Category archives: ETFs

FRDM - The Better Way To Invest In Emerging Markets

Last update on Oct. 14, 2019.

Image Credit: Rawpixel.com / Shutterstock.com

 

Owning emerging market stocks could benefit your investment portfolio in two ways. First and more obvious, owning emerging market stocks would make your portfolio more diversified, thereby lowering risk. Second, emerging market economies tend to grow much more quickly than developed economies, so many people assume that emerging market stocks will outperform developed market stocks.

Unfortunately, that second assumption has not held up in recent years. The following chart shows the comparative performances of the Vanguard FTSE Emerging Markets ETF (VWO), and the SPDR S&P 500 ETF (SPY), in the ...

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Is Passive Investing A Bubble?

Last update on Sept. 16, 2019.

Image Credit: EtiAmmos / Shutterstock.com

 

Within each industry, there are certain topics that divide participants and make them battle each other with religious fervour. Among programmers, the topic might be Windows vs. *nix. Among physicists, I’ve heard of dissent against string theory.

There are several topics that similarly divide financial professionals. One such topic revolves around the issue of whether passive investing is harmful or beneficial to financial markets. Passive investing, in contrast to active investing, involves an attempt not to pick individual stocks. Instead, it diversifies as much as possible, owning every stock in an ...

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What Is XIV, And Why Did It Blow Up?

Last update on March 5, 2018.

Image Credit: Mattz90 / Shutterstock.com

 

At the beginning of every month, I brief members on how MoneyGeek's Regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll also talk about an investment product called the VelocityShares Daily Inverse VIX Short-Term ETN, which “blew up” in February.

 

February Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of February 2018 were as follows.

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

+0.1%

+11.1%

+99.9%

Growth

+0.1%

+9.7%

+82 ...

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Thoughts On EquBot's AI Powered Equity ETF (AIEQ)

Last update on Nov. 6, 2017.

Image Credit: drserg / Shutterstock.com

 

At the beginning of every month, I brief members on how MoneyGeek's Regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll also share my thoughts on AIEQ, the newly released ETF that operates using artificial intelligence.

 

October Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of October 2017 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+3.7%

+16.8%

+90.7%

Balanced

+3.4%

+14.6%

+75.4%

Slightly Conservative ...

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Why MoneyGeek's Portfolios Don't Include XRB or ZRR

Last update on July 3, 2017.

Image Credit: ahmetemre / Shutterstock.com

 

At the beginning of every month, I brief members on how MoneyGeek's Regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll also explain why I’ve decided not to include real return bonds in MoneyGeek’s model portfolios.

 

June Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of June 2017 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

-3.1%

+19.4%

+77.4%

Balanced

-2.9%

+17.2%

+64.5%

Slightly Conservative ...

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HBG And The Rise Of Human Managed ETFs In Canada

Last update on Oct. 31, 2016.

Image Credit: Rawpixel.com / Shutterstock.com

 

As I was perusing the list of ETFs listed in Canada, I noticed that there was a new ETF provider called Hamilton Capital (to learn what ETFs are, please read my free book). Hamilton Capital currently has only one ETF on offer, called the Hamilton Capital Global Bank ETF (Ticker: HBG). Note that I will refer to the ETF by its ticker ‘HBG’ going forward.

The ETF invests in about 50 bank stocks across the globe, both in developed and developing countries. But that’s not what piqued my interest in ...

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Thoughts on Low Volatility ETFs

Last update on Aug. 29, 2016.

Image Credit: Raywoo / Shutterstock.com

 

In Canada, there are currently 13 low risk/volatility ETFs. First Asset offers 7 'Low Risk' ETFs, Invesco offers 5 'Low Volatility' ETFs, and just recently, the Vanguard Group has launched the Global Minimum Volatility ETF (Ticker: VVO). If you're unfamiliar with ETFs, you can think of them as very low cost mutual funds, which you can read about in my free book.

Given the number of low risk ETFs offered, there is clearly interest in this theme. In this article, I’ll explain what low volatility ETFs are about, and ...

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Cleantech ETFs: Can You Save The Environment And Make Money Too? (PZD)

Last update on April 25, 2016.

Image credit: Federico Rostagno / Shutterstock.com

 

I periodically get the following question, especially from millennials: “Have you considered adding a renewable energy ETF to MoneyGeek’s portfolios?”

I understand where they are coming from. After all, I’m a millennial myself. Climate change is one of the most pressing issues of our generation, so it’s only natural that we should do our part.

However, while I sympathize with their intentions, I have decided not to include any renewable or clean technology ETFs in any of MoneyGeek’s portfolios. In this article, I will explain my reasoning, using the ...

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How to Invest in Water Using the Guggenheim S&P Global Water Index ETF (CGW)

Last update on Feb. 26, 2016.

Image credit: hxdyl / Shutterstock.com

The following is a guest post by John Szramiak who runs Vintage Value Investing, which is one of the few investing blogs worth reading. -Jin

 

The United States' Aging Water Infrastructure

The current crisis in Flint, Michigan - where lead from the city's aging pipe system has leached into the water supply - has drawn national attention to the nation's aging water infrastructure.

By some estimates, more than $1 trillion in upgrades over the next 25 years are needed to the vast system of mostly underground pipes in the U.S., and experts ...

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Review of The RAFI Index Stock Picking Strategy

Last update on June 22, 2015.

Factory

 

ETFs are great. As I’ve explained in my free book, I think they’re a much better way of investing your money than by investing in higher cost mutual funds. This has been particularly true for ETFs that invest in stocks.

However, no financial product is perfect, and if there’s one criticism of the traditional type of stock ETF, it is in its failure to distinguish between cheap and expensive stocks, even though buying cheap stocks has been proven to boost returns.

The traditional stock ETF weights each stock according to the market cap (i.e. the size) of their ...

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