01
Jan
10

ETFs: Resumen de fin de año

El sitio de Morningstar tiene una nota que hace un buen resumen del crecimiento -en este ultimo año- y de la diversidad de ETFs.

We had another ETF bonanza this year, as 135 new exchange-traded funds and notes entered the market so far in 2009. (…) Morningstar data shows 926 ETFs and ETNs currently trading in the U.S. market, an imposing variety.

Asi mismo, Morningstar propone ideas para el desarrollo futuro de ETFs. Las mismas estan relacionadas a: deuda internacional (no US); acciones de empresas internacionales de buena calidad (léase fuertes ganancias a lo largo del tiempo) ; y leveraged ETFs.

Sobre este ultimo punto, hacen una recomendación a tener muy en cuenta:

When we thought about how a leveraged ETF could work for individual investors, we came up with a few big rules. First, it would have to change leverage monthly rather than daily, in order to reduce the negative effects of frequent compounding. Second, its underlying index should have minimal volatility in order to avoid the returns drag from compounding leverage on a wildly swinging portfolio. Third, the degree of leverage should stay fairly low, because the compounding effects and volatility drag increase vastly as you move from 2x to 3x or higher. Finally, the index and ETF should be as transparent as possible, with little counterparty risk.

Les recuerdo, que en noviembre pasado, posteamos un link a una nota muy interesante sobre Leveraged ETFs.


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