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.
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Here’s the text of my latest letter to our Portfolio Management clients, sent in October 2021:
“You may be surprised to learn that the percentage of Americans who own stocks has been going down for some time.
The Gallup organization carries out an annual Economy and Personal… Read More
This month we look at two new ETFs from Bank of Montral. Both are focused on companies involved in “megatrends”—specifically, genomics and fintech.
The bank launched a range of ETFs in January 2021 that focus on megatrends. It argues that megatrends are “future drivers of market… Read More
SPDR S&P 500 ETF $379.79 (New York symbol SPY) lets you hold the top stocks of the S&P 500 Index; they’re the major U.S. companies based on market cap, liquidity and industry.
The fund’s highest-weighted stocks offer a lot of appeal for investors: Apple, 6.5% of assets; Microsoft, 5.2%;… Read More
ETFs can be a good place to start your investing career, especially for a smaller portfolio, or for a RESP for your child. But watch out—there are both good and bad ETFs.
We still feel that investors will profit the most with a well-balanced portfolio of… Read More
Looking for the best dividend growth ETF? Here are some tips on how to find it—and how to fit it into your portfolio
We’ve always placed a high value on a record of dividends, mainly because it provides something of a pedigree for investments we recommend… Read More
The best dividend ETFs can lead to high yields and add stability to your portfolio
The best dividend ETFs will practice “passive” fund management, in contrast to the “active” management that conventional mutual funds or some new ETFs provide at much higher costs.
As a result of… Read More
The financial industry differs from other businesses. It mainly deals in intangibles, represented by paper or electronic documents. Other businesses deal in tangibles—goods or services. However, the financial industry and other industries do share one key feature: human nature plays a role in virtually everything… Read More
The easier an investment is to explain and understand, the less likely it is to harbour hidden risks and costs that can only work against you.
ETFs can be a good investment option—if you follow these tips when building your ETF portfolio.
Advantages of Canadian index funds… Read More
This month we look at two new ETFs launched by U.S. providers. The first promises to provide some protection when markets decline, and the second invests in companies that will benefit from the work-from-home trend.
NATIONWIDE RISK-MANAGED INCOME EQUITY ETF $27.45 (New York symbol NUSI) seeks to provide regular… Read More
5 ways to know you’re picking the best ETF to buy
One way to invest in stock markets is to buy exchange traded funds (ETFs) that track major stock indexes. ETFs trade on stock exchanges, just like stocks. Prices are quoted in newspaper stock tables and… 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.
How to Invest In Stocks Guide: Find 10 factors that make your investments safer and stronger.
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