PUR Investing Inc.


T  1.866.417.0082
F  416.637.3575
E  info@purinvesting.com
B  Zen and the Art of Investing

YOU ARE HERE : EXPERTISE :: PŮR SCHOOL ::: ETF Portfolio Construction ::: First Course
PUR Constructs

PUR 101


PUR CONSTRUCTS FIRST COURSE

PURPOSE :

  • assess investment objectives;
  • understand how to organize and source information about ETFs;
  • identify the two most important screening criteria for ETFs.


Stock exchanges, ETF sponsors and resource sites provide useful information about products including holdings, past performance, costs and other descriptive and technical data.

In Canada  
Three ETF sponsors offer helpful information for Canadian investors :
U.S. General  
These sites offer helpful information and are good educational resources :
U.S. Product Centric  
Links to the sites of the larger ETF sponsors are shown below :

Barclays Global Investors Canada Limited
(select “Individual Investor” as investor type)
Index Universe
ETFs in registration
and U.S. ETF screener
EDGAR
Prospectus and U.S. SEC corporate filings source
FINRA
(Financial Industry Regulatory Authority)
Broad investing education
TMXMoney
Educational
NYSE Euronext
Educational
Seeking Alpha
ETF Center : ETF investing articles from screened contributors
SPDR University
Educational
Vanguard
ETF vs. ETF comparisons

COURSE MATERIAL  

 

17 May, 2010idth="77" height="72" />

POWERPOINT

 

VIEW

  • the importance of assessing your investment objectives
  • how to get a personal risk number and what it means

 

Vew Screen Demo (with Audio)

SCREEN CAST

 

 

LISTEN

  • walk through a demonstration of the screening tool
  • learn how to define available Canadian ETFs into useful groups
  • refine choices to emphasize important characteristics

 

Download Course Material

NOTES

 

DOWNLOAD

  • a summary of useful links for more information

 

GOTO :   


 

Your comments are greatly appreciated and can be sent to PUR CONSTRUCTOR !

We would like to thank Barclays, Claymore and Horizon Betapro
for their ongoing professional support!

 

 

 

 


Latest Post : May 5, 2010


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