Latest news with #ETFs
Yahoo
an hour ago
- Business
- Yahoo
All in on ETFs? Experts share how to diversify your portfolio — without overdoing it
TORONTO — Exchange-traded funds have exploded in popularity, and so have investment strategies based only on ETFs, but some investors might be wondering whether that could lead to their portfolio being too diversified. Financial experts say allocating an entire portfolio to ETFs can be a viable strategy, but it's important for investors to know what holdings are in the funds they're buying. When looking at portfolio diversification for ETF-focused investors, Jonathan Rivard, general principal at Edward Jones, said it's important to consider the individual's time horizon and risk appetite. 'You could absolutely be 100 per cent invested in ETFs. But you want to know what's in the ETF and what the allocation looks like. Some ETFs will be balanced; they'll have a mix of stocks and bonds in them. Some will be sector products,' Rivard said. 'The important thing comes down to understanding what does this basket hold? And if I own multiple ETFs, what does it look like across multiple ETFs in terms of asset allocation?' Prerna Mathews, Mackenzie Investments' vice-president of ETF product strategy, said there are a few key points to keep in mind regarding diversification, notably, it is important to think beyond just diversifying by geography. 'So (if) you're starting with the core Canadian, U.S., international exposure, don't stop there. Think about how fixed income plays a role in your portfolio, real assets, there are thematic products, and there are alternative ETFs. There are a lot of different drivers of return that can be added to a portfolio available in ETF form,' she said. Another consideration is buying ETFs with different investment styles, she said, which may include combining traditional index ETFs with others that are actively managed or have low volatility. Time horizon is also an important consideration, where those with a longer investment horizon may want to focus on growth, she said, taking on more risk with higher equity exposure. Regarding fixed income, Mathews said to be aware of the differences between short- and longer-term yields, adding that most investors will likely not have exposure to every duration of fixed income and should know the relevant trade-offs. 'In some cases, you can get a very attractive yield at the short end of the curve without taking on significant risk as you would on the long end,' she said. 'Really understanding the trade-off there and likely having some short-term fixed income in the portfolio would be viable. But aggregate bonds over a 30-year time period are generally a good place to be.' Mathews said there is also a growing number of investors opting for an asset allocation ETF. She said this type of ETF is essentially eight to 12 ETFs 'all packaged up in one,' and has served as a core holding for those looking for a 'set it and forget it" investment. Despite the benefits of diversification, Mathews said there are dangers to being overly diversified. This might occur for someone investing in Canadian equities through an ETF but also buying into an asset allocation ETF, Mathews said. In that case, the investor may end up with more Canadian equity exposure than anticipated. Similarly, with the TSX financials sector representing around 30 per cent of the overall index, an investor with a TSX-focused ETF and a Canadian banks-focused ETF could end up with too much exposure to Canadian bank stocks. 'There is a risk of having too much product in your portfolio. Sometimes that can creep up on us when we're not doing a full look through to what each ETF might be investing in,' she said. This report by The Canadian Press was first published July 24, 2025. Daniel Johnson, The Canadian Press Sign in to access your portfolio
Globe and Mail
2 hours ago
- Business
- Globe and Mail
NYSE Texas Dual-Lists Strive ETFs
