New ETFs are exchange-traded funds that go beyond widely followed indexes and instead pursue narrower strategies.
Many new exchange-traded funds are marketed as ways to broaden investment opportunities for investors—and at the same time are aimed at creating new profit opportunities for the financial companies that sponsor them.
Many new ETFs focus on narrower indices and higher-risk strategies, instead of giving you a low-cost way to copy the results of a standard market index, such as the S&P/TSX 60.
For example, they may give you a way to invest in a particular foreign stock market—coupled, in many cases, with an arrangement that hedges against movements in the foreign currency in which that foreign market carries on its trading. Or they may give you a way to participate in a particular stock-market theme such as solar power or water stocks.
However, new ETFs typically carry higher MERs than old ones. Based solely on MERs, they’re still cheaper to invest in than conventional mutual funds—but some new ETFs also need to delve into frequent trading or hold derivatives of various sorts to accomplish their stated objectives.
We believe investment quality varies just as widely with new ETFs as it does with new stock issues. Only a handful of them are worth holding, and only if you find their investment premise irresistible. Otherwise, you are better off investing in more traditional ETFs.
Find out more about ETFs by following TSI Network and using our three-part Successful Investor strategy:
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This month we discuss two new ETFs that aim to use derivative instruments to target specific investment outcomes. The BMO U.S. Equity Buffer ETF promises upside potential along with limited downside protection against U.S. market declines. The Harvest Industrial Leaders Income ETF plans to supplement… Read More
Understand how to pick an ETF the best way and you will stay away from overpriced choices while targeting the market’s best. Learn more now
We still feel that investors will profit the most with a well-balanced portfolio of high-quality individual stocks, but ETFs can also… Read More
This month we look at new ETFs that use derivative instruments to target specific investment outcomes. The BMO U.S. Equity Buffer ETF aims to offer upside market gains, combined with limited protection against market declines. The Harvest Industrial Leaders Income ETF aims to supplement the… Read More
Beware of investment concepts that add unnecessary features, and so increase fees and risk. These “bells & whistles” may seem like attractive enhancements, but they’re usually just thinly veiled marketing campaigns.
Even if they call them by some other name, most successful investors identify “bells… Read More
Fidelity recently boosted its Canadian ETF roster by adding seven new ETFs covering Canadian, U.S., and international equities. Below we highlight a fund that holds long and short positions in a portfolio of global equities, as well as an ETF that invests indirectly in public… Read More
To determine when to buy ETFs, some investors use technical analysis and other tools. But you need to dig deeper.
Investors often wonder: what is a good entry point when purchasing a stock or an ETF?
The first question before asking when to buy an ETF, when… Read More
BMO recently added eight new ETFs to their already extensive Canadian lineup. Here’s a look at two of the new BMO ETFs now available to Canadian investors.
BMO GLOBAL HEALTH CARE ETF $15.58 (NEO Exchange symbol BGHC) invests globally in publicly traded health care businesses. This actively managed ETF launched… Read More
With all the TSX ETF investments available, it’s not too difficult to diversify your portfolio. Here’s how.
There are hundreds of ETF opportunities on the Toronto Stock Exchange (TSX) sponsored by investment managers like BlackRock Inc., BMO Asset Management and Horizons ETFs Management. The best TSX… Read More
At the heart of the ETFs vs mutual funds discussion is the fact that ETFs have much lower fees
You might say we specialize in “plain vanilla” stocks, bonds, ETFs—the ordinary kind, in other words, without lots of added features and fees. But even so, investors… Read More
This month we highlight two new ETFs that invest in futures contracts linked to carbon credits.
Government regulations aimed at reducing carbon emissions include carbon credit trading systems. The systems effectively place a price on carbon emissions to compensate for their climate-change effects. Under these arrangements,… Read More
Learn everything you need to know in 'The Canadian Guide on How to Invest in Stocks Successfully' FREE Special Report from The Successful Investor.
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