ETF Exchange Traded Funds (ETFs) 2020

Discussion in 'Shares & Funds' started by mtat, 7th Jan, 2020.

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  1. Redwing

    Redwing Well-Known Member

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    same, same, but different

    upload_2020-4-2_13-36-52.png
     
  2. geoffw

    geoffw Moderator Staff Member

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    Do you mean like this?
    Dividend stripping - Wikipedia
     
  3. Hodor

    Hodor Well-Known Member

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    Not really going to work for an ETF IMO, an ETF is a pass through structure and trades at NTA (or very close to). Dividends are accumulated from the 100's or 1000's of companies VAS/VGS holds and then passed on the the investor, the value of the ETF will decrease by the same amount as the distribution.

    For individual shares some believe there could be profit in trading around the dividend as the price movements may not reflect the dividend accurately. Still it's a fools game IMO. Much more important stuff to think about.
     
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  4. Hodor

    Hodor Well-Known Member

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    Anyone been holding GEAR?
    It has been a good lesson in how the rolling gearing of the ETF is especially dangerous from what I can see.

    VHY has also been especially damaged. I haven't looked or thought as to why it has suffered so much.

    Any other ETFs doing interesting things?
     
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  5. vbplease

    vbplease Well-Known Member

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    not at the moment, but once I hear the bell ringing at the bottom, I will.
     
  6. Redwing

    Redwing Well-Known Member

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    upload_2020-4-3_16-33-26.png
     
  7. Redwing

    Redwing Well-Known Member

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    Company Name: SPDR S&P/ASX 200 Fund
    Ex Dividend Date: 30 Mar, 20
    Dividend Pay Date: 14 Apr, 20
    Amount: 47.24 cents per share
    Franking: 82.98%

    Company Name: Vanguard Australian Shares Index
    Ex Dividend Date: 01 Apr, 20
    Dividend Pay Date: 20 Apr, 20
    Amount: 67.27 cents per share
    Franking: 77.89%

    Company Name: Vanguard MSCI Index International Shares ETF
    Ex Dividend Date: 01 Apr, 20
    Dividend Pay Date: 20 Apr, 20
    Amount: 45.42 cents per share
    Franking: 0.00%

    Company Name: Vanguard Australian Fixed Interest Index ETF
    Ex Dividend Date: 01 Apr, 20
    Dividend Pay Date: 20 Apr, 20
    Amount: 37.41 cents per share
    Franking: 0.00%

    Company Name: Vanguard All-World ex-US Shares Index
    Ex Dividend Date: 23 Mar, 20
    Dividend Pay Date: 22 Apr, 20
    Amount: 17.96 cents per share
    Franking: 0.00%
     
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  8. Redwing

    Redwing Well-Known Member

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    Highlights from 20 Years of the S&P/ASX 200

    Since its debut in April 2000, the S&P/ASX Index series has helped to define the Australian equity market. As Australia’s most widely followed market indicator, the S&P/ASX 200 serves as the de-facto measure of the value and performance of the nation’s stock market. In a literal sense, market peaks and valleys are defined by the level of the S&P/ASX 200.
     

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  9. Redwing

    Redwing Well-Known Member

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    Buying time to sell − fixed income spreads come under fire

    Fixed income is marketed to investors as a defensive asset class, as a general rule offering principal and income security combined with liquidity. That is the major trade-off for lower expected returns. The exposure helps to dampen portfolio volatility over time and should provide investors protection against cyclical economic and market downturns. From a “defend and protect’’ asset class such as fixed income, it also provides the liquidity that enables investors the flexibility to move quickly into risk assets when those valuations are appealing, such as the recent large decline in the ASX.

    Sadly, for many investors, some fixed income managers have dropped the ball right in their time of need. By loading up on low quality or illiquid securities in the lead up to the current crisis, many fixed income investment managers have failed to defend investor portfolios. As a consequence, they have now added significant sell side spreads to their retail products, resulting in vastly weaker liquidity conditions and adding substantial additional costs to exit − right in their investors’ time of need. If investors can’t access perceived lower risk and liquid fixed income holdings in times of market stress, then what purpose does it actually serve?
     
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  10. Zenith Chaos

    Zenith Chaos Well-Known Member

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    I'm considering GEAR and GGUS if VAS / VGAD reach $46 / $40 respectively - a ~50% drop where P/E ~13.5 based on some assumptions. I'm not risking margin calls with bank leverage.
     
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  11. Redwing

    Redwing Well-Known Member

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    Australian ETF investors are buying the coronavirus dip - ETF Stream

    ETF money is the smart money.

    ETF investors have cleverly used the coronavirus panic as a chance to buy Australian shares, an analysis from ETF Stream can reveal.

    The number of units on issue from Australia’s biggest share ETFs grew during the darkest hours of the coronavirus sell off. This strongly suggests that more investors bought ETFs than sold them during the coronavirus panic, and Aussie ETF investors got greedy while others got scared.

    The number of units on issue of Vanguard’s Australian Shares Index ETF (VAS), the country’s biggest ETF, grew 15% in March. While the number of units on issue for BetaShares’ Australian shares ETF (A200), the country’s cheapest ETF, grew 19%.

    upload_2020-4-9_9-37-8.png
     
  12. sfdoddsy

    sfdoddsy Well-Known Member

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    I'm not game to buy VAS yet (and I'm overweight Oz shares anyway), but I did just do some tax loss harvesting into VDHG.
     
  13. SatayKing

    SatayKing Well-Known Member

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    Creation units? If so not the peons such as myself but instos and others.
     
  14. SatayKing

    SatayKing Well-Known Member

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    Now I get. I'm a bit slow. It isn't retail investors buying or selling ETFs on the market. It's the authorised participants who are doing the deals buying large chunks of shares and then getting the ETF provider to bundle them up as part of the secondary market.

    Took a while for me to get my brain around that.

    Likely to be instos pretty hefty grunt behind them if they are doing that.
     
  15. Frank Manno

    Frank Manno Well-Known Member

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    I think IWLD too..

    -Frank
     
  16. Simon Hampel

    Simon Hampel Founder Staff Member

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  17. SatayKing

    SatayKing Well-Known Member

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    Back to boring stuff.

    14 April: Money
    20 April: Money.
     
  18. Mcube

    Mcube Well-Known Member

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    Hello, Iwas wondering why VGAD(hedged) doesn't give out quarterly dividends like VGS?
     
  19. Redwing

    Redwing Well-Known Member

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    No idea, maybe because Hedging isn't free?
     
  20. SatayKing

    SatayKing Well-Known Member

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    Does it ever occur with some of these products they don't reveive a sufficient income to make a distribution after costs have been deducted?

    When I did have funds with an unlisted product many years (tears?) ago it did occur at least once.
     
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