Archive for September, 2006

Positive steps taken by Sogoinvest

Thursday, September 14th, 2006

Sogoinvest has been reasonably receptive to client feedback. I have provided feedback to them through various channels, including emails, this blog [1] [2] and through Grant’s TheCornerOffice blog.
Two of my greatest dissatisfactions with Sogoinvest had been the following:

Long ACH delay between bank debit of funds and posting of credit into the Sogoinvest account.

Margin interest accruing […]

ETF underlying value

Thursday, September 14th, 2006

I used ETFs as part of my investment allocation. Unlike mutual funds which are priced at NAV (net asset value) at the end of the business day, ETFs could trade at a premium (higher than NAV) or at a discount (below the NAV) throughout the trading session. Obviously, everyone hopes to buy at a discount […]

More International ETFs coming

Wednesday, September 13th, 2006

According to Morningstar’s recent article, SSgA has filed with the SEC to introduce 16 new international ETFs. These include the following:
SPDR S&P Asia Pacific ETF
SPDR S&P Asia Pacific Emerging ETF
SPDR S&P China ETF
SPDR S&P Emerging Markets ETF
SPDR S&P EPAC ETF
SPDR S&P Europe ETF
SPDR S&P European Emerging ETF
SPDR S&P Latin America ETF
SPDR S&P Middle East & […]