etf

Value investing has long been considered the investment style that provides superior returns over the long run. However, for much of the past 15 years “growth investing” produced much better results. That may be changing, as “value investing” staged a comeback over the past three years, supported by moderate profit growth and considerable valuation discounts.


Defining ‘value investing’


There is no universal definition of value investing....

This month we highlight an ETF that aims to profit from the popularity of a single company—Nvidia—and a second that wants to jump aboard the artificial intelligence bandwagon.


NVIDIA YIELD SHARES PURPOSE ETF $30.82 (Neo Exchange symbol YNVD) invests in the common stock of Nvidia Corp....

Switzerland has a stable, export-oriented economy, which regularly ranks among the world’s most competitive. In addition, it is home to some of the top performing and best-known global companies. The Swiss economy continues to outperform the overall Euro area, aided by comparatively low inflation and interest rates, as well as by its large chemical and pharmaceutical industries, which are relatively insensitive to global business cycles.


Here is one ETF that provides exposure to leading Swiss publicly traded companies.


ISHARES MSCI SWITZERLAND ETF $47.38 (New York symbol EWL; TSI Network ETF Rating: Conservative; Market cap: $1.2 billion) tracks the performance of the largest publicly listed Swiss companies.


Healthcare companies account for 33% of the assets, while Consumer Defensive (21%), Financial Services (18%), Basic Materials (9%), and Industrials (9%) are other key segments.


The ETF holds a portfolio of 41 stocks; the top 10 holdings make up a sizeable 67% of its assets....

As their name implies, value stocks trade lower than their fundamentals would suggest. Investors perceive them as undervalued with the potential to rise. Even so, it’s best for you to zero in on the shares of quality companies with a consistent history of sales and earnings (or the ETFs that hold them)....

GLOBAL X SUPERDIVIDEND ETF $21.23 (New York symbol SDIV) invests in 100 of the highest-yielding stocks worldwide.


Stocks in the fund’s portfolio are equally weighted to reduce the risk associated with a high exposure to individual companies....

Traditionally, the price of most stocks, and the ETFs that hold them, drop in market declines. However, certain segments generally perform better than the overall market. Below, we highlight three ETFs focused on firms that produce and sell consumer staples. They should, as in past downturns, bounce back faster than most segments if the market drops.


Meanwhile, the supplement starting on page 39 provides more information on the performance of various sectors during market declines.


VANGUARD CONSUMER STAPLES ETF $200.24 (New York symbol VDC; TSINetwork ETF Rating: Aggressive; Market cap: $7.7 billion) tracks the MSCI U.S....

Most precious-metal stocks dropped, along with the market, in March 2020. They then quickly reversed that trend to soar for investors, in part because of gold’s appeal as a “safe harbour” in times of economic uncertainty. In fact, in August 2020, gold jumped to over $2,000 U.S....

INVESCO SOLAR ETF, $42.01, is a buy for aggressive investors. The ETF (New York symbol TAN; buy or sell through brokers) tracks solar-related companies (including technology firms and utilities) listed on global exchanges.


Its top holdings are Enphase Energy (U.S.; home solar systems) at 12.6%; First Solar (China; solar panels), 10.7%; SolarEdge Technologies (Israel; solar-power batteries), 7.8%; Shoals Technologies (China; solar components), 5.7%; GCL Technology (China; polysilicon), 5.6%; and Sunrun (U.S.; panels), 5.6%.


The ETF’s MER is a relatively high 0.67%.


Renewable stocks have drifted down since early 2021; that follows big run-ups in 2020 on President Biden’s support for sun, wind and hydro power—plus strong investor interest in stocks gaining from environmental concerns....

Generally speaking, Canadians are blocked from buying mutual funds that are registered in the U.S. unless those funds are also registered with provincial securities commissions. (Moreover, some Canadian mutual funds are only available in a limited number of provinces.)


Investors in this country can, however, buy exchange-traded funds, or ETFs, listed on U.S....

A: The Roundhill Magnificent Seven ETF, $37.90, symbol MAGS on Nasdaq Units outstanding: 3.9 million; Market cap: $147.8 million; www.roundhillinvestments.com), offers equal weight exposure to the so-called “Magnificent Seven” stocks—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla.

The fund’s MER is 0.29%.

Prior to November 9, 2023, this ETF was originally named the Roundhill Big Tech ETF (BIGT)....