Case Studies Center

The Investing with ETFs Case Studies section takes an in-depth look at how investors with different backgrounds and time horizons use ETFs to achieve their goals.


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Stay current with the fast changing world of ETFs with ETF News. The latest developments of interest to ETF investors are posted daily to the front page of ETF MarketPro.


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Every week, the ETF MarketPro Staff highlights a current industry trend or fast moving ETF with the Chart of the Week on the front page.


Keeping Up

Part news analysis, part commentary, ETF MarketPro’s Keeping Up column goes beyond the headlines to give ETF investors new insights into investing with ETFs.


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ETF Investor Insights is the electronic newsletter from the editors at ETF MarketPro. Each week, the newsletter delivers the latest news, investing ideas, case studies and upcoming events of interest to ETF investors.


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Case Study: New to Investing

John has recently finished his studies, landed a new job and wants to begin putting some money to work in the market as well as pay down his student loans.


Case Study: Diversification

Cathy is a few years out of school and has been participating in her company’s stock purchase program. Her company’s stock has done well and now represents the majority of Cathy’s portfolio.


Case Study: Managing Risk

Jessica has been investing for awhile and took steps a couple of years ago to begin to diversify her portfolio. However, she is now concerned that the portfolio isn’t correctly balanced and wants to minimize any selling due to tax consequences.


Case Study: Seeking Alpha

Frank is a 55 year old executive with a $3 million portfolio. He is happy with the portfolio’s diversification and risk/return profile, but would like to carve out a piece of his investments, say 10% or so, to try and “beat the market”.