ETF Archives - MKTPlace https://mktplace.org/tag/etf/ all about trading, Fintech, Business, AI & technology in one place Tue, 08 Mar 2022 18:32:07 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 https://mktplace.org/wp-content/uploads/2021/03/favicon.png ETF Archives - MKTPlace https://mktplace.org/tag/etf/ 32 32 ASX Stocks: A Simple Guide for Trading in Australia https://mktplace.org/asx-stocks-a-simple-guide-for-trading-in-australia/ Tue, 08 Mar 2022 18:32:07 +0000 https://mktplace.org/?p=47523

Australia is the 6th largest country in the world by landmass, and its economy is the 13th largest in the world. Its economy is larger than Spain, which has twice the population. It’s a powerhouse in the pacific and is a major player in the global marketplace.

For those looking to diversify their personal investment portfolios here in the US, investing in ASX stocks makes a lot of sense. The continent is full of natural resources, making it a country known for its exports.

It’s home to the largest mining company in the world, and there are more than 300 mines in total across the nation.

Since the world depends on Australia’s resources, it’s a safe bet when choosing a foreign nation to invest in.

Looking to learn more about Australian stocks? Keep reading below for information on investing in the ASX exchange.

ASX Stocks to Consider

BHP is one of the first stocks that foreign investors are drawn to. BHP is the largest mining company in the world, as mentioned earlier.

The company got started in 1885. It made it on the list of the 100 largest companies in the world.

Like wine with your ROI? Then consider Treasury Wine Estates Limited (ASX: TWE.AX).

Based in Melbourne, this winemaker was founded in 1843 and owns a number of prominent wine brands. The majority of its vineyards are scattered across Australia, but it also has an interest in the US, Italy, and New Zealand.

Wesfarmers Limited (ASX: WES.AX) is headquartered in Perth. They are a retail company, providing building materials and home improvement products. It also focuses on chemicals and fertilizers and has seen tremendous growth in recent months.

Aside from these companies are plenty of others focused on healthcare, technology, and mining. Australia is known for its exports of iron, gold, petroleum, coal, and aluminum.

How to Invest in the Australia Security Exchange

Ready to put some money into the Australian stock index? If you’re not an Australian, you can start with companies that have dual stock listings. Many Australian companies have their shares listed on both the ASX and on US stock exchanges.

Or you can purchase shares of an ETF in the US, like the Australian Dividend Harvester Fund ETF.

But if you’d prefer to have more control over your Australian investments, you’ll want to use a broker that allows you to buy from the ASX directly. Monex Securities is an Australian-based company that lets you do exactly that.

Not only can you use their brokerage to invest in the ASX, but you can also use it to invest in a dozen Asian markets as well, such as Japan or Indonesia. You can click here to get started on the ASX today.

Diversification Is Key

ASX stocks are among the top-performing in the world. There’s no reason not to add some of them to your portfolio, to diversify and strengthen your investments.

Looking to learn more about currency ASX stock prices? Want more investment tips and tricks? Then head over to our blog to find all the articles you need.

]]> Top Innovative Investment and Trade Platforms: Pros and Cons https://mktplace.org/top-trade-platforms-pros-and-cons/ https://mktplace.org/top-trade-platforms-pros-and-cons/#respond Fri, 21 Nov 2014 07:00:58 +0000 http://www.tradersdna.com/?p=32575

When you talk about investment and trade platforms, it is important to do a comparison in terms of each vendor’s advantages and disadvantages. A good trading platform serves as a pinnacle for maintaining and balancing your trading portfolio, not to mention it also aids you in keeping your funds reinvested, offering services at reduced prices. This is especially important to consider if you have your holdings divided in various brokerages and accounts. The famous John Bogle once said,

“When there are multiple solutions to a problem, choose the simplest one.”

Managing your investment and trading portfolio using a computer is just not simple, but it’s smart as well and it can potentially increase your investment returns. Mentioned below are four of the best trading platforms with their respective pros and cons to help you decide which one(s) you should choose. So, here goes a summary of the best platforms with the details presented further below:

 

Vanguard

Pros

  • Amazingly reduced fee index ETFs along with mutual funds that don’t include a commission fee
  • Provides the benefit of automatically reinvesting your dividends
  • Useful online trading tools that can help you analyze and evaluate your entire trade portfolio which also includes external accounts as opposed to the broad market

Cons

  • User interface is not so user-friendly and might end up feeling bulky
  • Takes too long to transfer funds and switch between trading accounts in comparison to other platforms
  • Moving money and rebalancing your portfolio takes a bit of a manual input which does take considerable time especially if you’re managing multiple accounts
  • You will receive a lot of duplicative email pertaining to your accounts with Vanguard which can be really annoying

