etf

This month we look at two new ETFs launched by U.S. providers. The first promises to provide some protection when markets decline, and the second invests in companies that will benefit from the work-from-home trend.


NATIONWIDE RISK-MANAGED INCOME EQUITY ETF $27.45 (New York symbol NUSI) seeks to provide regular income, plus downside protection, from a portfolio of U.S....

Exchange-traded funds have traditionally offered investors three main advantages: ease of trading, low fees, and transparency. We still believe passively managed ETFs—which simply track benchmark indexes—do the best job of meeting those goals. However, actively managed ETFs, where fund managers tinker with their holdings to beat the benchmarks, are gaining popularity in Canada....

Actively managed exchange-traded funds are very similar to actively managed mutual funds. In both cases, the portfolio managers strive to beat their benchmarks.


However, whether they aim to use fundamental research, or computer driven analysis, actively managed mutual funds have struggled over the past decade to beat their benchmarks....

China, India and Asia’s other emerging markets have seen strong growth for several decades. Recently, though, their economies have been knocked back by stringent measures to curtail the COVID-19 pandemic. However, there are solid signs of recovery. That bodes well over the next few years for investors in emerging Asian ETFs....

The EVENTSHARES US LEGISLATIVE OPPORTUNITIES ETF $24.98 (New York symbol PLCY) aims to hold stocks in companies that will be impacted by U.S. government policy and regulations.


The fund currently holds 112 stocks. Top holdings include Avalara (sales tax software supplied to governments), Teladoc (virtual healthcare services), Axon Enterprises (technology and weapons such as tasers for law enforcement plus wearable cameras), and Tyler Technologies (information management solutions for local governments).


The ETF launched in October 2017, and charges a high MER of 0.75%.


Since inception almost 3 years ago, the fund has gained 17.7% compared to a gain of 25.7% for the broad-based Russell 1000 index.


The ETF’s managers believe that government policies remain one of the great overlooked drivers of investment performance....

The best drug stocks will have an established portfolio of drugs without near-term generic competition, plus a number of other up-and-coming drugs in the pipeline.

All of the major global stock markets are down in the wake of COVID-19’s spread. But we think the worst is over for many stocks, and one way to profit, while at the same time cutting your risk, is to invest in ETFs.


Here’s a look at four international funds that we believe are well-suited for your new buying....

SPDR S&P CHINA ETF $120.21 (New York Exchange symbol GXC; buy or sell through brokers; www.spdrs.com) tracks the S&P China BMI Index. This includes all publicly traded Chinese stocks available to foreign investors.


Right now, the SPDR S&P China ETF holds 734 stocks....

A: The CI First Asset Gold+ Giants Covered Call ETF, $17.20, symbol CGXF on Toronto (Units outstanding: 24.8 million; Market cap: $426.6 million; www.firstasset.com), holds an equal-weighted portfolio of the 15 largest gold and precious-metal companies as measured by market capitalization....

Before you buy an investment that is not yet making money, it’s best to look at it from a “first principals” or “financial physics” standpoint. You can start by asking yourself some simple questions, such as:

“Where’s my profit coming from?”

“What’s special about this investment that makes it capable of profiting from this opportunity?”

“How long will it take for profits to start flowing?”

When you go back and analyze investments that lost money for you, you’ll often find that you failed to ask these questions....