How to Invest in Exchange Traded Funds (ETF's)

taught by Aman Raina, MBA
  • 55 Videos
  • 2 Texts
  • 1 Audio
  • 1 Download
  • 3.5 hrs

Course Curriculum

Introduction and Administration Items
01:25
Administration Items
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Podcast
Introduction
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ETF's: What's the fuss all about?
01:37
Slide 1
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ETF's: What's the fuss all about? (continued)
00:40
Slide 2
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What is an Exchange Traded Fund?
03:53
Slide 3
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What's so good about ETF's?
04:07
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What's so good about ETF's? (Continued)
03:46
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What's so good about ETF's? Performance
02:40
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What's so good about ETF's? Costs
03:22
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What's so good about ETF's? Costs - an example
04:28
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Building an ETF: Think sports cards
05:04
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ETF's are stocks...kinda
02:01
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ETF's are stocks...kinda (continued)
07:05
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ETF's are stocks...kinda (continued)
01:24
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ETF's: Version 2.0
02:48
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Types of ETF's: Stocks
02:57
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Types of ETF's: Bonds/Fixed Income
03:01
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Types of ETF's: Bonds/Fixed Income (Continued)
04:00
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Types of ETF's: International
07:34
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Types of ETF's: Industry focused
02:19
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Types of ETF's: Commodities and currencies
07:41
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Types of ETF's: Inverse and leveraged
08:31
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Types of ETF's: Hedged and unhedged
07:20
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Types of ETF's: Thematic/Flavour of the Month
09:34
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Evaluating ETF's
01:43
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Evaluating ETF's: Active vs Passive Investing
05:54
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Evaluating ETF's: Active vs Passive Investing - examples
09:48
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Evaluating ETF's: Actively managed ETF's
11:30
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Evaluating ETF's: Actively managed ETF's (continued)
01:26
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Evaluating ETF's: Tracking Error
04:28
Slide 28
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Evaluating ETF's: Purchasing of assets/securities
02:12
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Evaluating ETF's: Concentration of Assets
04:41
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Evaluating ETF's: Costs
05:29
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Evaluating ETF's: Benchmark changes
03:42
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Evaluating ETF's: Liquidity
01:58
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Evaluating ETF's: Your risk tolerance
02:43
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ETF's: Caveat Emptor!
01:36
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ETF's: Caveat Emptor! History repeating?
04:49
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ETF Caveat Emptor: Sacrificing quality
06:28
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ETF Caveat Emptor: Getting to know your ETF
07:01
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ETF Caveat Emptor: Hidden costs
06:28
Slide 39
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ETF Caveat Emptor: International ETF's
06:47
Slide 40
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ETF Caveat Emptor: Flavour of the month ETF's
03:59
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ETF Caveat Emptor: Keeping emotions in check
03:41
Slide 42
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ETF Caveat Emptor: It's not a game!
04:32
Slide 43
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ETF Buy/Sell Strategies
04:25
Slide 44
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Evaluating ETF's - Example
03:18
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Evaluating ETF's - ETF #1
02:33
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Evaluating ETF's - ETF #2
02:31
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Evaluating ETF's - ETF #3
00:49
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Evaluating ETF's - ETF #4
01:19
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Evaluating ETF's - The Contestants
05:25
Slide 50
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Evaluating ETF's Example - The Reveal
05:59
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ETF Research Resources
04:30
Slide 52
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What do we know now?
03:50
Slide 53
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Final Thoughts
02:04
Wrap Up and Final Thoughts
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Course Evaluation
Feedback
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Course description

An Investing Revolution

You’ve been hearing about this investing product called Exchange Traded Funds or ETF’s and how it is quickly disrupting the whole concept of investing.

ETF’s have become one of the great disruptors in investing in the last 30 years. ETF’s are replacing mutual funds and to a certain extent owning individual stocks as a viable option for investors looking to grow your hard earned savings.

There are literally thousands of ETF products being sold and they come in all kinds of shapes and sizes and are marketed as a cheap low cost method to invest in a variety of asset classes and investment strategies.

ETF’s: Simple and Complex

Conversely ETF's have become more complex in nature. They are not like your grandma’s ETF’s of 30 years ago! The sheer diversity in ETF products that have exploded in recent years bring along with it complexities and tradeoffs that investors may not be aware of.

You want to learn more about ETF’s but where to begin?

I can help you.

The Course

After taking this course you will learn:

1) What is an ETF and how do they work?

2) What kinds of ETF’s are available?

3) What’s good about ETF’s and what is not good about ETF’s.

4) How to go about evaluating an ETF.

5) What you need to be on alert about ETF’s.

After taking this course, you will become more street smart and confident in evaluating which ETF’s are appropriate for your portfolio.

What they are saying

"I first met Aman in the classroom. He was presenting for Ellen Roseman's personal finance and investing class. I remember liking his style and message straight away. So much so that I never really forgot him, even years later when I realized I needed investment support.

For several years much of my savings languished uninvested. I simply lacked the confidence to go beyond basic broad based ETF strategies. It took Aman's enthusiasm and encouragement to give me the kick I needed to do my own research with the confidence I could make successful investment decisions. And after four years of watching inflation eat away at my savings, I can happily say it's all invested!"

Daniel A, Toronto ON

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Instructor

Aman Raina, MBA
Aman Raina, MBA
Investment Coach and Founder - Sage Investors

I help new and experienced investors who want to be financially secure but feel confused , intimidated and uninformed by the investing world. They either don’t know where to begin or feel that they are not making enough progress with their investments. I teach and engage with them in how to make educated investment decisions so that they can achieve financial freedom in their lives with confidence.

Over the years, I have met numerous investors who have shared their stories about how financial institutions have failed them in providing appropriate guidance for their investment portfolios. Many have gone on to lose significant portions of their savings, leading to financial and emotional hardships, while the institutions that should be helping them are enjoying massive profits. I believe there is a serious disconnect here and this is not healthy for our society.

My call to action

The people that I saw requiring the most assistance was hard working people like yourself, who after several stock market meltdowns have decided they want to take control of their financial destiny.

Sage Investors is Born

After investing for 20 years, I really believe deep down that investing is a lot easier than what the industry makes it out to be and any person can become really good at investing if they have the right education, motivation, and support. With that I created Sage Investors with a goal of creating an army of empowered and successful Sage Investors!

I've seen it first hand in the people I've worked with. When I started working with people, they knew nothing about investing, but with hard work and commitment to learning the mechanics and emotional aspects of investing, I see them now as confident investors who are building a meaningful nest egg for their future on their own.

I see them happy that their hard earned savings are growing meaningfully for them.

They have hope.

They have hope that that they have a good chance of having some financial flexibility to achieve their own personal and family goals.

I have gained so much admiration and greater satisfaction in helping these hard working people achieve some level of financial freedom in their lives. The best part is when I help someone on their investing journey, I am learning something new about investing that helps me. What a win-win!

I look forward to having an opportunity to work with you.

To your future investing success!

Aman has appeared on a variety of media outlets including financial print media as well as podcasts.

Sage Investors is based out of Toronto, Canada

Aman Raina, MBA

Investment Coach and Founder - Sage Investors

Twitter: @sageinvestors

Email: aman@sageinvestors.ca