Sentences with phrase «etfs on a longer term basis»

There can be large tracking errors when holding leveraged ETFs on a longer term basis.

Not exact matches

Consider this simple example with a three - instrument portfolio comprised of a S&P 500 ETF, a long - term bond ETF and a cash - proxy ETF.1 Based on daily returns since 2010, the annualized volatility on the cash proxy (a short - term bond ETF) is effectively zero, compared to 16 % and 15 % for the stock and bond ETFs.

Relative to actively managed mutual funds, some actively managed ETFs offer potential tax advantages.3 However, we caution investors against making long - term investment decisions based solely on any potential tax benefits.

After forming a month - long base near its multi-year lows, the ETF recently formed a «higher low,» then broke out above intermediate - term resistance of its 50 - day moving average on higher than average volume.

Stock prices can fluctuate widely on a day to day basis, but the long - term fundamentals are on your side when you rely on an ETF such as Vanguard S&P 500 ETF to invest in a diversified basket of solid businesses.

Long - term investors need to make an effort to understand the specific ETFs they select, and those choices need to be based on real conviction, not just recent performance.

Sub-advised by Landry Investment Management Inc. («Landry»), HMA will seek long - term returns by providing exposure to selected global asset classes on a risk - adjusted basis, primarily through investments in ETFs.

These types of ETFs were designed to achieve their objectives on a daily basis and are not meant as long term investments.

The daily marked - to - market value of a swap is based upon the daily performance of the reference index, which is calculated on a total - return basis • The counterparty to a swap in a Horizon's TRI ETF must maintain the following minimum long - term debt credit rating: A (DBRS), A (Fitch), A2 (Moody's), A (Standard & Poor's).

Spotlight: An ETF based on companies involved with blockchain technology is off to a bumpy start, but its founder is staying focused on the long term.

† The «Money 50» list published in the January / February 2017 Investor's Guide of Money magazine is based on mutual funds and ETFs that are low - cost and produce long - term returns that match or beat their benchmarks.

Of course, the whole point of screening mutual funds and ETFs is to increase your chances of investing in funds that are more likely to perform better in the future on both a sustained, long - term basis and on an risk - adjusted investment basis.

Complete with step - by - step instructions on how to purchase TD e-series funds or ETFs, how to track your adjusted cost base to report your taxes, and behavioural insights and tips to help you stay on track for the long term.