etf

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, ETFs, listed on U.S....

A: The BMO Low Volatility Canadian Equity ETF, $33.51, symbol ZLB on Toronto (Units outstanding: 72.8 million; Market cap: $2.4 billion;
www.etfs.bmo.com), provides exposure to a low beta-weighted portfolio of Canadian stocks. The aim is to reduce your exposure to market volatility.


The ETF selects 40 or so (currently 47) of the lowest beta stocks (more on beta below) from the 100 largest and most-liquid stocks in Canada....

A: The Vanguard Conservative ETF Portfolio, $28.01, symbol VCNS on Toronto, holds roughly 40% of its assets in Vanguard stock ETFs and 60% in bond ETFs. This $466.4 million ETF started up on January 25, 2018, and has a low 0.22% MER. The ETF yields 1.9%.


The Vanguard Balanced ETF Portfolio, $28.84, symbol VBAL on Toronto, has the opposite proportions to the Vanguard Conservative ETF Portfolio....

One of the key tenets of our Successful Investor philosophy is to diversify by spreading your money out across most if not all of the five main economic sectors: Manufacturing & Industry, Resources & Commodities, Consumer, Finance, and Utilities.


And as part of your holdings, we continue to recommend that most Canadian investors hold at least two or three of Canada’s Big Five banks (TD Bank, Bank of Nova Scotia, CIBC, Bank of Montreal and Royal Bank)....

This month we look at two new ETFs. The first of those funds invests in companies involved in the management of private equity. The second is an actively managed ETF concentrating on companies that its managers believe will benefit from a rise in inflation.


NBI GLOBAL PRIVATE EQUITY ETF $32.79 (Toronto symbol NGPE) lets Canadians invest globally in publicly listed companies involved in private equity....

Last year was a difficult one for the U.K. and its economy due the coronavirus pandemic. But the outlook for 2021 is much more positive.


The rebound will come from the easing of COVID-19 restrictions as the pandemic slows and from the government’s extensive stimulus spending....

Banks and other financial services firms suffered in early 2020 as the pandemic took hold. But most have since bounced back. Meanwhile, once COVID-19 eventually subsides and economic activity strengthens, the best of these stocks should be strong performers. That’s all the more so because the pandemic has accelerated their shift to online services as a way of servicing clients while cutting costs.


Here are three ETFs—among them two Canadian-listed funds—that provide investors with exposure to U.S....

We generally advise against selling your best picks too soon. The same advice applies not only to your individual stock or ETF holdings, but also to your ETF portfolio, in general.


By holding on to your best ETFs or stock picks, you improve your chances of latching on to a market superstar—a stock or ETF that will wind up producing two or five or 10 times more profit than average....

A closed-end funds has a fixed asset base invested in a portfolio of securities. The value of the fund’s assets rises and falls depending on how it invests its funds. The units of the closed-end fund trade like stocks, and most often on a stock exchange.


Those units may trade above the per-unit value of the investments the fund holds....

We still feel that virtually all Canadians should have, say, 20% to 30% of their portfolio in U.S. stocks, or in ETFs holding those stocks. In fact, for some investors, that’s all the foreign exposure their portfolios really need. Still, international markets can add further diversification and provide exposure to some top global leaders.


Here we highlight two ETFs that hold high-quality international stocks—but without U.S....