I have penned often on the wonderful Questrade ads that suggest that you can retire with considerably more wealth. The key or suggestion is that you ditch your expensive advisor and their expensive mutual funds. You can retire with 30% more wealth. I also often suggest that is just a starting point. With a sensible […]
A look under the hood of BMO’s Low Volatility ETF rebalancing.
BMO’s Low Volatilty ETF rebalances twice a year. We’ll have a look at one of Canada’s best performing ETFs. What’s most surprising or encouraging is that even through a major market correction the index is holding steady. There were no stocks removed from the index. There were no additions. That there is no turnover is […]
Checking in on the Tangerine Portfolio returns, plus the Weekend Reads.
It has been a while since we checked in on the Tangerine Portfolio returns. They are simple but wonderful index-based mutual funds. The funds invest in large cap Canadian stocks, US stocks and International stocks. They manage the risks by replicating a core Canadian bond index. The portfolios offer a very decent benchmark for those […]
On Weekend Reads – how Shopify helped Great Lakes Brewery pivot.
My favourite read of the week was an inspiring post that showed how Shopify helped Great Lakes Brewery pivot in the pandemic. Now this certainly brings together two of my favourite subjects – investing and craft beer. What is inspiring is how these two Canadian success stories came together to create opportunity out of despair. […]
The world’s richest borrow to invest. On Weekend Reads.
This week I came across a more than surprising article. The article referenced a report from UBS in Switzerland. They handle investment accounts for many of the richest folks on earth. What was surprising is that many of them borrowed monies to invest at or near the recent market bottom. Don’t they have enough? Or […]
The COVID Effect: Millennials Understand the True Cost of Barista-Brewed Coffee.
It is hard to overstate just how intensely the Covid situation has affected the World’s financial system. Before March, the stock market enjoyed its longest uninterrupted bull market. Until then, the U.S. enjoyed 11 years without a recession. Then within a month that all changed. We went from having a 50-year low unemployment rate to […]