Investor Handbook 2019 - Amazon Web Services

INVESTOR HANDBOOK 2019

ETFs

Investor Handbook 2019

1

Welcome

Every year we write about a range of investing topics on our blog at blog..au. This year we published over 50 articles, as well as our annual Fat Cat Funds Report and annual ETF Research. We wanted to share a selection of the most popular articles from the last year so that you can catch up on any that you may have missed. By far our most popular article this year was our `Best Australian Share ETFs', part of the ETF research that we conduct every year. Following on from that, the recent interest rate cuts also proved to be a very popular topic as well as some research on property investing and self-managed super fund strategies. We hope you learn something new. Feel free to share these articles with friends or family! Thank you for your ongoing support and we look forward to continuing to help you on your investing journey in the years ahead. Regards,

Chris Brycki Founder and CEO, Stockspot

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Contents

ETFs

What Are ETFs

5

Active vs passive (index) investing

6

2019 ETF Research Highlights

8

Best Australian Share ETFs

10

Australian Bond ETFs

15

Best Global Share ETFs

22

How ETFs are taxed

29

7 Myths about ETFs

35

We compare ETFs vs LICs

43

INVESTING

How to build an awesome investment portfolio

51

Dollar Cost Averaging

55

When is a good time to invest

58

Investing in market highs

Top Questions from the ASX Investor Day

60

Are Australian shares expensive?

63

Why you need defensive investments

66

What interest rate cuts mean for your investments

71

The role of Gold in your portfolio

75

The dangers of dividends

78

Investing for your children / grandchildren

83

SELF MANAGED SUPER FUNDS

Best SMSF investment strategies

85

How SMSFs can beat the best super funds

91

PROPERTY

Should you pay off your mortgage or invest?

94

Why property investing returns may be lower than you think

98

INVESTOR HANDBOOK 2019 4

INVESTOR HANDBOOK 2019

What are ETFs?

ETFs track a market index rather than taking bets on individual companies. For this reason, their management fees are much lower than typical `active' fund managers. Tracking a market `index' also offers the benefits of transparency and potential tax efficiency.

ETF investors directly benefit from share capital gains, dividends and franking credits paid by shares contained within an ETF. The majority of funds compared in this article are index ETFs, only the Magellan fund is an active fund which sits inside an ETF-like listed structure.

We have included the Magellan fund because of its size and popularity however, investors should understand that this is an actively managed fund.

ETFs

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