While much attention is paid towards China's financial and military rivalry with the US, it's easy to overlook how China is viewed by the rest of the Pacific Rim.
Matt Buckland, founder of ExchangiFi, joined Nate Geraci on this week's ETF Prime to discuss his platform connecting advisors dealing with concentration risk to ETF issuers offering 351 exchanges. The 80-year-old tax code provision allows investors to swap individual securities for ETF shares without triggering a taxable event.
Gold, silver, and Bitcoin are all outperforming the broader market so far in 2025, with year-to-date (YTD) returns of 42%, 52%, and 17%, respectively. As the U.S. dollar weakens at a pace not seen in decades, investors are turning to these alternatives in search of a stable store of value and some protection against inflation.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 258 | $17,414.23 | $16,279.8 | -$1,134.43 | -6.51% |
| NASDAQ (NMS) Exchange | US Country |
The outlined fund offers investors targeted exposure to the silver mining industry, which includes companies across the globe of various sizes, from large- to small-capitalization. As a financial instrument, the fund commits at least 80% of its net assets, along with any borrowed funds for investment purposes, to securities listed in a specialized Index. This Index is composed of companies significantly involved in silver mining. Besides direct investment in the securities of the Index, the fund also invests in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on these securities. It's important to note that this fund has a non-diversified classification, implying a focused rather than a varied investment strategy within the sector it targets.
The fund's primary product is the opportunity for investors to engage in the silver mining sector through a tailored investment vehicle. It targets global companies involved in silver mining, covering a broad spectrum of market capitalizations. This approach allows investors to potentially benefit from the industry's growth and profitability.
Investment is concentrated on the securities that are part of the selected Index related to the silver mining industry. By dedicating at least 80% of its net assets to these securities, plus any borrowed investment funds, the fund aims to mirror the Index's performance closely. This method provides a concentrated but comprehensive coverage of the silver mining domain.
In addition to direct investments in securities, the fund expands its reach by investing in ADRs and GDRs based on the Index's securities. ADRs and GDRs are types of depositary receipts that represent a company's shares and are traded on international stock exchanges. This diversifies the geographical exposure and accessibility of the investments, while still staying closely connected to the silver mining industry.