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. […]
The Classic Canadian Balanced Portfolio. Stocks for Growth, Bonds for Ballast.
The ‘Classic’ Balanced Portfolio offers very attractive growth potential with lower risks compared to an all-stock portfolio. The Classic asset allocation for a Balanced Portfolio is 60% stocks and 40% bonds. It is also common to see 50/50 stock to bond allocation models. On the ETF Model Portfolio page you will see the full range […]
Canadian Robo Advisors – BMO SmartFolio.
The next robo offering that we’ll look at is also offered by a major Canadian bank – SmartFolio from BMO’s brokerage arm BMO Nesbitt Burns. SmartFolio’s portfolios were designed by and are supervised by BMO Global Asset Management. BMO Global Asset Management is an industry leader with over $300 Billion of assets under management. At […]
ETF Model Portfolio – Balanced With More Bonds.
Last week I penned the first article on the ETF Model Portfolio section on Cut The Crap Investing. Over the next few weeks, I will write a post covering the assets and risk and return potential for each of the portfolios. I will also cover how some of the professional money managers will approach each […]