Opinions
Terry Shaunessy
Vanguard FTSE Developed All Cap ex North Amer Idx ETF.
VIU-T
BUY
Dec 09, 2020
$29.940
Stock price when the opinion was issued
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research
VIU would be our best choice here. Low fees, unhedged, ex-North America and OK returns, considering international markets have lagged for a long time.
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E.T.F.'s
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And how to judge an ETF? He starts with the asset class. Large caps: 60% America and 10% emerging with 3-4% in Canada. Look at the sector and stock exposure of the ETF you're considering. Here, these are ex-North America, an area he is really fond of now, because he expects emphasis to shift outside America in 2021. There's much more emphasis on non-tech sector, which will benefit from the reopening and cyclical recovery. For ETFs, he looks less at PE ratios. He also looks at liquidity. He has a bias in favour of Blackrock, because it's the most liquid ETF provider. (He owns BMO, Vanguard and Horizon, too.) Look at MER. Key is what makes up an ETF.