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WSJ: Your Fancy, New ETF Might Be a Little Too Fancy


Your Fancy, New ETF Might Be a Little Too Fancy
Exchange-traded funds have mostly been great investments, but they are getting too complex for their own good

https://www.wsj.com/finance/investing/your-fancy-new-etf-might-be-a-little-too-fancy-e0469cce?st=WYD1NZ&reflink=desktopwebshare_permalink (free link)

Comments

  • Good article, thanks for posting. As usual the gravy is in the comments.
  • Its a bit ridiculous. I was conversing with a few friends who are advisors and they were talking about how they are spending a lot of time helping their clients try and even begin to understand these products. and not because they want them to buy them but their clients are inquiring.

    IMO turn about is fair play. The industry has spent years purposely complicating their clients portfolios to keep the customer in the dark.

    but its crazy, these are technically niche products that 30% of all new etfs are them in 2024 is nuts. although it begs the question of how many new etfs are actually being created. 30% of 500 is less than 20% of 1000.
  • Increasing leverage? Complex investment products? Heaven forbid.

    Another Minsky Moment in the wings waiting for the cue to begin the last act.
  • I've only seen one investing strategy (not mine) work well using complex ETFs ... in this case, levered bull small/mid/QQQ ETFs. And in 2024, those 2-3x ETFs are 'quaint' (and probably safer) than some of the insane Rube-Goldberg-esque garbage being rolled out today...
  • @rforno -- you think? Who doesn't love a good carnival of silliness?
  • @rforno -- you think? Who doesn't love a good carnival of silliness?

    Probably those who buy them and then sell for a loss ... if they put 2 and 2 together to realise they weren't such great instruments after all.

  • But I was liking my little HELO ETF, cutesy ticker and all. You guys are ruining it for me.
  • JD_co said:

    But I was liking my little HELO ETF, cutesy ticker and all. You guys are ruining it for me.

    I'm waiting for a strategic-quintuple-leveraged-options-tactical-overlay-monthly-reset-buffered ETF be rolled out with the ticker 'SUKR.' ;)
  • rforno said:

    JD_co said:

    But I was liking my little HELO ETF, cutesy ticker and all. You guys are ruining it for me.

    I'm waiting for a strategic-quintuple-leveraged-options-tactical-overlay-monthly-reset-buffered ETF be rolled out with the ticker 'SUKR.' ;)
    "I'll take all they can sell".

  • Ork! K-I-S-S it!!!!
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