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 […]
The dividend aristocrat portfolio – 2019 returns.
There are two dividend ETF portfolios on Cut The Crap Investing. Many investors enjoy a dividend focus. Some investors will simply shade in a dividend ETF or two in concert with their core holdings. We’ll have a look at the dividend aristocrat portfolio and the returns for 2019. Once again it was an incredible year […]
The greater growth ETF portfolio.
When we build an ETF portfolio we can seek greater total returns beyond the market. That is, beyond the cap weighted funds such as those that track the S&P 500. You’ll find a greater growth ETF portfolio option in the Model ETF Portfolio page. As always the ETF model portfolios are not recommendations, but perhaps […]
What happens when you buy stocks without looking.
Yup, always a good idea, right? Someone offers you a challenge and you then take a good portion of your retirement monies (aka future) and you buy a bunch of stocks without looking. And then, you continue to hold these stocks without looking. To add more fuel to the ‘what the heck are you doing?’ […]
The 7-ETF portfolio for retirement. 2019 performance.
I continually receive emails from readers asking how they can construct their ETF portfolio for retirement. First off, I’d suggest that simple works. In retirement we are looking for portfolio growth and we need to manage the sequence of returns risk with bonds and other assets. That is to say, a simple core ETF portfolio […]