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
Interest rates moved up substantially in 2022—the Bank of Canada raised its benchmark interest rate during the year to 4.25% in December from just 0.50% in March!


This has made it more attractive to invest in fixed-income instruments, including corporate and government bonds....

ISHARES MSCI TAIWAN INDEX FUND, $40.93, is a buy for aggressive investors. The ETF (New York symbol EWT; buy or sell through brokers) gives you direct exposure to some of the top public companies of this East Asian powerhouse economy.


The fund’s largest holding is Taiwan Semiconductor at 21.3% of assets....
The major Canadian and U.S. stock markets, while still subject to volatility, continue to offer attractive returns for investors—and especially if you buy the top stocks. All in all, we think that if you can afford to stay in the market for several years or longer, now is a good time for new buying....
CI FIRST ASSET TECH GIANTS COVERED CALL ETF $13.95 (Toronto symbol TXF) invests in what it sees as 25 of the most innovative U.S. technology companies. These include Apple, IBM, Salesforce, Nvidia, Adobe and Intel.


First Asset Tech Giants has a very high 13.6% yield....
The traditional bear market threshold is a 20% drop from a market peak. And although, in our view, looking at past market movements is no guide to what happens next, it’s interesting to note that stocks have always bounced back from market downturns.


12 bear markets in 70 years for the S&P 500


A variety of factors cause markets to fall, and the main cause is not always clear, except in hindsight....

Some investors today feel highly uncertain about the stock market outlook, mostly because of the surprise results of the recent U.S. Presidential election. A handful feel tempted to “go into cash,” as the saying goes—that is, sell some or all of their stocks, and hold the proceeds in cash until the uncertainty subsides and the stock-market outlook is clearer.


However, going into cash in reaction to uncertainty is rarely a good idea....
This month we highlight two ETFs from Harvest that use leverage and call-option writing in an effort to enhance the returns of their portfolios.


HARVEST BRAND LEADERS ENHANCED INCOME ETF $10.36 (Toronto symbol HBFE) invests indirectly in large U.S....
One of the best methods of building wealth over time is to zero in on the shares of quality companies with a consistent history of sales and earnings (or the ETFs that hold them). Solid balance sheets and a strong hold on a growing clientele are also pluses.


Here are two ETFs that focus on selecting high-quality companies with strong fundamental value....
The Vietnamese stock market, as measured by the FTSE Vietnam 30 Index, has done very well over the longer term, gaining 436% over the 10 years ending December 2021. This was considerably better than most developed and emerging equity markets over that same period.


However, since its peak in the first week of 2022, the index has declined by 48% making it one of the worst-performing stock markets in the world.


There are likely several reasons for this weak performance.


First, the very strong performance of Vietnamese stocks during the peak COVID-19 period pulled a large, short-term focused investor base into the market....
Vietnam is now emerging from the pandemic, with tourism leading the way. Longer-term, it should also continue to attract foreign manufacturers looking to steer clear of any China-U.S. trade issues. Meanwhile, the country’s free-trade pact with the European Union came into effect in August 2020....