The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of technology and data, today announced that NYSE Texas has listed its first exchange traded funds (ETFs) with Strive Asset Management dual-listing 13 ETFs: Strive International Developed Markets ETF (NYSE: STXI) Strive Mid-Cap ETF (NYSE: STXM) Strive U.S. Energy ETF (NYSE: DRLL) Strive Natural Resources and Security ETF (NYSE: FTWO) Strive U.S. Semiconductor ETF (NYSE: SHOC) Strive 500 ETF (NYSE: STRV) Strive 1000 Dividend Growth ETF (NYSE: STXD) Strive Emerging Markets Ex-China ETF (NYSE: STXE) Strive 1000 Growth ETF (NYSE: STXG) Strive Small-Cap ETF (NYSE: STXK) Strive 1000 Value ETF (NYSE: STXV) Strive Enhanced Income Short Maturity ETF (NYSE: BUXX) Strive Total Return Bond ETF (NYSE: STXT) 'At Strive, we believe capital markets thrive when they prioritize innovation, meritocracy, and maximizing shareholder value,' said Matt Cole, CEO at Strive. 'That's what's happening with NYSE Texas, and we're proud to be the first ETF issuer listed on the exchange.' 'We are delighted to welcome Strive as the first ETF issuer to dual-list on NYSE Texas,' said Timothy Reilly, Head of Exchange Traded Solutions at the NYSE Group. 'ETF listings on NYSE Texas will further support the capital market community emanating from the state of Texas.' Building on the NYSE's more than 230 years of experience as the world's leading exchange operator and NYSE Arca's position as the top U.S. exchange for the listing and trading of ETFs, NYSE Texas offers a new listing and trading venue for companies attracted to the state's pro-business landscape. The 13 Strive ETFs will continue their existing primary listing on NYSE. For further information on NYSE Texas, please visit About Intercontinental Exchange Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds and operates digital networks that connect people to opportunity. We provide financial technology and data services across major asset classes helping our customers access mission-critical workflow tools that increase transparency and efficiency. ICE's futures, equity, and options exchanges – including the New York Stock Exchange – and clearing houses help people invest, raise capital and manage risk. We offer some of the world's largest markets to trade and clear energy and environmental products. Our fixed income, data services and execution capabilities provide information, analytics and platforms that help our customers streamline processes and capitalize on opportunities. At ICE Mortgage Technology, we are transforming U.S. housing finance, from initial consumer engagement through loan production, closing, registration and the long-term servicing relationship. Together, ICE transforms, streamlines and automates industries to connect our customers to opportunity. Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located here. Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading 'Key Information Documents (KIDS).' Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 – Statements in this press release regarding ICE's business that are not historical facts are "forward-looking statements" that involve risks and uncertainties. For a discussion of additional risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see ICE's Securities and Exchange Commission (SEC) filings, including, but not limited to, the risk factors in ICE's Annual Report on Form 10-K for the year ended December 31, 2024, as filed with the SEC on February 6, 2025.
Yahoo
2 hours ago
- Business
- Yahoo
Should You Invest in the iShares U.S. Oil & Gas Exploration & Production ETF (IEO)?
Launched on 05/01/2006, the iShares U.S. Oil & Gas Exploration & Production ETF (IEO) is a passively managed exchange traded fund designed to provide a broad exposure to the Energy - Exploration segment of the equity market. Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors. Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Energy - Exploration is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 16, placing it in bottom 0%. Index Details The fund is sponsored by Blackrock. It has amassed assets over $491.71 million, making it one of the larger ETFs attempting to match the performance of the Energy - Exploration segment of the equity market. IEO seeks to match the performance of the Dow Jones U.S. Select Oil Exploration & Production Index before fees and expenses. The Dow Jones U.S. Select Oil Exploration & Production Index is a free-float adjusted market capitalization-weighted index. The Index includes companies that are engaged in the exploration for and extraction, production, refining, and supply of oil and gas products. Costs Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.40%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 2.56%. Sector Exposure and Top Holdings While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Energy sector--about 99.60% of the portfolio. Looking