Slide presentation from the Mullooly Asset Management podcast from October 2, 2012. The presentation is based on Exchange Traded Funds and focuses on informing the viewer on what ETF's are and are not.

1. Mullooly Asset Management Podcast
October 3, 2012
Mullooly Asset Management, LLC October 2012

2. Exchange Traded Funds (ETF)
Basket of investments (stocks) traded on the stock
exchange
Not all investments trade on an exchange
(government bonds, tax free municipal bonds, mutual
funds)
Mullooly Asset Management, LLC October 2012

3. Mutual Funds
Like ETF’s a basket of investments (usually stocks)
You invest $$$ not shares
Never know the price you are buying or selling at, just
get that day’s closing price because prices are set after
market closes
Mullooly Asset Management, LLC October 2012

4. Exchange Traded Funds (ETF)
Trades on the stock exchange and the price of the
basket of investments rises and falls based on how its
components are doing
Can set limit prices and stop orders
Mullooly Asset Management, LLC October 2012

5. Mutual Funds ETF’s
Reports holdings twice per Know exactly where money is
year invested and what price it is
Never know precisely what trading at every day
you are investing with Have commission like stocks
Some carry built in sales Expense charges are typically
charges (sales load) less than those of mutual
ALL funds carry expense funds
charges (paying mutual fund
manager, trading costs,
advertising expenses)
Mullooly Asset Management, LLC October 2012

6. Reasons to Like ETF’s
Traded on a listed exchange
Set stop orders and limits on them
Can get pretty specific in terms of buying a sector or a
small basket of companies
Mullooly Asset Management, LLC October 2012

7. None of the securities mentioned in this podcast are
considered investment advice.
If you’re relying on a podcast for investment advice, I
want to tell you, you’re making a huge mistake.
We strongly urge our listeners to consult with their
investment advisor before they make a decision to buy
or sell any investment.
Mullooly Asset Management, LLC October 2012

8. Mullooly Asset Management, LLC
Email: support (at) mullooly (dot)
net
Phone: 877-223-7300 toll-free
732-223-9000 local
732-223-9600 fax
Website: http://www.mullooly.net
Mullooly Asset Management, LLC October 2012