PDF How To Build A Powerful Portfolio With Top Global ETFs

How To Build A Powerful Portfolio

With Top Global ETFs

Tan De Jun Equity Analyst, Stocks and ETFs Research

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Outline

? Exchange Traded Funds 101 ? Things You Should Consider Before You Select An ETF ? Introducing The ETF Focus List ? Investment Strategies Using ETFs ? Sample ETF Portfolio

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Exchange Traded Funds 101

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Introduction To ETFs

? ETFs are a cross between a stock and a fund.

? Gives investors access to a portfolio of stocks, bonds or other asset classes, providing diversification through a single trade.

? Offers investors the flexibility of buying and selling anytime during market hours.

? Index tracking funds that trade like stocks on an exchange.

? Primary objective of an ETF is to replicate the returns of its underlying index.

? ETFs are mostly passive instruments designed to be the market, not beat the market.

Funds

Diversified

ETFs

Diversified like funds and trade like stocks

Stocks

Tradable during market hours

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Popularity OF ETFs Over The Years

? Between 2008 and 2017, ETF assets under management (AUM) grew at a CAGR of 25%, to more than USD 4 trillion today.

? There are over 4000 ETFs today that track almost every major indices for stocks, bonds and even commodities, offering exposure to virtually every corner of the market.

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