Active Alpha Portfolio Management: Appendix A
An Alternative Way to Manage an Equity Portfolio
An Alternative Way to Manage an Equity Portfolio
Appendix A: Table listing ETFs
| ETF Universe | Available since May 2003 | Available since June 2006 | Available since October 2006 |
|---|---|---|---|
| Basic Materials | |||
| MXI | Yes | ||
| IYM | Yes | Yes | Yes |
| Consumer Goods | |||
| ITB | Yes | Yes | |
| KXI | |||
| Energy | |||
| IEO | Yes | Yes | |
| IEZ | Yes | Yes | |
| IXC | Yes | Yes | Yes |
| Financials | |||
| IAI | Yes | Yes | |
| IYF | Yes | Yes | Yes |
| IAK | Yes | Yes | |
| IYR | Yes | Yes | Yes |
| IAT | Yes | Yes | |
| IXG | Yes | Yes | Yes |
| Health Care | |||
| IHF | Yes | Yes | |
| IHI | Yes | Yes | |
| IHE | Yes | Yes | |
| IBB | Yes | Yes | Yes |
| Industrials | |||
| ITA | Yes | Yes | |
| IYJ | Yes | Yes | Yes |
| EXI | Yes | ||
| Natural Resources | |||
| IGE | Yes | Yes | Yes |
| Technology | |||
| IGN | Yes | Yes | Yes |
| IGW | Yes | Yes | Yes |
| IGV | Yes | Yes | Yes |
| IXN | Yes | Yes | Yes |
| Telecom | |||
| IYZ | Yes | Yes | Yes |
| IXP | Yes | Yes | Yes |
| Utilities | |||
| IDU | Yes | Yes | Yes |
| JXI | Yes | ||
| International | |||
| IEV | Yes | Yes | Yes |
| FXI | Yes | Yes | |
| AIA | Yes | ||
| EEM | Yes | Yes | Yes |
| Fixed Income | |||
| TLT | Yes | Yes | Yes |
| TIP | Yes | Yes | |
| Commodities | |||
| GSG | Yes | ||
About the Author(s)
Davide Accomazzo, MBA, teaches global capital markets and investments/portfolio management and is a frequent writer on the topic of markets and other economic issues. He co-founded Cervino Capital Management in 2005 and is the company’s principal trader.
Rosario Rivadeneyra, is a candidate for a Master’s Degree in Finance at EGADE, a leading business school in Monterrey, Mexico. In 2007, she studied at the Graziadio School of Business and Management of Pepperdine University as an exchange student, and in 2008, she interned at Cervino Capital Management LLC, where she helped develop this study. She is currently working with the company in developing new products. In 2003, she co-founded Grupo Rosa Rojo SA de CV, a fashion accessory concern, where she served as general manager for the brand "Rosahigo" for three years. She is a contemporary dancer and a supporter of the performing arts.
Issue: 2009 Volume 12 Issue 1
Topic: Finance / Investing / Accounting
Tags: equity, investments, portfolio management
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