Choosing an ETF

[Sir Burr]

Pat's estimator is here: LIC NAV Estimator

I found his estimator while researching long term investments. Ended up going with ETFs and a lot of good info for Aussies is located here: Passive Investing Australia

I've done system trading for maybe 15+ years. Done ok but totally over it and wanted to stop and minimise the effort.

Money is now in 4 x ETFs.

 

[Dona Ferentes]

I know its a bit late, but I recently started investing in EFTs and it turns out there are some really options......

an ever expanding field. (Not for me, it's too confusing; the plenitude of options resolves nothing).

for those interested, FirstLinks provides links to overviews and resources:

Australian ETF reviews

Firstlinks shares a wide range of reviews, reports and updates on Exchange Traded Funds (ETFs) from various entities, and also has an extensive archive of ETF-related articles.

www.firstlinks.com.au

Each month, Bell Potter produces its review of Australian and Global ETFs. Latest reviews can be accessed by clicking on the links below: Feb 2022 | Jan 2022 | Nov 2021 | Sep 2021 | Jul 2021 | Jun 2021

Other ETF Resources

Firstlinks has a wide range of articles on Exchange Traded Funds and how to use them, collected on this link. The latest BetaShares Australian ETF Review is available here. Earlier reviews can be viewed here. The latest monthly ETF flows and trends report from Risk Return Metrics is linked here.

 

[divs4ever]

an ever expanding field. (Not for me, it's too confusing; the plenitude of options resolves nothing).

ever expanding , absolutely , i got into VAS early in my investing adventure as insurance + growth potential

if i hadn't been looking for growth any of the top 200 index funds probably would have done the job in 2011 ( the market recovery since then did the real lifting , along with the DRP on quarterly divs )

i still prefer a LIC over an ETF when the decision is tight , i don't mind paying the extra fee for an active manager that gets results ( most of the time ) , but watch out for the ones that use Mickey Mouse benchmarks

however some ETFs offer exposure to difficult ( and niche ) areas , say where i do not want to buy ' the whole Asian market ' but just one nation or certain sectors in the local or global market

however this quirkiness comes at a cost both in liquidity ( less chance of an easy exit ) and higher fees , sometimes buying an Aussie major miner or bank , will do plenty for the laid-back investor ( as would say WES bought in 2015 or before .. or after if you didn't really like COL , WES went below $31.50 after the COL demerger )

research is very important in ETFs once an ETF is floated most of it is handled by computer so only MAJOR issues are handled by a human interaction ( like they had to change the internals of HVST to stop it happily churning shares until zero , a real fund manager might have spotted the problem in the first year )

so with an ETF if using a complex formula can start digging a hole very quickly ( or been dumbstruck by an unforeseeable event , like negative $US 43 a barrel oil )

will dig into the links

thanks and cheers

 

[Belli]

Well D'oh!

"A proliferation of exchange-traded funds (ETFs) that invest with a theme or which are designed for short-term trading rather than long-term investing has produced a major performance gap between the best and worst over the past five years.

While the best-performing ETF listed on the Australian Securities Exchange produced an average annual compound return of almost 18 per cent over the past five years to October 31, the worst performer has returned an average annual compound of more than minus 28 per cent."

Risky, niche investment options among worst-performing ETFs

Some types of exchange-traded funds are particularly risky and need to be treated with caution by investors.

www.theage.com.au

 

[Sean K]

I've got a shopping list of ETFs that I've started to nibble at to take advantage of the Trump Dump for long term plan.

This article popped up which is OK reading for others looking for ETF ideas in this crazy mad world.

There's a lot listed, maybe too many, which makes it a little hard to whittle them down and of course past performance etc....

Not bad for a first search though to make a short list.

Top 10 most consistent ASX ETFs for growth and income

After researching several hundred ASX ETFs and ETPs, we found the Top 10 most consistent for growth and for income.

www.livewiremarkets.com

 

[dyna]

long term plan.

You keep up the good work , Bro .
I'm too busy ( umm Lazy ) and know nix re : Aussie ETF's and I'm the last ferkel on earth to ask now , about Uncle Sam's ETF's with this week's Trump nightmare . I had thought I'd come out of it , sort of looking OK on the currency , but that's none too flash either . Phew !
I'll lean in to the ETF's here in OZ while still having a punt on a few speccies just for a bit of fun .
In back of mind is the idea that these buying opportunities don't come around too often . ( Covid , GFC , 1991 , come to mind ) When this is all over , there 'll be plenty of time to rest up and think about rebuilding the cash hoard .

 

[divs4ever]

I've got a shopping list of ETFs that I've started to nibble at to take advantage of the Trump Dump for long term plan.

This article popped up which is OK reading for others looking for ETF ideas in this crazy mad world.

There's a lot listed, maybe too many, which makes it a little hard to whittle them down and of course past performance etc....

Not bad for a first search though to make a short list.

Top 10 most consistent ASX ETFs for growth and income

After researching several hundred ASX ETFs and ETPs, we found the Top 10 most consistent for growth and for income.

www.livewiremarkets.com

not yet for me ( buying extra ETFs or new ones ) but fairly close just the same

capital-burner HVST is tempting me ( to 'average down ' )

but have a order in for extra CNEW ( the equivalent of a smaller cap ETF with a close China-focus )

i really would have preferred an eqivalent with an Indian-focus , but haven't found one i like yet

ASX focused ETFs that are likely to come into my target list are the 'geared family ' GEAR . G200 and GMVW ( of course ) SYI ( i prefer buying them under $25 ) ZYAU

stock/ETF stock selection is all about guessing future .. ( you wouldn't loading up on index funds currently if you thought the market would drop another 20% .. nibble maybe but not back up the truck )

if interested in Asia , don't forget South Korea it is very likely to get hit with negative sentiment but still has some very solid companies especially in IT/tech/electronics

 

[Bellcose]

In back of mind is the idea that these buying opportunities don't come around too often . ( Covid , GFC , 1991 , come to mind ) When this is all over , there 'll be plenty of time to rest up and think about rebuilding the cash hoard .

Too short a time frame. Examine the 1970's and factor that in as a possibility (inflation adjusted.)