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 Indian economy continues to expand rapidly and increased consumption among a growing middle class is expected to support that growth over the medium term. The Indian stock market has also performed well over the past five years, easily beating the emerging markets index and keeping pace with the broad developed markets index....
The Canadian ETF market experienced another strong month in September 2024, with $5.8 billion in new money flowing into Canadian-listed ETFs. That brought the total inflow for the first nine months of the year to $48.8 billion—62% higher than the same period in 2023.


The total Canadian ETF asset base was valued at $481 billion at the end of September 2024....
Over the long term, most stock markets move up. But there are times when sharp declines inflict heavy losses on investors’ portfolio holdings. For example, in 2008 to 2009, U.S. stock markets declined by 51%; in 2020, they dropped by 34%; and in 2022, they fell 25%....
VANGUARD TOTAL STOCK MARKET ETF $112.67 (Toronto symbol VUN; TSINetwork ETF Rating: Aggressive; Market cap: $9.65 billion) invests in U.S. publicly listed companies. That broader mandate gives this fund a wider reach than the typical U.S. large-cap ETF focused on the top 500 companies.


This Vanguard ETF tracks the CRSP US Total Market Index, which in turn includes large, medium, and smaller companies listed on the U.S....
Closed-end funds work with a fixed asset base invested in a portfolio of securities. The value of their assets rises and falls depending on how they invest. Their units trade like stocks, and most often on a stock exchange. They may trade above the per-unit value of the investments they hold—or, as brokers say, “at a premium” to their net asset value....
Uranium prices have retreated lately but are still at 16-year highs. The gain has been fuelled by rising demand and constrained supply. Demand growth is supported by several factors: commitments provided by major world governments to increase the use of uranium in electricity production; the large number of new reactors continuing to be developed in China; interest by U.S....
GLOBAL X COPPER MINERS ETF, $43.85, is a buy. The ETF (New York symbol COPX; buy or sell through brokers; www.globalxfunds.com) lets you track the Solactive Global Copper Miners Index, with 38 global mining and exploration firms....
ISHARES MSCI JAPAN INDEX FUND, $69.38, is a buy. The ETF (New York symbol EWJ; buy or sell through brokers; us.ishares.com) aims to mirror the return of the Morgan Stanley Capital International Japan Index.


The fund’s top holdings include Toyota, 5.3%; Mitsubishi UFJ Financial, 3.2%; Sony Corp., 2.8%; Hitachi (conglomerate), 2.5%; Tokyo Electron (computer chips), 2.3%; Sumitomo Mitsui Financial, 2.3%; Keyence (sensors), 2.1%; and Shin Etsu Chemical, 2.1%....
We think foreign stocks can safely make up 10% of a conservative investor’s portfolio. One way is through exchange traded funds (ETFs) with an overseas focus. The best of those ETFs charge you very low management fees yet offer you well-diversified, tax-efficient portfolios of high-quality stocks.


Here’s a look at four international ETFs we see as suitable for new buying and two others we feel you should continue to hold.


ISHARES MSCI EMERGING MARKETS ETF, $44.79, is a buy for aggressive investors. The fund (New York symbol EEM; buy or sell through brokers) is designed to track the MSCI Emerging Markets Index; it gives you access to some of the world’s fastest growing markets.


The ETF’s geographic breakdown is as follows: China, 27.3%; Taiwan, 19.0%; India, 18.8%; South Korea, 10.0%; Brazil, 4.8%; Saudi Arabia, 3.9%; South Africa, 3.2%; Mexico, 1.9%; Indonesia, 1.6%; Thailand, 1.5%; and Malaysia, 1.4%.


Your biggest stock exposure through the fund is Taiwan Semiconductor (computer chips) at 9.9% of assets; Tencent Holdings (China: Internet), 4.4%; Samsung Electronics (South Korea), 2.5%; Alibaba (China: e-commerce), 2.3%; Meituan Dianping (China: group buying/food delivery), 1.5%; Reliance Industries (India: conglomerate), 1.2%; HDFC Bank (India), 1.1%; and PDD Holdings (China: retail), 1.1%.


iShares launched the ETF on April 7, 2003....
Most precious-metal stocks dropped, along with the market, in March 2020. They then quickly reversed that trend to soar for investors, in part because of gold’s appeal as a “safe harbour” in times of economic uncertainty. In fact, in August 2020, gold jumped to over $2,000 U.S....