What are ETFs?
ETF is an acronym for exchange traded fund. These exchange traded funds are used to track indexes as closely as possible, since investors cannot actually buy an index outright.
Exchange traded funds trade on stock exchanges, just like stocks. Investors can buy them on margin, or sell them short. The best exchange-traded funds offer well-diversified, tax-efficient portfolios with exceptionally low management ETF fees. They are also very liquid.
Investors use ETFs in a variety of ways, and some investors work only with ETFs and no other type of investment in portfolio creation.
An amazing aspect of ETFs is their diversity. Some investors may create an entire portfolio solely from a few well-diversified ETFs.
ETFs trade on stock exchanges, just like stocks. That’s different from mutual funds, which you can only buy at the end of the day at a price that reflects the fund’s value at the close of trading.
Prices of ETFs are quoted in newspaper stock tables and online. You pay brokerage commissions to buy and sell them, but their low management fees give them a cost advantage over most mutual funds.
As well, shares are only added or removed when the underlying index changes. As a result of this low turnover, you won’t incur the regular capital gains taxes generated by the yearly distributions most conventional mutual funds pay out to unitholders.
ETFs have a place in every investor’s portfolio, at TSI Network we also recommend using our three-part Successful Investor strategy:
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Traditionally, there have been several options for parents and grandparents looking to make investments for children. But here’s how to choose the best investments for children in 2021.
Taking the time to pick the right investments for children and grandchildren is a worthwhile endeavour. If the… Read More
Two Canadian Bond ETFs offering low fees and high-quality holdings
Spurred by the dramatic impact of COVID-19 on the economy, the Bank of Canada cut its benchmark interest rate to record lows.
Even for our conservative investors, we caution against investing in bonds. Today’s low interest rates… Read More
A Member of Pat McKeough’s Inner Circle recently asked for his advice on an ETF that focuses on Canadian finance firm common shares, preferred shares and corporate bonds.
Pat likes the high distribution rate but warns that rate may be unsustainable. He also feels the MER… Read More
To determine when to buy an ETF, some investors use technical analysis and other tools. But you need to dig deeper.
Investors often wonder: what is a good entry point when purchasing a stock or an ETF?
The first question before asking when to buy an ETF… Read More
Any currency volatility can send investors hunting for hedged ETFs. But the extra costs limit their appeal.
If you want to buy U.S. stocks and hedge against the U.S. dollar’s movements against the Canadian dollar, you could buy a hedged ETF like the iShares Core S&P… Read More
A Member of Pat McKeough’s Inner Circle recently asked for his advice on an ETF that focuses on preferred shares to generate income.
Pat explains the pros and cons of preferred shares and highlights why he feels one such ETF is a better prospect than the… Read More
Sustainable investments continue to gain popularity with a fund that invests based on a company’s environmental impact, social behavior, and corporate governance.
This fund features firms engaged in renewable energy generation and infrastructure, low carbon emissions and other environmentally friendly businesses.
INVESCO CLEANTECH ETF (New York symbol… Read More
This hyper-focused fund is concentrated heavily in the popular solar energy sector.
It has a reasonable MER and offers broad diversification if you want exposure to this area of the renewable energy industry.
INVESCO SOLAR ETF (New York symbol TAN; buy or sell through brokers) tracks solar-related… Read More
Most precious-metal stocks dropped, along with stock markets, in March 2020. They then quickly reversed that trend to climb for investors. In fact, gold soared to over $2,000 U.S. an ounce for the first time ever before falling back just below $1,800.
Still-strong gold and silver… Read More
You can develop an aggressive ETF portfolio model to add to your conservative profits—but we recommend you follow these tips
We still feel that investors will profit the most with a well-balanced portfolio of high-quality individual stocks, but ETFs can also play a role in a.. Read More
All the major global stock markets fell at the initial outbreak of COVID-19, but many top markets have since rebounded.
We think the outlook remains positive for quality stocks, and one way to profit from that—while cutting your risk—is to invest in top international ETFs… Read More
When it’s a question of ETFs vs index funds, which ones work best in your portfolio?
When considering ETFs vs index funds for your portfolio, it’s important to have a strong understanding of each.
Exchange-traded funds hold baskets of stocks that represent stock indexes. ETFs are set… Read More
Precious-metal stocks dropped, along with stock markets, in March 2020 as the pandemic forced a global shutdown. They then quickly reversed themselves to soar for investors.
For many investors, gold and silver represent “safe harbours” in turbulent times and it’s why we expect further price jumps… Read More
Canadian index mutual funds were among the better financial innovations to come along in the past few decades. Still the popularity of ETFs may soon eclipse them
Canadian index mutual funds are specialized mutual funds that aim to equal the performance of a Canadian market index,… Read More
Buying a base metals ETF, like one holding copper companies, is a great way to diversify your resources holdings beyond gold
We think that most investors should have some Resources & Commodities exposure as part of a well-balanced portfolio—10% to 20% is a good proportion for… Read More
These two blue chip ETFs hold mostly large-capitalization, widely traded stocks on the Canadian exchange. Both funds mirror, or track, the performance of major stock market indexes as opposed to narrower ones focused on resources or themes, such as solar power or biotech.
Blue chip ETFs… Read More
More and more, exchange-traded funds (ETFs) are finding their way into the portfolios of investors.
That’s because, unlike many other financial innovations, they don’t load you up with heavy management fees, or tie you down with high redemption charges if you decide to get out of them… Read More
This ETF offers broad exposure to some of the best dividend-paying stocks listed in Canada.
While the fund focuses on dividend yields in choosing its individual holdings, it also considers the stock’s prospects for dividend growth and the sustainability of those payments for investors.
ISHARES CANADIAN SELECT… Read More
Find out which investment wins: Here’s our mutual fund vs ETF comparison
When considering a mutual fund vs ETF for your portfolio, it’s important to have a strong understanding of each.
Mutual funds are diversified portfolios of equities and investments in which small investors can take part… Read More
Pat McKeough recently replied to a member of the Inner Circle looking for an ETF that offers protection from down markets. The BMO Low Volatility Canadian Equity ETF selects stock holdings based on their beta score. That’s a commonly used, but often misleading, measure of… Read More
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