at individual holdings, Conocophillips (COP) accounts for about 18.61% of total assets, followed by Eog Resources Inc (EOG) and Marathon Petroleum Corp (MPC). The top 10 holdings account for about 71.77% of total assets under management. Performance and Risk The ETF return is roughly 1.86% and is down about -5.05% so far this year and in the past one year (as of 07/24/2025), respectively. IEO has traded between $74.87 and $101.83 during this last 52-week period. The ETF has a beta of 0.82 and standard deviation of 28.29% for the trailing three-year period, making it a high risk choice in the space. With about 52 holdings, it effectively diversifies company-specific risk. Alternatives IShares U.S. Oil & Gas Exploration & Production ETF sports a Zacks ETF Rank of 4 (Sell), which is based on expected asset class return, expense ratio, and momentum, among other factors. IEO, then, is not the best option for investors seeking exposure to the Energy ETFs segment of the market. However, there are better ETFs in the space to consider. Invesco Energy Exploration & Production ETF (PXE) tracks Dynamic Energy Exploration & Production Intellidex Index and the SPDR S&P Oil & Gas Exploration & Production ETF (XOP) tracks S&P Oil & Gas Exploration & Production Select Industry Index. Invesco Energy Exploration & Production ETF has $70.24 million in assets, SPDR S&P Oil & Gas Exploration & Production ETF has $1.81 billion. PXE has an expense ratio of 0.63% and XOP charges 0.35%. Bottom Line To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares U.S. Oil & Gas Exploration & Production ETF (IEO): ETF Research Reports ConocoPhillips (COP) : Free Stock Analysis Report EOG Resources, Inc. (EOG) : Free Stock Analysis Report Marathon Petroleum Corporation (MPC) : Free Stock Analysis Report SPDR S&P Oil & Gas Exploration & Production ETF (XOP): ETF Research Reports Invesco Energy Exploration & Production ETF (PXE): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
National Post
3 hours ago
- Business
- National Post
Harvest Declares Big Pharma Split Corp. July 2025 Distribution
Article content OAKVILLE, Ontario — Harvest Portfolios Group Inc. ('Harvest') declares the monthly cash distribution payable for Big Pharma Split Corp. of $0.1031 for each class A share (PRM:TSX) for the month ending July 31, 2025. The distribution is payable August 8, 2025 to class A shareholders of record at the close of business July 31, 2025. Article content For additional information: Please visit e-mail info@ or call toll free 1-866-998-8298. Article content For media inquiries: Contact Caroline Grimont, Senior Vice President, Marketing at cgrimont@ Article content About Harvest Portfolios Group Inc. Article content Founded in 2009, Harvest is an independent Canadian Investment Fund Manager managing $7.5 billion in assets for Canadian Investors. At Harvest ETFs, we believe that investors can build and preserve wealth through the long-term ownership of high-quality businesses. This fundamental philosophy is at the core of our investment approach across our range of ETFs. Our core offerings centre around covered call strategies, available in many variations: Equity, Enhanced, Fixed Income, Multi Asset, Specialty, Digital Assets and Single Stock ETFs. Article content Article content Article content E-mail: Article content Article content Article content Toll free: 1-866-998-8298 Article content Article content Follow Us on Social Media: Article content LinkedIn: Article content Article content Twitter: Article content Article content Article content Facebook: Article content Article content Article content You will usually pay brokerage fees to your dealer if you purchase or sell shares of the investment fund. If the shares are purchased or sold, investors may pay more than the current net asset value when buying shares of the investment fund and may receive less than the current net asset value when selling them. There are ongoing fees and expenses associated with owning shares of an investment fund. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. An investment fund must prepare disclosure documents that contain key information about the investment fund. You can find more detailed information about the investment fund in these documents. Article content Article content Article content Article content Article content Contacts Article content For Additional Information: Article content Article content Website: Article content Article content Article content E-mail: Article content Article content Article content
