updates table information below
Sunday, May 5, 2019
David Darst
Here is the link.
Darst has lectured at Wharton, Columbia University, INSEAD, New York University, Washington State University, and Rice University business schools, and for nine years, Darst served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. He serves on the Investment Committee of the Phi Beta Kappa Foundation, and is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. On November 3, 2011 at the Metropolitan Club in New York, Darst was inducted by Quinnipiac University into their Business Leaders Hall of Fame.
20 recession, each one lasts less than 24 months.
Darst has lectured at Wharton, Columbia University, INSEAD, New York University, Washington State University, and Rice University business schools, and for nine years, Darst served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. He serves on the Investment Committee of the Phi Beta Kappa Foundation, and is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. On November 3, 2011 at the Metropolitan Club in New York, Darst was inducted by Quinnipiac University into their Business Leaders Hall of Fame.
20 recession, each one lasts less than 24 months.
How to hedge against a loonie in decline
Here is the link.
The hedged iShares S&P 500 Index Fund (XSP) made 3.2 per cent annually for the five years to May 31, while the S&P 500 made 4.1 per cent. XSP's management expense ratio is 0.25 per cent, which means tracking error caused in part by currency hedging played a role in the rest of the shortfall.
Over periods of 10 years or longer, many experts believe hedging is unnecessary because currency ups and downs cancel each other out. It's also thought that hedging isn't needed when investing in a broad index of international countries, where currency risk is limited by diversification.
Vanguard S&P 500 Index ETF (CAD-hedged)
Here is the link.
Objective
The fund seeks to track, to the extent reasonably possible and before fees and expenses, the performance of a broad U.S. equity index that measures the investment return of large-capitalization U.S. stocks, which Index is hedged to the Canadian dollar. Currently, this Vanguard ETF seeks to track the S&P 500 Index (CAD-Hedged) (or any successor thereto).
It invests directly or indirectly primarily in stocks of U.S. companies and uses derivative instruments to seek to hedge the U.S. dollar exposure of the securities included in the S&P 500 Index back to the Canadian dollar.
About the benchmark
The S&P 500 Index (CAD-Hedged) is a market-capitalization-weighted index that is designed to represent the returns of large-capitalization U.S. stocks, with the U.S. dollar exposure of the securities included in the S&P 500 Index hedged to the Canadian dollar.
Objective
The fund seeks to track, to the extent reasonably possible and before fees and expenses, the performance of a broad U.S. equity index that measures the investment return of large-capitalization U.S. stocks, which Index is hedged to the Canadian dollar. Currently, this Vanguard ETF seeks to track the S&P 500 Index (CAD-Hedged) (or any successor thereto).
It invests directly or indirectly primarily in stocks of U.S. companies and uses derivative instruments to seek to hedge the U.S. dollar exposure of the securities included in the S&P 500 Index back to the Canadian dollar.
About the benchmark
The S&P 500 Index (CAD-Hedged) is a market-capitalization-weighted index that is designed to represent the returns of large-capitalization U.S. stocks, with the U.S. dollar exposure of the securities included in the S&P 500 Index hedged to the Canadian dollar.
Case study: Canada asset portfolio
May 5, 2019
It is time for me to build a portfolio for $30,000 Canadian dollars on questtrade.com. It is the first time and I like to set up a portfolio by trial and error.
I like to think about how to purchase the asset of ETF fund.
Here are some candidates for ETF funds:
1. VGT
Vanguard information technology ETF
$3000 US dollars - $4000 Canadian dollars
2. VYM
Vanguard dividend ETF
$3000 US dollars - $4000 Canadian dollars
3. VTI
Vanguard total market index fund
$3000 US dollars - $4000 Canadian dollars
5. VPU
Vanguard utilities ETF
$3000 US dollars - $4000 Canadian dollars
4. BND
Vanguard total bond market ETF
$10000 US dollars - $13000 Canadian dollars
Introduction
It is time for me to build a portfolio for $30,000 Canadian dollars on questtrade.com. It is the first time and I like to set up a portfolio by trial and error.
Case study
I like to think about how to purchase the asset of ETF fund.
Here are some candidates for ETF funds:
1. VGT
Vanguard information technology ETF
$3000 US dollars - $4000 Canadian dollars
2. VYM
Vanguard dividend ETF
$3000 US dollars - $4000 Canadian dollars
3. VTI
Vanguard total market index fund
$3000 US dollars - $4000 Canadian dollars
5. VPU
Vanguard utilities ETF
$3000 US dollars - $4000 Canadian dollars
4. BND
Vanguard total bond market ETF
$10000 US dollars - $13000 Canadian dollars
Vanguard Information Technology ETF (VGT)
Here is the link.
Product summary
- Seeks to track the performance of a benchmark index that measures the investment return of stocks in the information technology sector.
- Passively managed, using a full-replication strategy when possible and a sampling strategy if regulatory constraints dictate.
- Includes stocks of companies that serve the electronics and computer industries or that manufacture products based on the latest applied science.
I like to save the price history and $10,000 growth from 2009 to 2019. I saved on May 5, 2019.
The VGT price on May 5, 2019 is $213.49, and the total value is $59,571.31. The value of dip in Dec. 2018 is $50,683.68.
The VGT price on May 5, 2019 is $213.49, and the total value is $59,571.31. The value of dip in Dec. 2018 is $50,683.68.
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