First off if the term Robo Advisor sounds like a scary ‘foreign’ concept you might want to start with this post What And Who Are The Canadian Robo Advisors? The Robo Advisor phrase was imported from the US where the Robo concept was first popularized by companies such as Betterment. If you ask the Chief […]
Beat the market with the Greater Growth ETF Model Portfolio.
Yes, it’s possible to beat the market, historically. Keep in mind as always that past performance does not guarantee future returns. That said, the factors that allowed an investor to historically beat the market are just simple themes that are likely to be repeated over long periods. And that ‘longer periods’ mention is more than […]
Nest Wealth shows you how lower fees can be life changing. And they’ve changed their fees.
Nest Wealth is one of the leading Canadian Robo Advisors. Once again keep in mind that these digital investment platforms are all quite human and simple and easy to manage, and there’s (real live and friendly human) help available by phone or web. You’ll have access to a personal portfolio manager and customer care representatives. […]
Investing in the all stock ETF Model Portfolio. Take on the risk, if you can.
On the Cut The Crap Investing ETF Model Portfolio page you’ll find 3 Balanced Portfolios. Next in line is the All Stock Portfolio. This is the ‘plain vanilla’ couch potato approach of using broad market indices. In this portfolio the stocks are flying solo without the support of those bonds that can work as shock […]
So many investment lessons as told by one Tangerine table.
I recently wrote on the investment lessons that we can learn from one simple performance table. The table details the returns history for the 5 Tangerine Portfolios. The table is so ‘telling’ because it gives us a look at the returns for various mixes of stocks and bonds and the time period moves through the […]
Who is the most cost-effective robo advisor in Canada?
On the Saturday morning of November 3, 2018 Questrade shocked or at least rocked the Canadian Robo Investor world with this announcement. Here’s a post from Jonathan Chevreau from the Findependence Hub, as seen on moneysense.ca. On that rainy Saturday morning Canada’s largest discount brokerage firm Questrade brightened the prospects for many Canadian investors with the […]