ETF Exchange Traded Funds (ETFs) 2021

Discussion in 'Shares & Funds' started by Redwing, 2nd Jan, 2021.

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  1. Absent

    Absent Well-Known Member

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    Do you mean you are exclusively VAS/VGS going forward? I've considered this. Adding 5-10% each of VAE and IJR(or IJH) hardly seems worth it.
     
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  2. Redwing

    Redwing Well-Known Member

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    [​IMG]

    Australian Shares Performance in the Last 30 Years

    For the past twenty years, Vanguard Australia has produced an index chart tracking the 30-year performance of major asset class indices. The 2020 chart demonstrates that despite stock market crashes, terrorist attacks, natural disasters, a succession of governments, and the Global Financial Crisis (GFC), Australian shares have performed well.

    The Vanguard data assumes no transaction costs or taxes and the reinvestment of all income, with a $10,000 investment in 1989 potentially achieving the following growth

    upload_2021-2-21_11-21-27.png
     
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  3. Redwing

    Redwing Well-Known Member

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    upload_2021-2-21_11-31-45.png

    The power of diversification chart
     
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  4. Redwing

    Redwing Well-Known Member

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    Australian shares for the win 2000-2010 $10,000 invested

    upload_2021-2-21_11-34-40.png
     
  5. Redwing

    Redwing Well-Known Member

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    ETF Buyers Prefer Emerging Stocks Over U.S. Shares, Gold, Bonds

    If capital flows into U.S. exchange-traded funds are any indication, investors have begun to favor emerging-market stocks over almost every other asset class -- including U.S. equities.

    The largest ETF buying developing-nation shares received more money in the five days through Thursday than any of the more than 2,400 other funds in U.S. exchanges, according to data compiled by Bloomberg. That’s sending the Vanguard FTSE Emerging Markets ETF toward its biggest weekly inflow in two years.

    In contrast, the $324 billion SPDR S&P 500 ETF, the flagship for U.S. equities, witnessed outflows exceeding $4.5 billion, the worst among peers. Other funds investing in Nasdaq 100 Index shares, gold, silver, real estate, global bonds and inflation-linked securities all lost money. Dollar debt, usually the most popular segment within emerging markets, is also losing out to stocks now.


    [​IMG]


    Money managers from Ashmore Group Plc to JPMorgan Chase & Co. and UBS Group AG have been making a bull case for emerging-market equities in 2021 as they expect the group to be the prime beneficiary of the post-coronavirus economic rebound. Asia’s relative success in containing the pandemic, vaccine breakthroughs in China, India and Russia, as well as renewed demand for commodities and Joe Biden’s $1.9 trillion stimulus plan are underpinning the optimism. cont..................
     
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  6. DreamzUnlimited

    DreamzUnlimited Well-Known Member

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    Currently sitting with the following combo:

    1. NDQ
    2. HACK
    3. IEM
    4. VGS
    5. VDHG

    3-5K in each.
     
  7. RiMo

    RiMo Well-Known Member

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    Vanguard hatches bold plan to crash the super party.

    A new superannuation product by US-based investment giant Vanguard that could shake the $3 trillion industry on its foundations is inching closer to launch.

    Structured much like an industry super fund, the $US6.7 trillion ($8.68 trillion) fund manager aims to have its highly disruptive product in the market by the end of the year. However, industry sources say it could be sooner.

    https://www.smh.com.au/money/super-...to-crash-the-super-party-20210308-p578p7.html
     
  8. Ariyahn2011

    Ariyahn2011 Well-Known Member

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    That is an interesting chart @Redwing. Thank you for sharing good sir.

    I am extremely comfortable holding Australia for the long term. While we are not a perfect country we are a good country.

    I have been slowly building my VGS outside my old LIC’s and VAS.

    I am just talking out loud here to make myself feel better about my strategy.
     
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  9. Redwing

    Redwing Well-Known Member

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    Adjusted FF Factor Portfolios - Past Returns

    Each month, professor French publishes returns data of portfolios that are used to construct monthly factor returns
     
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  10. SurfShark

    SurfShark New Member

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    Thanks for the data @Redwing. I have a question since I am just starting out and am researching along the same lines.

    As an Australian resident, wouldn't I be taxed on the 10.3% returns in US shares while the 8.9% return on Australian shares would carry tax credits ?
     
  11. SurfShark

    SurfShark New Member

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    Assuming that both the investments were through index funds or ETFs
     
  12. Redwing

    Redwing Well-Known Member

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    @SurfShark

    If you sold then yes, you would pay tax; that 10.3% would be "total return" though (Dividends and Growth), some US funds are now also domiciled in Australia and franking is at various levels depending on ETF constituents, i.e VAS (ASX 300) is 79%
     
  13. Never giveup

    Never giveup Well-Known Member

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    We all know the various ETFs available for AUS, global, US, Technology, emerging and all other markets.

    But is there an ETF based on the market of OECD 37 countries?

    Below statement is from OECD.org

    "OECD countries and Key Partners represent about 80% of world trade and investment."
     
  14. Never giveup

    Never giveup Well-Known Member

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    I think I will retract my above post after reading the names of all 37 ;)
     
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  15. mtat

    mtat Well-Known Member

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    Which countries do you have an issue with investing in?
     
  16. Never giveup

    Never giveup Well-Known Member

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    Would you like to guess?
     
  17. mtat

    mtat Well-Known Member

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    I literally have no clue :confused: I don't see anything wrong with investing in any of the 37 countries.
     
  18. Hockey Monkey

    Hockey Monkey Well-Known Member

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    I think the closest you will find is developed and emerging markets which comprises 46 countries (23 + 23)

    Eg VGS is developed ex-Australia, VGE is emerging, VEU is all ex-US

    Market classification
     
  19. Never giveup

    Never giveup Well-Known Member

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    Hi @mtat,

    Ofcorse there is nothing wrong and little knowledge is a dangerous thing hence I am not saying which countries I have doubts about due to their instable political and other internal war issues.

    I am leaving it to the experts to decide for the ETF mix but yes many of those are covered in Global and emerging ETFs.

    My aim to find a specific ETF that is targeting these 37 countries to see if 80% trade n investment is coming from there how will the ETF perform when comparing with other big ETFs.
     
  20. Redwing

    Redwing Well-Known Member

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    12 months returns looking good :D

    upload_2021-3-22_16-37-37.png
    upload_2021-3-22_16-37-57.png
     

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