ETF Exchange Traded Funds (ETFs) 2021

@Fargo I just got into HACK. Late last year I got into VGS, VDHG, and NDQ. Not a lot of capital to put in for me though, but hope to see great returns in the coming years.

 

Isn’t the high distribution more due to the high turnover from the weighting limits you mentioned (65% turnover according to HACK share price and company information for ASX:HACK)?

In other words high taxable capital gains being returned to you via a distribution. What does the AMIT statement show?

 

ASX HACK | Global Cybersecurity ETF | BetaShares

The June 2020 Estimate Distribution Component may give some idea.

 

I was reading Stong Moneys article today

Investing in 2021 – Comparing the Options

VAS for the last 12 months (to Jan 2021) is at around -3.93% (price only from sharesight) and I wondered how that looked with Dollar Cost Averaging over the last 12 months. I sold some bonds in March 2020 and re-balanced into stocks but also continued monthly investing, interesting to see how VAS (for example) went as the market recovered

VAS dividends (from sharesight) for the last 12 months were around 2.83%

 

indeed TIMING your investment with ETFs has been a big factor in my returns

VAS is up 50% for me since my purchase in 2011 ( share price only )

but up 49% in share numbers because i DRP VAS

so more than doubled the $ value of my VAS holding since 2011

not a jaw-dropping return , i admit but VAS was my idea of an insurance policy against my poor stock selection during my investment adventures

so as a 'safety play ' VAS has proved to be satisfactory for me

 

VAE has been pretty good, bought in Nov 19 at $67, currently $83 for over 22% gain in a tough year.

 

What was the thought process when selecting VAE @MangoMadness?

 

What Does Nevada’s $35 Billion Fund Manager Do All Day?

Steve Edmundson has no co-workers, rarely takes meetings and often eats leftovers at his desk. With that dynamic workday, the investment chief for the Nevada Public Employees’ Retirement System is out-earning pension funds that have hundreds on staff.

His daily trading strategy: Do as little as possible, usually nothing.

The Nevada system’s stocks and bonds are all in low-cost funds that mimic indexes. Mr. Edmundson may make one change to the portfolio a year.

News doesn’t matter much.

Will the 2016 elections affect his portfolio? “No.”

In 2020

Nevada Public Employees returns 7.2% for fiscal year

Nevada Public Employees' Retirement System, Carson City, posted a preliminary net return of 7.2% for the fiscal year ended June 30 2020, outperforming the policy benchmark of 6.5%.

The results were disclosed in the latest investment report for the $46.6 billion pension fund.

Stephen Edmundson, the pension fund's investment officer, attributed the performance to rebalancing, saying that "after being overweight U.S. stocks for the entirety of 2019, it sold $2 billion in stocks at end of December and reallocated those assets into Treasuries."

In the following quarter "when stocks sold off sharply and Treasuries rallied 8%," Mr. Edmundson said it rebalanced $2.6 billion back into public equities, a move that occurred in the last two weeks of March as stocks recovered.

 

I also hold VAE. IMO choice between VAE and VGE for about 10% of my portfolio. More confident in South Korea, Singapore etc over Russia and South America.

It has performed very well for me, albeit only being a small part overall.

 

I too have a small holding in VAE for the same reason as you @number 5. I don't have emerging markets.

 

Same.

VAE also has
- Lower MER
- No ex-US withholding tax drag
- Includes South Korea (Unlike VGE) which is a good match for VGS which is MSCI based and does not

 

“Small” being the key word. I’ve occasionally considered VAE / VGE but as a retiree I would only be willing to allocate a “small” percentage to it. Hence would it have a major impact on overall portfolio returns? No, highly unlikely! Just another nuisance holding to administer and likely tempt me to tinker more (danger Will Robertson). But that’s a weakness in my nature which I need to manage accordingly. Others may not have that issue so perhaps the more the merrier.

 

Same. VAS (& ARG), VGS and VAE. I did have IJR but used the correction to to sell and reallocate. Must have heard something about simplifying the portfolio on PC.

 

My psyche and my soul (not that I have one) rebels at that level of simplification.

 

We used the correction in 2020 to cash in our less tax efficient Vanguard wholesale funds and switch to A200/VGS/VISM/VAE

VISM and VAE are both up 20% in 5 months compared to 8% for VGS. Nice to get a positive result when taking a risk on small caps and emerging markets.

Want to go all in on ETF index investing including our super, but when UniSuper Global Environmental Opportunities returns 50% in 2020, it is really hard to pull the trigger.

Even their Australian Shares option outperformed VAS in 2020, 5.85% vs 2.18%

 

Mine is not as simple as this either. Nor as simple as @Nodrogs. It is ok for us and will get more simple over time with balancing. No hurry

 

A few have already answered and their reasons mirror my own. However Nodrog also hits a chord with his 'small' comment.

I guess any win is a good win but it is such a small part of my portfolio its probably inconsequential in the bigger scheme of things. (doubly so as my asset allocation % have gone awry over the last 8 months with VAE dropping significantly as I put money into more opportunistic adventures )

 

Something to think about when comparing VAS overtime, or to other markets.

From Nick Radge on Twitter:

"Why including dividends are important when looking at equity returns in Australia..."

 

Australian ETF Review – One for the ages!

 

@dunno @Hockey Monkey

Hi guys, do you happen to know if IJR/IJH ETF's suffer from any tax withholding issues such as the VGE ETF?

Looking to potentially add one of them in my portfolio but don't want to make the same mistake as I did with VGE.