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
The global population continues its rapid rise. According to a recent United Nations report, by 2050, it will have increased by almost 3 billion people. That’s a 29% jump over today’s level. The report also points to the increased agricultural output needed to feed that population boom.

Today’s $4 trillion food-production sector offers enormous opportunity for companies able to meet future supply.

In addition, rapid urbanization and rising per capita income for developing nations should further boost the demand for value-added crops and foods....
Generation Y, or millennials, is the group born between 1980 and 2000. In the U.S., that demographic represents the single-largest defined generation, with about 90 million people. That number is considerably higher than today’s 75 million U.S. baby boomers.

The average age of a millennials is now 27....
To help you decide if certain ETFs are suitable for your portfolio and investment temperament, we classify them into three easy-to-understand categories: Conservative, Aggressive and Income. To determine how an ETF fits into one of those three classifications, we examine a number of factors....
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.

The MER (Management Expense Ratio) is generally much lower on ETFs than on conventional mutual funds....
What is the legal structure of ETFs? Does it provide investor protection? In Canada, most exchange-traded funds, or ETFs, are structured as open-ended mutual fund trusts. As listed instruments, the usual stock market listing, trading and settlement rules apply....
ETFs are flooding the market and Canadians are increasingly spoiled for choice. Here’s four new, or upcoming, launches. We’re not entirely convinced of their investment merits, but we are impressed by the diversity and creativity.

WISDOMTREE EMERGING MARKETS DIVIDEND INDEX ETF $27 (Toronto symbol EMV.B; Market cap: $2.6 million) invests in dividend payers based in emerging markets....
Four large global ETF providers dominate the global industry, with an estimated 75% market share. Three of them—Blackrock (iShares), Vanguard and State Street Global Advisors (SPDR)—are U.S. based. Deutsche Bank is the fourth. Sheer size allows each provider to offer exceptionally low management fees on many of its products.

The relatively small but fast-growing Canadian ETF market is dominated by Blackrock Canada, with 117 ETFs and $57 billion in assets under management....
ISHARES S&P/TSX 60 INDEX ETF $24 (Toronto symbol XIU; TSINetwork ETF Rating: Conservative Market cap: $10.8 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, 8.7%; TD Bank, 8.0%; Bank of Nova Scotia, 5.9%; Enbridge, 5.3%; CN Railway, 4.8%; Suncor Energy, 4.5%; Bank of Montreal, 3.8%; TransCanada Corp., 3.3%; BCE, 3.3%; Manulife Financial, 3.1%, Canadian Natural Resources, 3.0%; CIBC, 3.0%; Brookfield Asset Management, 2.8% and Canadian Pacific Railway, 1.9%.

The industry breakdown is as follows: Financials (41%), Resources (29%), Industrials (9%), Telecommuncations (6%), Consumer discretionary (5%), Consumer staples (4%), Information technology (2%), Utilities (2%) and others (2%).

Still, this ETF’s assets are highly concentrated in the financial and resources sectors.

The fund began trading in September 1999....
Indonesia’s 250 million citizens make it the world’s fourth-most-populous country and Southeast Asia’s largest economy. The nation’s successful and popular president is focused on further growth and is the first leader to emerge from outside of Indonesia’s military elite.

ISHARES MSCI INDONESIA ETF $26 (New York symbol EIDO; TSI Network ETF Rating: Aggressive; Market cap: $470.8 million) provides broad exposure to the main publicly listed companies in Indonesia....
We think it’s all but impossible to duplicate the investment success of celebrated investors such as Warren Buffett, Bill Ackman, Carl Icahn, Daniel Loeb and David Tepper. That hasn’t kept these two ETFs from trying. Each aims to track the holdings of the most prominent investors.

DIREXION IBILLIONAIRE INDEX ETF $32 (New York symbol IBLN; TSINetwork ETF Rating: Aggressive; Market cap: $14.2 million) tracks the iBillionaire Index, which aims to replicate the largest stock holdings of a select group of 10 billionaires.

The fund invests in large companies listed in the U.S....