ETFs

Exchange traded funds trade on stock exchanges, just like stocks. Investors can buy them on margin, or sell them short. The best exchange-traded funds offer well-diversified, tax-efficient portfolios with exceptionally low management ETF fees. They are also very liquid.

Investors use ETFs in a variety of ways, and some investors work only with ETFs and no other type of investment in portfolio creation.

An amazing aspect of ETFs is their diversity. Some investors may create an entire portfolio solely from a few well-diversified ETFs.

ETFs trade on stock exchanges, just like stocks. That’s different from mutual funds, which you can only buy at the end of the day at a price that reflects the fund’s value at the close of trading.

Prices of ETFs are quoted in newspaper stock tables and online. You pay brokerage commissions to buy and sell them, but their low management fees give them a cost advantage over most mutual funds.

As well, shares are only added or removed when the underlying index changes. As a result of this low turnover, you won’t incur the regular capital gains taxes generated by the yearly distributions most conventional mutual funds pay out to unitholders.

ETFs have a place in every investor’s portfolio, at TSI Network we also recommend using our three-part Successful Investor strategy:

  1. Invest mainly in well-established companies;
  2. Spread your money out across most if not all of the five main economic sectors (Manufacturing & Industry; Resources & Commodities; the Consumer sector; Finance; Utilities);
  3. Downplay or avoid stocks in the broker/media limelight.

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ETFs Library Archives
You Can See Our Exchange-Traded Funds Portfolio for October 2026 Here.

ETFs in brief

Exchange-traded funds are set up to mirror the performance of a stock-market index or sub-index. They hold a more or less fixed selection of securities that represent the holdings of that index or sub-index and will allow the fund to “track” its performance.
Securing a stable pipeline of critical materials such as lithium, nickel, copper, silver, cobalt, graphite, rare earths and manganese has become a top priority for many national governments. The urgency to secure these materials is intensified by demand expanding simultaneously across the globe (see below).

The extraction and processing of these materials are heavily concentrated in a handful of nations—with China refining over 85% of global rare earths and controlling 50% of copper smelting. As a result, supply chains are vulnerable to geopolitical tensions.
The biotechnology industry has undergone significant transformation over the past decade, driven by advances in science, technology, and investments. These developments have not only revolutionized the treatment of diseases but have also reshaped healthcare delivery and research. Key breakthroughs span gene editing, personalized medicine, mRNA technology, cell and gene therapies, and the integration of artificial intelligence in drug discovery and diagnostics.

While the overall group of biotechnology companies have performed well over time, the difference in returns of the winners and losers has been exceptionally wide. The reward for developing novel treatments is significant—but the risk of failure looms large.
Global equities delivered another strong monthly return in August 2026, with the Canadian market ahead of other major markets. Bond markets struggled along with inflation concerns.

Mining companies generated excellent returns during August as the prices of precious and base metals remained strong. Gold miners (New York symbol GDX) advanced by 32.9%, while copper miners (Toronto symbol COPP), and uranium miners (Toronto symbol HURA) were not far behind. Also noteworthy was the 16.3% gain from software companies ETF (New York IGV) in the wake of big declines on concerns that artificial intelligence would destroy software developers.
This month, we highlight a new infrastructure fund from Canadian asset manager Caldwell Investment Management, as well as an ETF from iShares that invests globally in stocks— and with some bitcoin mixed into the portfolio.

Caldwell, Lazard CorePlus Infrastructure ETF $11.73 (Canadian Securities Exchange symbol CPIF) invests mainly in companies involved in infrastructure-related business.

The ETF holds a portfolio of global equities involved in infrastructure development and management.
Fortune magazine annually lists the top 500 global companies, based on various metrics.

In 2026, 10 Indian companies made the list, of which five are also held in the ETF discussed above. Energy and telecom giant Reliance Industries, as well as Tata Motors, and several of the major Indian banks were on the list.
The Indian economy continues to expand rapidly, and increased consumption among a growing middle class is expected to support this growth over the medium term. By the end of the decade, the country is projected to rank as the third-largest economy in the world, behind the U.S. and China.

Below we discuss an ETF that offers access to the top 50 Indian companies—including top Indian companies that operate internationally such as Infosys, HCL Technologies, Tata Group, and Bharti Airtel.
July 2026 was another solid month for Canadian ETF inflows, with $22 billion of new money invested in Canadian-listed ETFs.

This brought the year-to-date flows to $153 billion—and assets under management to $1,020 billion—a new record. Assets have grown by 25% so far this year and at a compounded rate of 24% per year over the past 10 years.
Commodities can help diversify portfolios, but are cyclical and come with high levels of price volatility.

However, well-diversified ETFs that offer exposure to commodity producers can help investors overcome the problems associated with direct investments in physical commodities, or funds that track a single commodity.

Here are three funds that focus on natural resource producers. In the Supplement on page 100 we zero in on what’s currently a key segment of the Resources sector—critical materials, a group that includes copper, uranium and rare earths.
Vanguard FTSE Developed All Cap Ex North America Index ETF $50.20 (Toronto symbol VIU; TSINetwork ETF Rating: Aggressive; Market cap: $11.2 billion) tracks the FTSE Developed Markets Ex North America Index. Stocks are weighted based on their market values. The foreign currency exposure is hedged to Canadian dollars.

The geographical distribution of the portfolio assets is mostly in European countries (45% of assets), Japan (24%), the U.K. (12%), Korea (11%), and Australia (6%).