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.

[text_ad]

Read More Close
ETFs Library Archives
SPDR S&P CHINA ETF $83.68 (New York Exchange symbol GXC; buy or sell through brokers; www.spdrs.com) tracks the S&P China BMI Index, made up of all publicly traded Chinese stocks available to foreign investors.


Right now, the SPDR S&P China ETF holds 359 stocks....
These six ETFs hold mostly blue-chip stocks that are widely traded on Canadian and U.S. exchanges. Each ETF mirrors, or tracks, the performance of a major stock market index. That’s different from narrower indexes that focus on resources or themes such as solar power or biotech.


Of course, you pay brokerage commissions to buy and sell these ETFs....
GUGGENHEIM CHINA SMALL CAP ETF $25.26 (New York Exchange symbol HAO; buy or sell through brokers; www.guggenheimfunds.com) aims to track the AlphaShares China Small Cap Index. It’s made up of the 335 Chinese stocks that foreign investors are allowed to hold and that have market caps between $200 million and $1.5 billion....
The Bank of Canada will likely hold interest rates steady for all of 2017. That’s because low prices for oil should continue to offset government stimulus spending as well as stronger exports due to the weak Canadian dollar. The federal government’s tighter mortgage rules should also cool housing markets and further limit the need to raise interest rates.


Even so, interest rates are expected to rise in the long term....
Pennsylvania-based Vanguard Group is one of the world’s largest investment management companies. In all, it administers almost $3 trillion U.S. across 175 mutual funds and ETFs.


Generally speaking, Canadians are unable to buy mutual funds that are registered in the U.S....
ISHARES INDIA 50 ETF $30.96 (Nasdaq symbol INDY; buy or sell through brokers; us.ishares.com) is an ETF that tracks the Nifty 50 index—the 50 largest, most liquid Indian securities. It began trading in November 2009.


The fund’s top holdings are: ITC Ltd....
In 2011, gold shot up to a high of $1,950 U.S. an ounce, and silver reached a peak of $48.58.


Gold prices then fell steadily, dropping to $1,050 an ounce in December 2015 for the first time since early 2010. That month, silver also declined to a five-year low of $13.65 an ounce.


Gold now trades at $1,238 and silver at $18.28....
GLOBAL X COPPER MINERS ETF $24.46 (New York symbol COPX; buy or sell through brokers; www.globalxfunds.com) tracks the Solactive Global Copper Miners Index, which includes 20 to 40 international companies that mine, refine and explore for copper. Germanybased Structured Solutions AG created the index in April 2010.


Canadian firms make up 37.3% of the ETF’s holdings....
We think conservative investors can hold up to 10% of their portfolios in foreign stocks. One way to do that is to buy carefully chosen exchange-traded funds (ETFs) that have an overseas focus.


The best ETFs continue to offer very low management fees and well-diversified, tax-efficient portfolios of highquality stocks.


Here’s a look at four international ETFs we see as buys, and two we feel you should hang on to:


ISHARES MSCI EMERGING MARKETS INDEX FUND $37.36 (New York symbol EEM; buy or sell through brokers) aims to track the MSCI Emerging Markets Index.


The fund’s geographic breakdown includes China, 26.1%; South Korea, 14.7%; Taiwan, 12.0%; India, 8.1%; Brazil, 8.0%; South Africa, 6.6%; Russia, 4.2%; Mexico, 3.4%; Indonesia, 2.5%; Malaysia, 2.5%; Thailand, 2.3%; and the Philippines, 1.2%.


Its top holdings are Samsung Electronics (South Korea), 4.1%; Tencent Holdings (China: Internet), 3.6%; Taiwan Semiconductor (computer chips), 3.5%; Alibaba Group (China: e-commerce), 2.7%; Naspers (South Africa: media and Internet), 1.7%; China Mobile, 1.7%; China Construction Bank, 1.5%; Baidu (China: Internet), 1.1%; Industrial & Commercial Bank of China, 1.1%; and Hon Hai Precision (Taiwan), 1.0%.


iShares launched the ETF on April 7, 2003....
MARKET VECTORS VIETNAM ETF $13.72 (New York symbol VNM; buy or sell through brokers) holds Vietnamese companies and foreign firms that get a significant share of their revenue from the Southeast Asian country.


The ETF’s top holdings are Vingroup (conglomerate), 7.8%; Vietnam Dairy Products, 7.4%; the Bank for Foreign Trade of Vietnam, 7.0%; Masan Group (a food, resources and banking conglomerate), 6.8%; and Hao Phat Group (industrial conglomerate), 6.0%.


Investing in Vietnam still comes with aboveaverage political risk....