ETF Performance Highlights

October 2018 was a month that investors in risky assets would rather forget. Some of the top-performing ETFs over the preceding months lost considerable value in October. For example, the Horizons Marijuana Life Sciences Index ETF (HMMJ) dropped 30%, although it remains up 76% over a year earlier… Read More

China’s potential rewards match its risks

Massive growth in the export of cheap manufactured goods has driven China’s economic success over the past two decades. However, developed countries—and especially the U.S., given newly imposed tariffs—are increasingly reluctant to buy more Chinese goods. As a result, China will need to find other… Read More

Stick with the best of the emerging markets

Many emerging markets have dropped lately. That’s because a growing U.S. economy and rising interest rates have pushed up the U.S. dollar. That typically results in capital flowing to the U.S. from emerging markets and pushing down investment in those economies. U.S. tariffs just add… Read More

Hold the Chinese market

SPDR S&P CHINA ETF $120.71 (New York Exchange symbol GXC; buy or sell through brokers; www.spdrs.com) tracks the S&P China BMI Index. The fund includes all publicly traded Chinese stocks available to foreign investors.

Right now, the SPDR S&P China ETF holds 351 stocks. The fund… Read More

Hold the Chinese market

SPDR S&P CHINA ETF $105.35 (New York Exchange symbol GXC; buy or sell through brokers; www.spdrs.com) tracks the S&P China BMI Index, which includes all publicly traded Chinese stocks available to foreign investors.

Right now, the SPDR S&P China ETF holds 350 stocks. The fund was… Read More

Hold the Chinese market

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. The ETF… Read More

Dear Pat and team: I have a numbered company, with equity holdings I must sell off over four years. My accountant has advised me to sell roughly 25% of the value of its equities each year, for the next four years. Could you recommend which ones to sell in what order to account for about 25% of the total value each year? Here’s the list:

CI Canadian Bond Fund

 $ 31,286

CI Canadian Equity

 $ 73,406

CI Corporate Bond

 $ 37,783

iShares Cdn S&P/TSX60

 $ 22,640

iShares MSCI JAPAN ETF

 $ 22,640

BCE Inc.

 $ 7,592

SPDR S&P China ETF

 $ 6,783

WestJet Airlines

 $ 12,090

Cash

 $ 3,489

TOTAL Investments

 $ 217,710

A: We don’t generally recommend that investors hold mutual funds, mostly because of their higher fees.
In particular,… Read More

Hold off on buying these two China ETFs

Hold off on buying these two China ETFs

These two ETFs offer low-fee exposure to China’s top companies, but economic uncertainty in the near-term may challenge their growth.
Chinese stocks have rebounded around 33% from their February 2016 lows. But they are still well below their mid-2015 highs.
While the economy grew 6.7% in the… Read More