Hong Kong listed ETFs

The top 25 Hong Kong listed ETFs I’m watching in 2018H2

Posted Leave a commentPosted in Investing

I’ve been speaking at several ETF conferences this year, and was a bit surprised to see at one event most of the audience raising their hand as users of ETFs, but then most putting their hands down when asked if they traded ETFs listed on any exchanges in Asia.  For easy reference, I wanted to […]

The many different MSCI China indexes, before China A-share inclusion

MSCI China A-Share Inclusion: Understanding Different Chinese Stock Markets

Posted Leave a commentPosted in Investing

MSCI’s China A-share inclusion is one of the many themes I’ve been hearing over and over again this year.  As one of the world’s largest and most respected brands in benchmarking investment portfolios, this move means that trillions of dollars of American and European retirement funds will now be required to buy more Chinese stocks, […]

Vanguard sets ETFs trading costs to zero

Vanguard sets 1,800 ETFs’ trading costs to zero today: Time to move all your money over?

Posted Leave a commentPosted in Investing, Personal finance

About a month ago, Vanguard surprised clients and investment advisors (of which I am both) with the announcement that starting in August 2018 (today), Vanguard would offer free trading on almost 1,800 exchange traded funds (ETFs), all but a handful of which are those of Vanguard’s competitors.  Although I have earlier argued that even paying […]

Building portfolios using ETFs instead of mutual funds

3 main reasons I invest in ETFs instead of mutual funds

Posted 1 CommentPosted in Investing

I first started using ETFs in the early 2000s, when iShares was aggressively launching several new ETFs, and marketing the line of single-country ETFs they had launched back in 1996.   The Spyder ETF “SPY” has already been around for almost a decade at that point, and sector SPDRs had already been around since 1998, but […]

Passports: Invest your IRA in foreign stocks and bonds

Why now is the time to invest over 50% of your IRA in foreign stocks and US bonds

Posted 1 CommentPosted in Investing, Retirement

After several years of rising US stock prices, I am often asked when the next crash, or at least next big correction, is coming.  I believe it is foolish to try and time the market, but I do believe it makes sense to sell out of expensive assets and buy into better value assets (buy […]

How to have over $1,000,000 in MPF by age 40

How to have over $1,000,000 in MPF by age 40

Posted Leave a commentPosted in Investing, Personal finance

If you have worked as a professional in Hong Kong since the first MPF scheme was launched in December 2000, and contributed the minimum each month into a low-cost Hong Kong stock index fund, you should have over $1,000,000 in MPF by now. MPF stands for Mandatory Provident Fund, and is Hong Kong’s equivalent to […]

Hong Kong ETF list published by HKEX (Hong Kong Exchange) on Nov 2017

Hong Kong ETFs Remain China-focused, Bond-light, and Under-owned

Posted Leave a commentPosted in Investing

Hong Kong ETFs are, and are likely to remain, the best way to trade and broadly allocate to China, it is not hard to argue that Hong Kong has the best ETF market in Asia.  As a reference, I am posting below a scan of the brochure the HKEX handed out at a recent ETF […]

top 55 london-listed etfs

Top 55 London-listed ETFs from iShares – shortlist for 2018

Posted 1 CommentPosted in Lists

For non-US ETF portfolios, I find it useful to keep handy short lists of ETFs listed on other top ETF exchanges in London, Hong Kong, Singapore, and Tokyo.  Here is a short list of the top 55 London-listed ETFs I look at, mostly for my own reference when I need to look this up on […]

top 55 london-listed etfs

23 Useful London Listed ETFs for non-UK investors

Posted 1 CommentPosted in Investing, Lists

London listed ETFs and Frankfurt listed ETFs together form the world’s second largest and most diverse ETF market after the US.  For non-US taxpayer investors, Frankfurt and London listed ETFs may provide tax advantages in accessing the US market, as well as access to asset classes even the US ETF market does not yet cover, […]

Japan Listed ETF Useful List – 7 Tokyo Exchange Traded Funds Worth Considering By Foreign Investors

Posted Leave a commentPosted in Investing, Lists

I find it important to look at exchange traded funds (“ETF”) as a benchmark for what investments in stocks, bonds, or real estate investment trusts (REITs) could be doing as a “fire and forget” trade to track a broad benchmark index with minimal transactional and ongoing costs.  The US remains by far the largest, most […]