When I was an advisor on Tangerine’s index-based portfolios it was a common question asked by clients and potential clients. Is today a good day to invest? The answer was always yes. ‘Today is a good day to plant a tree’. When you have many years or decades and you’re prepared to be patient and […]
The All-Stock Model ETF Portfolios – 2018 Review.
I recently looked at the returns of the Balanced Model ETF Portfolios on Cut The Crap Investing. Here’s the article and Why They Outperformed The Vanguard Portfolios in 2018. Those Balanced Portfolios were benchmarked against the wonderful Vanguard One Ticket Solutions. That is, you can purchase a complete globally diversified portfolio by entering one ticker […]
Questwealth Portfolios. A new name and a new low-fee Robo Advisor champion in Canada.
In October of 2018 Questrade, Canada’s fastest-growing discount brokerage, changed the name of their Portfolio IQ Robo Advisor service to Questwealth Portfolios. At the same time they shocked and rocked the Canadian Robo Advisor world with the lowest fee structures for portfolios below the $400,000 range. Here’s that rock ’em sock ’em fee chart. Keep […]
The Greater Income Model ETF Portfolio.
The goal of this portfolio is provide a nice combination of potential capital appreciation in concert with some very generous income. The capital appreciation and (potential of) increasing income will be provided by the Canadian and US High Dividend index funds. The real estate component will hopefully deliver on the capital appreciation and income sides […]
WealthBar review: get treated like you’re rich, even when you’re not.
WealthBar is a unique offering in the digital investment management space in Canada. Yes, they are often called ‘Robo Advisors’ but that is not necessarily an accurate moniker and it brings up images of robots as advisors, and a lack of human contact. That’s certainly not the case. These investment companies simply use technology as […]
Retirement Income For Life: Getting More Without Saving More.
I was going to put on my advertising copywriter hat and create a deliciously funny or interesting or witty headline, but sometimes the simple truth can do the talking. The title of Frederick Vettese’s retirement book says it all. And who doesn’t want to get more with less? And that is the general theme of […]