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 […]

Performance of Quality, Value, Momentum, and Low Volatility Strategies vs the S&P 500

Posted Leave a commentPosted in Investing, Uncategorized

I have been working with “smart beta” strategies since 2006 (before they were even called “smart beta”), and continue to believe that investing through these rules-based factors provides better risk-adjusted returns than index funds at far lower cost than actively managed mutual funds.  In GFM-managed client accounts, we continue to apply the well-researched factors, of […]

ETFs and Blockchain are excellent technologies, but there are at least 6 reasons to reject #bitcoin ETFs

Posted Leave a commentPosted in News

My latest SeekingAlpha article lists 6 reasons regulators (and exchanges) should reject Bitcoin ETFs, ranging from the practical and technological to arguably moral and social reasons. I wrote back in 2014 about how 21st blockchain technology should wrap and replace 20th century mutual fund and ETF technology.  ICOs are a start towards this, but I […]

How Much Financial Advisors Charge – Pricing by Account Size and Other Factors

Posted Leave a commentPosted in Client Service, Education, Investing, Personal finance, Saving

More than almost anything else, I believe the financial services industry needs greater price literacy and price transparency.  In almost any other business, customers are used to looking at and comparing the prices of the goods they buy from a store or website and the services they buy from a tax preparer or hairdresser, but […]

Hong Kong's Best Savings Plan – How it Works

Posted Leave a commentPosted in Personal finance, Saving

A good savings plan, at a minimum, has the following features: Secure, automated handling of regular monthly contributions Allocation of those contributions to an appropriate balance of stocks and bonds to grow those savings at a rate of 4 – 12% per year, on average Flexibility to withdraw funds or increase contributions at any time […]

200000 Vietnamese dong notes, worth less than US$10 each but more than most free financial advice

10 Emerging Markets to Watch in 2017: The Closed-End Fund Sentiment Indicator

Posted Leave a commentPosted in Investing

I have long been a fan, observer, and investor in emerging markets, ranging from the most frontier the most developed of emerging markets (often repeating that the US can be called “the most successful emerging market in history).  Anyone who knows me personally knows that this interest in emerging markets drove me to travel through […]

Top Hong Kong listed ETFs by volume, expense ratio and board lot size

Posted Leave a commentPosted in Investing, Lists

Hong Kong still has a “board lot” requirement that shares of stocks, ETFs, and other HKEX exchange-traded securities still be traded in minimum chunks that can range from 10 to thousands of shares per trade. As a reference, below are a list of HKEX-listed ETFs with useful information like expense ratio, board lot size, and […]