2. SigFig
Pros

  • SigFig is indeed a promising platform that has an interesting user interface with attractive visualizations
  • You can select from two different options, namely free evaluation and advice and automatic rebalancing at a fee of $10 per month

Cons

  • Although there is no doubt about the beauty of its interface, where it lacks is functionality. The interface feels too traditional when used and appears to emphasize on short period returns
  • Constant emailing can be irritating
  • A lot of screen space dedicated to short-term returns and real estate

3. Future Advisor
Pros

  • A pleasant user interface
  • FutureAdvisor also provides a view of all your investment which you are holding in different accounts
  • Offers two different accounts, like SigFig
  • Automatic tax-loss harvesting
  • FutureAdvisor enhances your current holdings (in contrast to liquidation and reinvestment)

Cons

  • Because of the fact that FutureAdvisor altered its models a couple of times over the years, it also charges an account management fee which is 0.5% more than other providers
  • A lacklustre customer support system, you may or may not get a reply from them pertaining to a query, complain and or an enquiry
  • Irritating emails about short-term profits
  • A non-transparent methodology in terms of your portfolio

4. Wealthfront
Pros

  • A visually pleasing interface, not to mention easy to use
  • Offers different portfolios for both IRA and other taxable accounts
  • Provides free management of your first $10k
  • Automatic tax-loss harvesting which can be useful for investors
  • Wealthfront has control of more assets than any other provider mentioned here
  • Reduced fee (0.25%)
  • A transparent system

Cons

  • For $100k accounts, the fee charged is higher compared to other packages
  • Minimum of $5k to register an account with Wealthfront
  • You have to create your account first in order to look at their internal interface

5. Betterment
Pros

  • A good website design and smart user interface
  • Depending on the type and size of your account, you can enjoy reduced fee up to (0.35% to 0.15%)
  • You can also choose to invest in fractional shares
  • Betterment ranks 2nd of the platforms in terms of number of customers
  • A transparent portfolio style
  • No initial deposits
  • Impressive foundational philosophy with a focus primarily on long-term returns and automation of trade
  • Offers automatic tax-loss harvesting
  • As of 20th of July this year, Betterment also offers an enhanced bond mix for accounts which are taxable for example IRA accounts

Cons

  • Betterment offers no REIT ETFs

All in all, these are five of the best platforms with their pros and cons to help you select the one that suits your needs the best.

]]> https://mktplace.org/top-trade-platforms-pros-and-cons/feed/ 0 How Wealthfront became the Fastest-Growing $1 Billion Investment Service https://mktplace.org/how-wealthfront-became-the-fastest-growing-1-billion-investment-service/ https://mktplace.org/how-wealthfront-became-the-fastest-growing-1-billion-investment-service/#respond Tue, 18 Nov 2014 07:00:33 +0000 http://www.tradersdna.com/?p=32552

Wealthfront is an automated investment company founded by Andy Rachleff and Dan Caroll in 2011. And in two and a half years, the firm has managed to accumulate over $1 billion in assets under their direct supervision. Wealthfront is working with some big players in the industry, like Benchmark Capital, DAG Ventures, Index Ventures and The Social + Capital Partnership.

The Millennial Investor

The company capitalizes on a new generation of traders and investors. In the US, there are over 90 million millennial investors, which if you combine, have a net worth of over $2 trillion. This number is estimated to grow by $7 billion after four years. This new generation of traders has a new outlook on trading with a completely different style, attitude and method of trading.

Continuous Innovation

Wealthfront achieved their success solely due to investing in research and technology and that is why the company went on to become the fastest growing. With incredible features like Daily Tax Loss Harvesting which was introduced in 2012, Wealthfront.ort in September 2013, the Wealthfront 500 in December 2013 and their Single Stock Diversification Service which they launched in April this year. The fact of the matter is using powerful software for managing investments and trading can give you one critical advantage, and that’s the benefit of evolving into something bigger and better.

Wealthfront has managed to achieve their success by catering to a niche market which comprises of wealthy traders and investors. They cater their high value online trading services to improve their trading and to pretty much automate everything. Here are some of interesting benefits Wealthfront offers its clients:

Benefits

Great Index Funds

Wealthfront’s service depends on consistent and accurate research which in turn helps index funds to considerably optimize their performance. Wealthfront uses ETFs to monitor 11 biggest asset classes which make up their portfolio. Every ETF is picked and selected by their team of expert financial analysts on the basis of cost, performance, tracking difficulties, market liquidity, lending policies, etc.

Tax Efficiency

Wealthfront is perhaps the only investment service which provides its customers all five tax reducing opportunities in the industry, which include:

1. Index Funds

Different from actively supervised mutual funds, index funds, on the other hand, have a lower annual turnover, which also means you get to pay less in capital gains taxes.