National Post
4 hours ago
- Business
- National Post
Harvest High Income Shares ETFs Announces July 2025 Distributions
Article content OAKVILLE, Ontario — Harvest Portfolios Group Inc. ('Harvest') announces the following distributions for Harvest High Income Shares ETFs for the month ending July 31, 2025. The distribution will be paid on or about August 8, 2025 to unitholders of record on July 31, 2025 with an ex-dividend date of July 31, 2025. Article content Harvest High Income Shares ETF Ticker Distribution Harvest Eli Lilly High Income Shares ETF LLYH $0.1600 per unit Harvest Eli Lilly High Income Shares ETF (US) LLYH.U $0.1600 per unit Harvest Amazon High Income Shares ETF AMZH $0.1400 per unit Harvest Amazon High Income Shares ETF (US) AMZH.U $0.1400 per unit Harvest Microsoft High Income Shares ETF MSFH $0.1400 per unit Harvest Microsoft High Income Shares ETF (US) MSFH.U $0.1400 per unit Harvest NVIDIA High Income Shares ETF NVDH $0.1800 per unit Harvest NVIDIA High Income Shares ETF (US) NVDH.U $0.1800 per unit Harvest Eli Lilly Enhanced High Income Shares ETF LLHE $0.1800 per unit Harvest Eli Lilly Enhanced High Income Shares ETF (US) LLHE.U $0.1800 per unit Harvest Amazon Enhanced High Income Shares ETF AMHE $0.1600 per unit Harvest Amazon Enhanced High Income Shares ETF (US) AMHE.U $0.1600 per unit Harvest Microsoft Enhanced High Income Shares ETF MSHE $0.1600 per unit Harvest Microsoft Enhanced High Income Shares ETF (US) MSHE.U $0.1600 per unit Harvest NVIDIA Enhanced High Income Shares ETF NVHE $0.2200 per unit Harvest NVIDIA Enhanced High Income Shares ETF (US) NVHE.U $0.2200 per unit Harvest MicroStrategy High Income Shares ETF MSTY $0.3300 per unit Harvest Coinbase High Income Shares ETF CONY $0.2800 per unit Harvest Palantir Enhanced High Income Shares ETF PLTE $0.5500 per unit Harvest Tesla Enhanced High Income Shares ETF TSLY $0.2500 per unit Harvest Meta Enhanced High Income Shares ETF METE $0.2000 per unit Harvest Diversified High Income Shares ETF HHIS $0.2500 per unit Harvest AMD Enhanced High Income Shares ETF AMDY $0.2400 per unit Harvest Broadcom Enhanced High Income Shares ETF AVGY $0.2200 per unit Harvest Coinbase Enhanced High Income Shares ETF CNYE $0.4000 per unit Harvest Costco Enhanced High Income Shares ETF COSY $0.1000 per unit Harvest Alphabet Enhanced High Income Shares ETF GOGY $0.1200 per unit Harvest MicroStrategy Enhanced High Income Shares ETF MSTE $0.6000 per unit Harvest Netflix Enhanced High Income Shares ETF NFLY $0.2000 per unit Harvest Apple Enhanced High Income Shares ETF APLE $0.1200 per unit Article content Article content Note: Harvest High Income Shares ETFs that trade in US dollars with Ticker ending in '.U' pay the distribution in US dollars. Article content For additional information: Please visit e-mail info@ or call toll free 1-866-998-8298. Article content Website: Article content Article content Article content E-mail: Article content info@ Article content Article content Toll free: 1-866-998-8298 Article content Article content LinkedIn: Article content Article content Twitter: Article content Article content Facebook: Article content Article content You will usually pay brokerage fees to your dealer if you purchase or sell shares of the investment fund. If the shares are purchased or sold, investors may pay more than the current net asset value when buying shares of the investment fund and may receive less than the current net asset value when selling them. There are ongoing fees and expenses associated with owning shares of an investment fund. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Distributions are paid to you in cash unless you request, pursuant to your participation in a distribution reinvestment plan, that they be reinvested into Class A and Class U units of the Fund. If the Fund earns less than the amounts distributed, the difference is a return of capital. An investment fund must prepare disclosure documents that contain key information about the investment fund. You can find more detailed information about the investment fund in these documents. Article content Article content Article content Article content Article content Contacts Article content For Additional Information: Article content Website: Article content Article content Article content
