ETF Webinar Today

August 14, 2012

This afternoon (Tuesday, August 14) I will be participating in a webinar called “ETFs in Portfolio Management and Construction,” moderated by Yves Rebetez of ETF Insight. I’ll be joined by two industry professionals who are much smarter and better dressed than I am: Alfred Lee, Vice President and Investment Strategist for BMO ETFs, and Tyler Mordy, Director of Research, HAHN Investment Stewards.

We’ll be discussing the various ways that ETFs can be used to build diversified portfolios. I’m going to cover the basics using the Complete Couch Potato as an example. This  portfolio provides extremely broad diversification with just six ETFs, all for an annual fee of 0.29%. The other panelists will consider some more advanced strategies, including adding alternative asset classes to traditional stock-bond portfolios.

I welcome you to join us at 4:15 pm EST. For login information and links, visit ETF Insight.

Book giveaway winners

Thanks to everyone who entered the draw for one of three copies of my new book, The MoneySense Guide to the Perfect Portfolio. There were more than 250 entries, and the lucky winners are Philippe V., Ognjen and Sally. They’ve all been notified by email. If you would like to take another shot at winning, MoneySense editor Jonathan Chevreau is hosting his own draw for copies of the book on his blog, Financial Independence.

The book should now be available at magazine newsstands in Shoppers Drug Mart, Walmart and Loblaws stores, or online.

 

 

{ 13 comments… read them below or add one }

James August 14, 2012 at 10:27 am

Will this be archived somewhere? I’d love to hear it but live on the west coast so will be working ’til 8pm EST at the earliest.

Canadian Couch Potato August 14, 2012 at 10:38 am

@James: Thanks for your interest. Yes, the webinar will be archived on ETF Insight. I will post a notice here to let readers know when it is available.

Linda August 14, 2012 at 5:09 pm

darn, I missed this

Canadian Couch Potato August 14, 2012 at 7:00 pm

@Linda: There will be a link to the webinar on ETF Insight soon.

Al August 14, 2012 at 7:11 pm

I have a son about to turn 18 who wants to put away some money. The e-funds are obviously a good choice for the small amounts involved but can you do an article on diversified etfs that would also cover all the bases ie things like XCR for example? He can put away chunks of $ such that an occasional commission would not be a big deal. Thanks. We both follow this site. Keep up the good work.

Canadian Couch Potato August 14, 2012 at 7:28 pm

@Al: Thanks for the comment. I have written about multi-asset-class ETFs in the past, though these posts are now probably out of date:
http://canadiancouchpotato.com/2010/03/16/under-the-hood-ishares-core-portfolio-builders/
http://canadiancouchpotato.com/2010/07/26/under-the-hood-claymore-coreportfolios/

In my view, these don’t make a lot of sense for a young investor. The e-Series funds are much less expensive, and you can customize the asset allocation. For example, XCR is 45% short-term bonds, which strikes me as awfully conservative for an 18-year-old.

It’s also important to understand that these ETFs are actively managed, so their asset allocation will change, sometimes dramatically:
http://canadiancouchpotato.com/2012/03/26/did-your-etf-just-get-riskier/

Jon Evan August 14, 2012 at 11:55 pm

An astonishing collection of portfolio choices on ETF insight! Enough variety to give one a headache :(. I like your model portfolios much better.

Andrew August 17, 2012 at 6:28 pm

I checked out the presentation notes and was wondering if anyone had any thoughts on the portfolio structure discussed that “dynamically allocates by risk factors instead of allocating by traditional asset classes”. Was this discussed in the presentation?

The correlations chart is also interesting – not on this chart is the high correlation of Canadian equities with emerging markets.

Andrew Hallam August 17, 2012 at 8:00 pm

You’re a gentleman with your word choice Dan:

“The other panelists will consider some more ‘advanced’ strategies…”

Canadian Couch Potato August 17, 2012 at 9:03 pm

@Andrew: The idea of dynamically allocating by risk factor rather than assets class was not discussed in detail. I would like to learn more about the idea, since at first blush it seems to be a semantic distinction. Asset classes, by definition, have different risk profiles. I will see if I’m able to get some more information.

@Andrew H: More advanced, though not necessarily more effective. :)

Andrew August 18, 2012 at 6:45 pm

Thanks Dan.

Que September 3, 2012 at 12:28 pm

Dan,

I would like to see this webinar, but all I can find is the PDF, is there anything else available to go along with this, I was expecting a video of some sorts.

Thanks,
Que

Canadian Couch Potato September 3, 2012 at 1:57 pm

@Que: There was supposed to be an audio file available, but my understanding is that there was a technical glitch and the webinar was not recorded. Sorry!

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