Getting started with ETFs

Thursday, Oct 05 2017 by
8

I'm about 12 months into my SIPP & ISA investment journey and have had some great results thanks to CAN-SLIM and having followed some very basic investment advice from various books.

Although I enjoy researching, building and managing my own portfolios I'm looking to invest 15-20% of my SIPP in ETFs. Does anyone have any good advice on how to get started, maybe a book or two that help me understand the basics, any websites or tools that you use to research EFTs?

When it comes to EFTs I'm at the stage where I know that there is a lot I don't know yet, so any pointers are greatly appreciated.

Thanks

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As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


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8 Posts on this Thread show/hide all

Logic 5th Oct '17 1 of 8
1

Understanding the basics of ETFs: https://www.bloomberg.com/features/2016-etf-files/toy/

For screening ETFs, have you looked at morningstar?

Hope that helps as a start, maybe others can fill you in with some more resources.

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kfmb67 5th Dec '18 2 of 8

I am in a similar position to the original post, I have had a look at Morningstar which seems to give good information on an individual ETF basis, but also seems a bit overwhelming. For example if searching for an S&P small cap etf how do you know which of the many companies to enter in the search tool or compare management fees, liquidity etc.

Thanks for any help

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Benjamin Graham 5th Dec '18 3 of 8
6

I would suggest taking a look at https://www.justetf.com/uk/ Good overview and filter for almost every ETF.

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kfmb67 6th Dec '18 4 of 8
3

In reply to post #425043

Benjamin thanks for the advice, it was exactly what I was looking for.

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arshadmalik 21st Mar 5 of 8

Does anyone know any etf covered by stockopedia which covers uk all share ? Want to put it in my portfolio as a proxy .

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stehuk 21st Mar 6 of 8
2

In reply to post #460163

SPDR FTSE UK ALL UCITS ETF (LON:FTAD) (distributing) and SPDR FTSE UK ALL SHARE ETF (LON:FTAL) (accumulating) track the all share index.

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Mike Rawson 21st Mar 7 of 8
1

I write a fair amount about ETFs on my blog, and I also run a monthly Meetup group in London about investing via ETFs - it's called the London Passive Investing Club. Let me know if you have any questions.

Here are a couple of links that I hope will be useful:

https://the7circles.uk/investing-in-etfs/

https://www.meetup.com/London-Passive-Investing-Meetup/

Blog: 7 Circles
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EssexBoy 22nd Mar 8 of 8
1

In 2012 FT published a book by David Stevenson about ETFs. I found it very useful.

He has just had a new book published: “The Ultimate ETF Guidebook: A Comprehensive Guide to the World of Exchange-Traded Funds - Including the Latest Innovations and Ideas for ETF Portfolios.”

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