Yes, it was quite a week. On Tuesday I helped friends at BMO open the markets. No, I did not get to press the button. Well, you’ll see my mock stock market opening pose shot below. Not a great hair day, but what are you going to do? BMO introduced some new ESG ETFs. That […]
Horizons’ equal weight TSX 60 ETF.
When investing in the Canadian stock market you do not have to overweight to the major sectors. A criticism of the Canadian market is that it is concentrated in just a few sectors. When you apply a cap-weighted format where the larger companies get even more weighting in the portfolio, that ‘problem’ is amplified. As […]
Let’s not forget the lost decade for US stocks.
We forget a lot things as investors. Currently, we don’t know what a real stock market correction feels like. We certainly had a couple of love taps in the last several years. But we have not had an emotionally-crippling, serious fight with the stock markets. We are soft. It feels like stock markets always go […]
BMO adds several new ESG ETFs. And we’re opening the TSX today.
ESG stands for Environmental, Social and Governance. The broader term often applied is socially responsible investing. You can invest and you can allow the planet, your ethics and principles to have a say. Today we’ll take a quick look at the new BMO ESG ETFs. Socially responsible investing is in the early stages. But studies […]
Taxes and your ETFs. Don’t let withholding taxes drive the bus.
Should you pay attention to withholding taxes on dividends? What about about capital gains vs dividend income? Should tax considerations trump asset allocation and your risk tolerance level? I get many questions with respect to taxes and ETFs. I will suggest that you do not let taxation and withholding taxes on US and International dividends […]
A look at Tangerine Portfolio performance.
Yes, it’s that time of year when we see performance updates. We are are also bombarded with mostly useless ‘picks’ and projections for the future. That’s also known as guesswork. All we know is the past. And ironically, almost all investment decisions are based on the past and present. Yes, we can learn from the […]