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Using Low-Volume ETFs For Maximum Impact and Minimum Cost



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November 07, 2012
2:00-3:00 p.m. EST

Complimentary Webinar


 
 
 
Scott-Freeze
Paul-Weisbruch

Speaker
Scott Freeze
President and Founder
Street One Financial

 

Speaker
Paul Weisbruch
VP of ETF/Options Sales
and Trading
Street One Financial

Moderator: Ray Fazzi, Senior Editor,
Financial Advisor and Private Wealth magazines

Advisors are increasingly using low-volume ETFs-those that trade less than 150,000 shares daily and/or with wider spreads-to gain rapid access to market subsectors and to hedge.

This complimentary webinar will explore the benefits of using low-volume ETFs in client portfolios and provide advisors with insight on the ideal conditions for trading low-liquidity ETFs.

Topics include:

  • Using low-volume ETFs to access subsectors, ranging from biotech companies to oil drillers to volatility indexes.
  • Popular low-voluem ETFs across a variety of subsectors, ranging from the Peritus High Yiedl ETF (HYLD) and the SPDR Barclays Capital International Treasury Bond ETF to the PowerShares Water Resources ETF (PHO).
  • Examples of low-volume ETFs that advisors are using as hedges.
  • Why overwhelming the market with a large order, using the wrong venues or even executing at the wrong time of day can significantly increase the cost of a transaction.

Sponsored by Scottrade-logo

 

This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations


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Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.