2. Smart Dividend Investing

Using dividends through your investment portfolio adds a bit of balance which also leads to reduced sales in a given year. This means you have to pay less in realized capital gains taxes.

3. Tax Location

All customers get to choose different asset classes and provisions for both retirement and taxable accounts which enhances their performance after taxation.

4. Daily Tax Harvesting

You can choose to get more benefits by subscribing to Wealthfront’s Daily Tax Harvesting if you have $100,000 or more invested in the market.

Tax Optimized US Index Portfolio

Client who have $500,000 invested in a taxable account, or if they have more than this amount invested can seek the advantages of the Tax Optimized US Index by identifying losses and gaining from them in the S&P 500.

Both the abovementioned products can increase your investment portfolio’s after tax return significantly, which can be up to 1.6%.

Expert Software Engineers

Another thing which might interest you is the fact that Wealthfront’s software team comprises some gifted individuals recruited from a range of top companies like LinkedIn, Facebook, Google, Apple and Twitter.

All in all, Wealthfront has made it big as an automated investment service and employs the use of cutting edge technology to serve the needs of its clients.

]]> https://mktplace.org/how-wealthfront-became-the-fastest-growing-1-billion-investment-service/feed/ 0 Trader Personality: Jesse Livermore https://mktplace.org/trader-personality-jesse-livermore/ https://mktplace.org/trader-personality-jesse-livermore/#respond Wed, 01 Oct 2014 06:00:11 +0000 http://www.tradersdna.com/?p=32172

Jesse Livermore, who is thought to be the grandfather of stock trading, was born in 1877 and died in 1940. Although Jesse traded more than 100 years ago, the principles he used for trading at the time are still practiced firmly by many of the legend’s followers today. He was an ordinary American citizen who rose to riches through trading and also saw his share of multi-million dollar losses.

‘Boy Plunger’ was the nickname given to him early in his life when he started his journey towards a successful future as a trader through various bucket shops, which is another name for gambling houses. He used to trade there and started at the tender age of fifteen. When Livermore turned 40, he already had a $100 million fortune which in today’s terms can amount up to $6 billion dollars, a staggering amount. And he rose to fame when he shorted the market in 1929 when the entire US stock exchange was crippled.

The Trading Style of Jesse Livermore

Jesse was an active and successful trader in the US even before the great spike and plunge of the US economy. The Civil War, having been long over, people still remembered it. However, it was also era of great industrial development in the US at the time which presented a great deal of opportunities for smart traders and businessmen. It was at this time that America rose to becoming a safe haven for all who needed shelter and food.

This induced a massive influx of settlers who chose to escape the endless hardships of the Old World to embark on new beginnings through hard and honest labour. And this is what Jesse Livermore loved and the sort of environment he chose to invest in. He got involved with people like Henry Osborne Havemeyer, the owner of American Sugar Refining Co, along with the owner of the National City Bank, which has become Citigroup today, E.H. Harriman, the master of the railroads, J.P. Morgan legendary banker and the founder of Standard Oil, William Rockefellar.

He was rolling with all the big people responsible for developing these booming industries. Livermore was familiar with each and every industry, from coal to coffee, to sugar and the world of banking, which meant he had a tremendous amount of knowledge and information available to him at any given time.

Yet with all that knowledge, Livermore was convinced not to anticipate anything in the market and chose to be patient and let things swing in the way his knowledge enabled to predict and believe that it should and it did, so he did what he did best: invested in a bullish market and shorted in a bear market.

However, Livermore’s personal life was not as successful as one might imagine. Having endured three unsuccessful marriages he was also stricken with clinical depression which had been with him for a long time. And this is what led him to taking his own life in 1940.

The Grandmaster’s Principles in Momentum Trading

Although Jesse Livermore was active along time ago, trading in commodities and stocks, making millions. Believe it or not, the methods and principles he used are not so different from today’s financial world and just as legitimate. Jesse Livermore used to say a successful trader never acts on his own instincts until the market has deemed his instincts correct. If you try to understand the meaning behind what Livermore was talking about, it would do you good to remember you are in the market to make investments and not to form prophesies.

And many of the successful traders today follow in Jesse’s footsteps, which is not to anticipate but to follow the markets to a more fruitful return. The maestro also used to stress on the fact a trader can never buck the stock market, because there is never anything new. However, there are always variations of the same patterns, insightful for a man who traded 10 decades ago.

Livermore also emphasized on the fact one should never trade when he is unsure of the opportunities in the market, learn to hold money. This means all good trades need time and a lot of patience and greed is the worst enemy of a trader. All in all, Jesse Livermore’s wisdom still carries out, even today where everything is modernized in the world of stock, hedge funds and ETFs.

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