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
Investors in Chile have benefited from the success of Latin America’s best-performing economy for the past two decades. During this time of rapid expansion, poverty levels fell (while consumer spending rose) and healthcare and education improved substantially....

An academic study titled “Would A Stock By Any Other Ticker Smell As Sweet?” examined the performance of companies with clever stock tickers such as Southwest (LUV), Internet America (GEEK), Lion Country Safari (GRRR), and Explosive Fabricators (BOOM).


This study found that between 1984 and 2004, a portfolio of clever-ticker stocks would have handed you substantially stronger gains than the overall market....
We continue to assess the merits of ETFs that have underperformed for investors over the past 3 years: Below we give you a snapshot of funds focused on global energy stocks, copper miners and U.S. telecoms. Each faces industry pressures that impact your returns....
Oil producers and providers of services to the oil industry, are increasingly under pressure to reduce carbon emissions.


Many of the integrated oil producers have already established extensive renewable energy operations that will grow and replace some of their oil production over time.


Overall, oil and gas companies spent 1.3% of their 2018 budgets on initiatives such as wind and solar power, battery storage or carbon capture.


Total, Shell, and Eni rank highest for leading the low-carbon transition while China’s CNOOC, Russia’s Rosneft and U.S.’s Marathon Oil lag further behind.


Royal Dutch Shell plans to spend between $2 billion and $3 billion every year on renewable energy between 2021 to 2025....
Lower management expense fees (MERs)are a key selling point for ETF investors. Indeed, this month, we highlight—as we do each issue—the MER for each funds we cover. Even so, it’s easy for investors to lose sight of what a difference even a few basis points makes to your return....
There’s no guarantee stocks that have underperformed for extended periods will perform better in the future; nevertheless, when quality companies end up at the bottom of performance rankings, but have low valuations and high dividend yields, they deserve a second look....
SPDR S&P CHINA ETF $100.79 (New York Exchange symbol GXC; buy or sell through brokers; www.spdrs.com) tracks the S&P China BMI Index. This includes all publicly traded Chinese stocks available to foreign investors.


Right now, the SPDR S&P China ETF holds 372 stocks....
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 well- suited for new buying and two others your portfolio will continue to benefit from holding.


ISHARES MSCI EMERGING MARKETS ETF $43.93, 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, 34.2%; South Korea, 11.7%; Taiwan, 11.5%; India, 9.0%; Brazil, 7.3%; South Africa, 4.6%; Russia, 4.0%; Saudi Arabia, 2.6%; Mexico, 2.5%; Thailand, 2.4%; Indonesia, 2.0%; and Malaysia, 1.8%.


Your biggest stock exposure through the fund is Alibaba Group (China: e-commerce), 5.9% of assets; Tencent Holdings (China: Internet), 4.6%; Taiwan Semiconductor (computer chips), 4.3%; Samsung Electronics (South Korea), 3.8%; China Construction Bank, 1.2%; Naspers (South Africa: media and Internet), 1.2%; Ping An Insurance Group (China), 1.1%; Reliance Industries (India: conglomerate), 1.0%; Housing Development Finance Corp....
We think that overall, most investors should hold the bulk of their portfolios in high-quality U.S. and Canadian stocks—or ETFs that hold those shares. But if you’re looking to add growth to your portfolio, here are some niche ETFs we recommend for your new buying.



International Dividend-Paying Stocks


Our first ETF niche primarily appeals to investors in two ways: International dividend payers generally have p/e and other valuations that are cheaper than U.S....
ETFs that lost value during 2019 were hugely outnumbered by those that gained in value. Indeed, low interest rates, plus receding fears of recession, supported gains.


Stocks, in particular, had an outstanding year, with the U.S. market leading the way....