investment

Here’s an Excerpt from the June 16 issue of Advice for Inner Circle Pro Members:


“The investment business is riddled with conflicts of interest. These conflicts have a way of tainting investment predictions so that they agree with and support sales pitches....

A: The Vanguard Value ETF, $106.79, symbol VTV on New York (Units outstanding: 475.3 million; Market cap: $51.1 billion; www.vanguard.com) focuses on large-cap value stocks, using the following ratios to identify value: book value to price, forward earnings (estimates) to price, historic earnings to price, dividend to price, and sales to price....

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 ETFs in our Canadian Wealth Advisor in the early 2000s, we singled them out as the most benign investment innovation ever offered to investors....

There are still lots of risks to be aware of, even with supposedly promising penny stocks

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Here are three things to avoid when building your ETF portfolio

If you want an extra level of security in your portfolio, then you should look for blue chip Canadian stocks

The month of July saw strong returns for investors in precious-metals ETFs. The iShares Silver ETF (SLV) gained 27.9%, the VanEck Gold Miners ETF (GDX) was up 13.5%, and the SPDR Gold Shares ETF (GLD) rose 9.8%....

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....

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....