ETFs & Funds

Transparency, diversification, and low-cost access to practically any market, sector, or asset class make exchange traded funds highly attractive to investors and traders alike. But, to outperform benchmark index funds, you really need expert guidance and a sound strategy that gets results. Our experts will cover all the bases and provide the tools and knowledge you need to tap into outperforming investments, year in and year out.

Articles on ETFs & Funds

The stock market opened higher to pare its week-to-date losses today, explains Marvin Appel of Signalert Asset Management.
After months of record highs, red flags in the stock market have appeared, states Bob Lang of Explosive Options.
Quadruple witching and the first half of September, often a challenging time for the market, are complete, states Bonnie Gortler of bonniegortler.com.
The AAII (American Association of Individual Investors) survey of individual investors has reported at least a 70% allocation to equities for six consecutive months, cautions Jim Stack, safety-first money manager and editor of InvesTech Research.
We are in the grip of a veritable stock market mania, at least as lunatic as the tech mania in March 2000 and every bit as nutso as the September 1929 peak, cautions Alan Newman, market timing specialist and editor of CrossCurrents.
Buy the stock not the sector: That’s always my advice when investors have an information and experience edge with a particular industry, such as our focus on utilities and essential services, asserts Roger Conrad, editor of Conrad's Utility Investor.
As income investors and retirees, we need to ensure our income streams are highly diversified. We should never structure our portfolios so that any single unforeseeable event would bankrupt our income streams, cautions Rida Morwa, income specialist and editor of High Dividend Opportunities.
As long as the U.S. economy is going to grow, we should have some exposure to the Russell 2000 where its components are heavily weighted to the domestic economy, suggests Bryan Perry, growth and income expert and editor of Cash Machine.
Investors shifted from buyers to sellers after returning from the Labor Day holiday, states Bonnie Gortler of bonniegortler.com.
Sustainability is a popular topic; many investors are finding it satisfying to back companies that act fairly and responsibly, explains Brian Kelly, mutual fund specialist and editor of MoneyLetter.

Experts on ETFs & Funds



Virtual Expos

Virtual Learning

Pat Dunwoody will speak about why ETFs are being considered a new investment option for many investors, even though it is 30 years old, and where the industry is going. She will also try to debunk several of the ETF myths that continue to circulate.
2021 is shaping up to be a record-breaking year of inflows for the ETF industry in both Canada and the United States. What segments of the market have been gaining traction? What are some of the interesting trends in fund flows? What themes and investment styles are growing in popularity? What new products are being launched? Tiffany Zhang, ETF analyst with National Bank's ETF Research and Strategy group, is here to answer these questions and provide an overview of the ETF landscape for Canadian investors.
This webinar will cover how to use ETFs to be tactical in today's environment and how Ted Bader and SIA Wealth Management use the SIA Charts system of relative strength to make these selections. He will also cover how the company has built two ETFs with BMO that are truly tactical.
For those interested in investing in disruptive technologies, the path can be both rewarding and complex. However, capturing these growth trends requires in-depth research paired with a diversified approach. In this panel, you'll hear from a roster of ETF experts whose companies are at the forefront of this technology revolution and will examine the best ways for investors to capitalize on long-term growth trends.
Entrepreneur Som Seif, founder and CEO of Purpose Investments, explains how investors can strategically incorporate ETFs as mechanisms and tools in their portfolios to amplify profit and preserve capital. Mr. Seif will be in discussion with Mark Bunting, publisher and host of <em>Uncommon Sense Investor</em>, and John O'Connell, chairman and CEO of Davis Rea Investment Counsel.
Goals-based investing is the most appropriate way to manage money for investors who must save and plan for life's events, from college for the kids to vacations and retirement. Improving the likelihood of achieving goals on time presents a unique problem for investment professionals-not one of simple return maximization. ETFs make goals-based investing approachable for everyone.
John De Goey will be talking about a challenge to advisors and investors alike - Optimism Bias. It is just one of many behavioral quirks that we all fall prey to, but one that might do the most harm in the current high-valuation environment. The term he uses to describe the industry's mindset is Bullshift - a cheeky portmanteau that combines the unbridled optimism of bullishness with the industry's unwavering ability to shift attention toward good news - no matter what the circumstances tell us.
Technology was growing exponentially before the pandemic, and had to grow even faster as a result of it. Tune in to find out why there is still more to get excited about, and what TD ETF offers a global pure-technology solution.
ETFs give individual investors flexibility, access to various exposures and instant diversification. However, with so many options for even the same type of exposure it can be overwhelming to sort through all the options. This session will help investors know what factors to pay attention to when comparing ETFs and how to pick ETFs that complement their respective portfolios.
With so many ETFs on the market today, and more launching every year, it can be tough to determine which product will work best in your portfolio. In this panel discussion, you will hear from some of Canada's leading female ETF experts on how investors should evaluate the ever-expanding ETF landscape and walk away with simple strategies to help you get started.

Conferences


Cruises



In the past decade or so, exchange traded funds have been transformed from obscure institutional trading vehicles to extraordinarily popular investment tools. They now dominate the investing landscape with over 2,000 products available and have empowered investors and traders as never before, enabling them to build highly effective portfolios. Yet there's more to the ETF universe than investors and traders may even know. MoneyShow.com’s roster of top ETF and ETF-trading experts can show you how to use ETFs to achieve peak results. From factor ETFs to leveraged ETFs to smart-beta ETFs to buffered ETFs, learn how you can use ETFs to effectively transform your own portfolio.

ETFs can provide a cost-effective way to get into areas of the market that are poised to deliver results. Simple portfolio rotation can meet the goals of solid performance with few trades, little time and effort spent analyzing ETFs, and confidence from side-stepping huge drawdowns. Learn proven ETF-trading strategies from some of the top professional traders in the country who consistently achieve stellar results. More than just the very best in ETF picks, you’ll take away real, practical knowledge about how to recognize the best growth, income, and value opportunities, choose the right sectors and asset classes, and know when (and precisely how) to rotate ETF holdings for optimum results through every economic and market cycle.

Whether you are a seasoned ETF investor or just starting to get your feet wet, you can get actionable advice from some of the top names in the industry here.

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