Category archives: ETFs

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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Preferred Shares Are Not As Attractive As They Seem

Last update on June 4, 2015.

 

In recent years, many people have been drawn to the idea of investing in preferred shares.

Preferred shares are "hybrid" investments that behave like stocks in some ways and behave like bonds in others. Like bonds, preferred shares offer regular payments, but like stocks, those payments are in the form of dividends which are taxed at lower rates. When you combine these features with the fact that preferred shares generally yield higher than bonds, it's not hard to see why many people like them.

However, Canadian preferred shares have some pitfalls that investors should know about, especially in ...

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Is XEG The Best Way To Play The Oil Price Recovery?

Last update on March 2, 2015.

Fracking

 

Over the last few months, several people have asked me whether it’s a good time to buy 'XEG'. XEG is the trading symbol for the iShares S&P/TSX Capped Energy Index ETF, an Exchange Traded Fund (ETF) that holds stocks of the largest Canadian oil and gas companies. (For an explanation of ETFs, please read our free book).

I understand why people are interested in XEG. They believe, as I do, that oil prices will eventually recover. When prices do recover, many if not most of the beaten down oil companies will regain their former share prices. If an ...

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Reasons To Avoid Momentum Based ETFs (WXM)

Last update on Jan. 13, 2015.

 

Over the last few years, we've seen a big increase in the number of ETFs in the market. Some of these new ETFs focus on specific sectors of the economy or countries, while others give us the opportunity to invest according to specific investment strategies. (If you want to learn more about ETFs, please read our free book).

One of the new ETFs that employs a specific strategy is the First Asset Morningstar Canada Momentum Index ETF (Ticker: WXM.TO). As the name suggests, this ETF selects stocks that have momentum. WXM.TO has performed very well since its ...

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