Actively traded ETFs could provide investment benefits–but will more likely hurt your returns
When ETFs first hit the market in the 1990s, we hailed them as the most benign investment innovation we’d ever seen. They started out as a new, improved alternative to mutual funds.
ETFs are… Read More
Here’s Part One of the most-recent letter I sent to our Portfolio Management clients in May 2023:
“Many investors wonder what to expect next from interest rates, following the rise they began in early 2020, around the time when the COVID-19 pandemic first appeared.
My best guess… Read More
Here’s the text of my latest letter to our Portfolio Management clients, sent in October 2021:
“You may be surprised to learn that the percentage of Americans who own stocks has been going down for some time.
The Gallup organization carries out an annual Economy and Personal… Read More
ETFs (Exchange Traded Funds) have been around since 1993, with the launch of the S&P 500 Trust ETF. By 2002, 102 ETFs were trading; the number hit 1,000 by the end of 2009. As of the end of 2019, there were 7,000.
When we started covering… Read More
A top ETF will practice “passive” management, and have a much lower MER than a comparable mutual fund.
You might say we specialize in “plain vanilla” stocks—the ordinary kind, in other words, without any special features. We always almost stay out of new issues. For the most… Read More
Trading ETFs can work just as well in facilitating dumb moves as it does with smart moves.
Most investors would agree when we say that Exchange Traded Funds or ETFs started out as the most benign investment innovation that has come along in… Read More
Many new ETFs have wide appeal and include a broad range of investment opportunities. They can also come with extra costs that investors should be aware of.
Most investors would agree when we say that Exchange-Traded Funds (ETFs) started out as the… Read More
Most investors would agree when I say that Exchange-Traded Funds (ETFs) started out as the most benign investment innovation that has come along in our lifetimes.
However, as often happens after the successful launch of any new investment product, the financial… Read More
On occasion, we come across an investment that provides a clear example of one or more investment principles. Global X Social Media ETF, which we analyze in this week’s first question, touches on several.
ETFs. Exchange traded funds are a relatively recent and benign investment innovation… Read More
You might say we specialize in “plain vanilla” stocks, bonds and mutual funds—the ordinary kind, in other words, without any special features. We almost always stay out of new issues. We’ve always been highly selective in our income trust and royalty trust recommendations. We advise… Read More
Learn everything you need to know in 'The ETF Investor's Handbook' FREE Special Report from The Successful Investor.
ETFs Guide for Canadian Investors: Find the best way to invest in ETFs with low fees, low risk & high satisfaction.
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