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 […]
Justwealth. The Canadian Robo Advisor that knows when to get personal.
Justwealth is one of Canada’s leading Robo Advisors. And once again, that ‘Robo’ moniker might be more than misleading when it comes to Justwealth and all of the robo’s. There is advice and guidance and help available. And certainly, the Canadian Robo Advisors offer various levels of financial advice, services and investment offerings. It’s more […]
Canada’s Most Famous Robo Advisor Wealthsimple.
Next up in the Canadian Review Series is the Robo Advisor Wealthsimple, the most well-known or famous of the Canadian Robo Advisors. We have to give the folks at Canadian Robo Advisor Wealthsimple a standing ovation for raising awareness in Canada. They have created some wonderful breakthrough advertising that lets Canadians know that investing can […]
The investment lessons of one very telling Tangerine chart. Canadian mutual funds 101.
OK, I know the suspense is killing you so let’s get right to that chart that offers so many universal investment lessons. Here’s the performance chart for the 5 Tangerine Portfolios. As you may know I was an advisor and Trainer at Tangerine Investments so I spent a lot of time looking at these return […]
The Balanced Growth Portfolio. The Investor’s Sweet Spot.
In the ETF Model Portfolio page you’ll find a ‘suggestion’ for the Balanced Growth Portfolio. Of course it includes the 4 core portfolio building blocks. And for the Canadian investor, here’s how that ETF Portfolio might look. It is typical for Balanced Growth Portfolios to be in the range of 70-80% stocks and 20-30% bonds. […]