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
SPDR S&P CHINA ETF $92.98 (New York Exchange symbol GXC; buy or sell through brokers; www.spdrs.com) tracks the S&P China BMI Index. The fund includes all publicly traded Chinese stocks available to foreign investors.


Right now, the SPDR S&P China ETF holds 351 stocks....
GLOBAL X COPPER MINERS ETF $20.03 (New York symbol COPX; buy or sell through brokers; www.globalxfunds.com) aims to track the Solactive Global Copper Miners Index, which includes 30 global mining and exploration firms. The ETF started up in April 2010.


Canadian firms make up 31.9% of the fund’s holdings....
An investment mania usually begins as a mass attraction to a specific investment, or investment area. It often ends up including a range of investments that bear only a passing resemblance to the original investment area.


The mania for bitcoin and other cryptocurrencies over the last couple of years—which is now looking very much like it will end badly for most investors—was grounded in several factors....
The technology industry can be extremely profitable—for those companies that get it right. However, the industry is dynamic and highly competitive, leaving a graveyard full of failed startups and once successful companies that were overtaken by competitors. Investors in this segment need to be extremely knowledgeable about the companies and industry, or perhaps follow a less risky approach by investing in a broadly diversified technology ETF.


Technology-focused companies form a major part of the publicly listed equity market universe....
Food is the single-largest expense item for many households worldwide. This spending is also expected to grow as the global population expands and becomes wealthier. However, food producers can be subject to volatile food prices and need to be nimble to capture opportunities as consumer preferences and habits change.


A slow-growth industry


Globally, humans spend around $5 trillion every year on food and beverages, which is the single-largest expense category equal to almost 40% of total household expenditure....
Natural gas has some of the most volatile and unpredictable price movements among mainstream commodities. In the past, this has caused considerable losses for even highly experienced trading teams at major financial institutions. Natural gas lived up to its reputation in November 2018 with the US Natural Gas ETF (UNG) delivering a 43.1% increase in the unit price....
This issue we look at the most successful North American ETF launches in 2018. Here “success” is measured in terms of the assets they’ve gathered since their start-up.


With that in mind, here are two of the most successful new launches in 2018.


COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $43.87 (New York symbol XLC) invests in telecommunications, media and entertainment companies.


The ETF offers exposure to the Communication Services sector that was defined by September 2018 changes to the Global Industry Classification Standard....
Several high-profile meetings between North and South Korean leaders over the past year, has raised expectations that a unification of the countries is indeed possible.


Real steps in that direction started in June 2000 with the North-South Joint Declaration....

South Korea has been one of the most impressive performers among emerging market economies over the past 50 years. Rising wages and an aging workforce could slow growth, but the country’s overall outlook is positive. Unification with North Korea could significantly accelerate growth, although that kind of reconciliation is unlikely in the near-to-medium term.


Here is one ETF that provides exposure to the top South Korean stocks.


ISHARES MSCI SOUTH KOREA ETF $60.76 (New York symbol EWY; TSINetwork ETF Rating: Aggressive; Market cap: $3.4 billion) tracks the performance of the largest publicly listed South Korean companies.


Technology companies account for 41% of its assets, followed by Financial Services (14%), Consumer Cyclical (10%), Industrials (9%) and Basic Materials (8%).


The ETF holds a portfolio of 115 stocks; the top 10 make up 47% of its assets....
ISHARES S&P/TSX 60 INDEX ETF $22.97 (Toronto symbol XIU; TSINetwork ETF Rating: Conservative; Market cap: $8.6 billion) is a low-fee way to buy the top Canadian listed stocks. Specifically, the ETF holds stocks that represent the S&P/TSX 60 Index—the largest, most heavily traded equities on the TSX.


The ETF’s top holdings are Royal Bank, 8.8%; TD Bank, 8.5%; Bank of Nova Scotia, 5.6%; CN Rail, 5.0%; Suncor Energy, 4.8%; Enbridge, 4.2%; Bank of Montreal, 4.0%; Canadian Imperial Bank of Commerce, 3.2%; and Canadian Natural Resources, 3.1%.


The industry breakdown is as follows: Financials (39%), Resources (29%), Industrials (11%), Telecommuncations (7%), Consumer discretionary (4%), Consumer staples (4%), Information technology (4%), Utilities (2%) and others (1%).


The S&P/TSX 60 Index mostly consists of high-quality companies....