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Subject:  Re: Retirement planning Date:  4/8/2013  4:44 PM
Author:  gdett2 Number:  71830 of 88807


how do I educate myself best on ETFs? Do I need to trade them actively or just let them alone most of the time

Active trading of stocks is risky if you mean short-term, hours, days or weeks.

ETFs are mostly setup to mimic an index of some sort so the will track similar to index mutual funds. Where a mutual fund may have a $3,000 initial purchase and either buy or sell fees, ETFs have no limits or minimums and only your standard brokerage buy/sell fee.

As far as management, an annual rebalance, if needed, is sufficient. If you are adding new money during the year, you can target areas that have under performed. I use a spreadsheet to manager our ETFs:

There are instructions on the sheet. Feel free to copy it if it is of use to you. Actually, any stocks, mutual funds, ETFs or a mix can be used.

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