investments in a single trade, are usually less volatile than individual stocks, cheaper than most managed funds and more tax-effective. But how do you pick the one that’s right for you? This straightforward book helps you weigh up your options, build an effective portfolio and maximise your profits.

• Get to know the major players in Australia and New Zealand — find a broker, open an account and familiarise yourself with suppliers and indices

• Understand risk control and diversification — learn the importance of a diversified, lowly correlated portfolio, and how ETFs can help you achieve this

• Invest smartly in commodities and precious metals — tap into the returns offered by the Australian mining boom

• Manage small-cap, large-cap, sector and international investments — take advantage of returns in local markets and invest directly in US-listed ETFs

• Add bonds, REITs and other ETFs — secure consistent yields and add property to your investment portfolio

• Work non-ETFs into your investment mix — improve returns through careful selection of active managed funds

• Fund your retirement years — determine how much you need for retirement, and how ETFs can get you there

Open the book and find:

• Advice on choosing ETFs over options, CFDs and warrants

• Sample portfolios

• Tips on revamping your portfolio based on life changes

• How to avoid mistakes that even experienced investors make

• Forecasts for the future of ETFs in Australia and New Zealand

• A complete listing of Australian and New Zealand ETFs

• Great online resources to help you invest in ETFs

Learn to:

• Diversify your investment portfolio

• Lower your investment costs and reduce your tax liabilities

• Take advantage of Australia’s mining boom by investing in commodities

• Invest in international markets

Exchange-traded funds (ETFs) offer access to a range of investments in a single trade, are usually less volatile than individual stocks, cheaper than most managed funds and more tax-effective. But how do you pick the one that’s right for you? This straightforward book helps you weigh up your options, build an effective portfolio and maximise your profits.

• Get to know the major players in Australia and New Zealand ― find a broker, open an account and familiarise yourself with suppliers and indices

• Understand risk control and diversification ― learn the importance of a diversified, lowly correlated portfolio, and how ETFs can help you achieve this

• Invest smartly in commodities and precious metals ― tap into the returns offered by the Australian mining boom

• Manage small-cap, large-cap, sector and international investments ― take advantage of returns in local markets and invest directly in US-listed ETFs

• Add bonds, REITs and other ETFs ― secure consistent yields and add property to your investment portfolio

• Work non-ETFs into your investment mix ― improve returns through careful selection of active managed funds

• Fund your retirement years ― determine how much you need for retirement, and how ETFs can get you there

Open the book and find:

• Advice on choosing ETFs over options, CFDs and warrants

• Sample portfolios

• Tips on revamping your portfolio based on life changes

• How to avoid mistakes that even experienced investors make

• Forecasts for the future of ETFs in Australia and New Zealand

• A complete listing of Australian and New Zealand ETFs

• Great online resources to help you invest in ETFs

Learn to:

• Diversify your investment portfolio

• Lower your investment costs and reduce your tax liabilities

• Take advantage of Australia’s mining boom by investing in commodities

• Invest in international markets