This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Money Managers' Top ETF Picks for 2009

Most investors are happy to have turned the page on 2008. Now money managers are looking for ways to help them bounce back in the new year. Here are some managers' top ETF picks for 2009 and beyond.

Maximizing utility: Alan Rosenfield, managing director and founder of Harmony Asset Management, is anticipating adversity for the market in 2009. "We like the long term, but are nervous about the shorter term," he says. "I think we might see a lot of sideways action in the months ahead."

One of Rosenfield's top picks for the next 12 to 18 months is the Vanguard Utilities ETF (VPU). This ETF has 84 holdings and a yield of 3.7%. "We think it's cheap, has a good dividend yield and it's defensive," he says.

Although the potential for inflation has taken a backseat to the slumping economy, Rosenfield believes inflation could emerge as a byproduct from a spike in the nation's money supply. "As an investor, you have to be very careful about what you are buying," he says. "Over the long term, you have to be concerned about inflation."

Rosenfield says the PowerShares DB Agriculture Fund (DBA), which now trades 39.8% below its 52-week high achieved in late February, will be a prime beneficiary if inflation quickens.

Bullish on agriculture: Tony Welch, a portfolio manager at Sarasota Capital Strategies who specializes in ETFs, is also bullish on the agriculture front. Welch recently took a long position in the Market Vectors Agribusiness ETF (MOO). "Agribusiness is definitely a long-term trend," he says. "A lot of the stocks in this ETF were beaten down by hedge fund liquidations so there is a lot of value in it now."
1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG
EEM $38.67 -2.79%
VPU $91.83 0.28%
MOO $55.14 -0.95%
TLT $118.15 1.85%
DBA $23.22 -0.21%

Markets

DOW 17,683.58 -46.53 -0.26%
S&P 500 2,068.76 -8.02 -0.39%
NASDAQ 4,991.94 -17.2740 -0.34%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs