Exchange Traded Fridays - Issue 2 - 30th July 2021

Welcome to Issue 2 of Exchange Traded Fridays. Interesting week with the Tokyo Olympics under way. Have you guys been watching and what's been your favourite sport? Basketball fan over here so, go Boomers! You can tell the basketballers in the image below, they're mostly the tallest ones in the group.

Great to see the Aussie get a couple of wins and I'm not surprised about Team USA losing in the basketball - they're a great bunch of players but they don't work well yet as a team. Maybe there's an analogy there between teams and the pieces that make a strong portfolio?


Anyway, back to the markets. It's Friday and here we have a collection of articles, videos, podcasts, data updates and more you might have missed. But don't worry, we got your back.

Listen or Watch

Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched the Exchange Traded Fridays podcast and it's also on YouTube.


You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts


The Weekly Wrap

Articles - Local


ETFtracker - Follow the Inflows - With the latest Chi-X inflows added to the app we see the total market went to $115.7 billion in FUM in June 2021. In this article we highlight where those flows were and weren't going.

  • Money Management - A year of two halves - Great article looking at market performance to 30 June 2021 and the ASX, on a 1-year basis is up over 25%. The RBA cutting rates and new vaccines to help fight the global pandemic have helped. They also look at what to expect going forward. Bunch of market commenters in there from the likes of Shane Oliver, Chief Economist at AMP to Anthony Doyle, Cross Asset Specialist at Fidelity and Stephen Bruce, Senior Portfolio Manager at Perennial.

  • BestETFs - 1 ETF worth a spot in any portfolio - in this article, the team at Rask look at VanEck's MOAT ETF which, as the name implies, looks at companies with competitive advantage characteristics.

  • Accument - Looking for underperformers - If you've not seen the work being done by Jonathon Coulter at Accument then you are missing out. He's growing a database of ETF analysis and articles and in this one he looks at the 20 worst performing ETFs over the last 6 months (filtering out a few categories) and dives into what might happen next


Articles - Global


Videos


Podcasts


Data

  • ETF Securities Weekly ETF Monitor for week ending 23rd July - this weekly publication from ETF Securities showed data to end of last week and what people are pouring money into as well as who's performing the best so far. Last week the it was the sustainable focused ETHI with the most inflows for the week - this week its US broad sector ETFs, IVV and NDQ.


Tweet of the week

This tweet from James Seyffert looks at all of the bitcoin/crypto related ETFs that have been applied for in the US - there's just a few - https://twitter.com/JSeyff/status/1417969227017957378


Chart of the Week Last week we got the latest data from Chi-X who come out a few days after the ASX with their results. Though not as big as the ASX, they're significant enough to make the $113.5 billion of FUM we saw in the local ETF markets grow to $115.7 billion. That prediction we had of the market getting to $120 billion by the end of 2021 looks pretty safe.

Further ETF Education

Did you know that Investopedia has a tonne of great information about ETFs and in this link you get to learn a bit more about leveraged ETFs. In Australia we don't have as many as you get overseas but if you're interested in GEAR, LNAS, BBUS, BBOZ, BEAR or other leveraged ASX/Chi-X ETFs then check out this article:

https://www.investopedia.com/terms/l/leveraged-etf.asp


ETFtracker App

We have the main ETFtracker App you can access (below) as well as holdings analysis apps for ETFs from iShares, BetaShares and State Street. See the main ETFtracker app here: https://www.etftracker.com.au/the-app

ETFtracker Forum If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is via Facebook, Gmail or Email: https://www.etftracker.com.au/forum

YouTube, Spotify, Instagram, Twitter, TikTok We're on a few platforms (some more than others) so look up ETFtracker on your favourite platform for more.


Below is an example of our last YouTube video covering the last newsletter.




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