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ETF Expense Ratios Between Countries

On 05/17/2013, in Exchange Traded Funds, by Jordan Wilson

“I am considering buying an iShares S&P 500 tracker exchange traded fund. In the United Kingdom where I live, the annual total expense ratio is significantly higher than the exact same fund if I buy it on an American exchange. Why does an identical exchange traded fund (ETF), from the same provider, have a different expense ratios in different countries?”

That is a question recently posed by a reader. A very good question.

A few thoughts in response. 

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5 Common ETF Misconceptions

On 05/03/2013, in Exchange Traded Funds, by Jordan Wilson

I like exchange traded funds (ETFs) versus open-ended mutual funds for most individuals.

ETFs provide many advantages for investors, especially those with limited capital.

But there are also aspects of ETFs that require attention. 

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Index benchmarks for passive investment management are an ideal fit.

And quite easy to implement.

After all, with passive investing you are simply trying to replicate the market (as represented by the relevant index). So it is simple to find an index for comparative purposes.

But there are a few things to remember when benchmarking under a passive approach. 

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Open-End Index Mutual Funds

On 11/07/2010, in Mutual Funds, by Jordan Wilson

Many investors passively invest using open-end index mutual and exchange traded funds.

Some investors lump the two instruments together when discussing passive holdings. And there are a lot of similarities when assessing for investment potential.

But there are also material differences between the two, so I shall discuss them separately.

Today we will take a very brief look at open-end index mutual funds.

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The Keys to Passive Investing

On 11/02/2010, in Investment Strategies, by Jordan Wilson

Okay, so hopefully we agree that passive investing is generally the best route for individuals wanting to invest over the long term.

This post outlines the steps to build a passively managed portfolio that meets your needs.

We will flesh out some of these steps in November.

There are three keys to passive investing.  

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Invest Like Warren Buffett

On 12/06/2009, in Investment Strategies, by Jordan Wilson

Want to mimic the value investing style of famed investor, Warren Buffett?

This Globe and Mail article examines how to invest like Mr. Buffett.

The article references Validea, a company that allows you to track model portfolios each based on the philosophy of a different investment guru. Not interested in Warren Buffett? There is always Peter Lynch, Martin Zweig, and others to emulate. Subscription cost is a little rich for my taste, but I think it is a creative concept.

As for mirroring Warren Buffett’s moves, replicating his style may not be that simple.

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