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 […]
ETF Model Portfolios on Cut The Crap Investing.
I have been a self-directed investor since the beginning of my investment ‘career’. I purchased the TSX 60 iShares XIU (ticker) in the late 1990’s. I was an early evangelist for low fee ‘passive’ index investing. As I like to joke, I was talking to anyone and everyone who wasn’t willing to or wanting to […]
Don’t Give Away Half of Your Investments – Beat The Bank.
There’s a new and very important investment book in town. And this one is called Beat The Bank, The Canadian Guide to Simply Successful Investing from Larry Bates. Last week I discussed why Larry just had to write Beat The Bank. In the headline I’m the set up man for Larry. There’s a whole lot […]
Canadian Robo Advisors – The Tangerine Big Juicy Dividend Edition.
I kicked off my Canadian Robo Advisor series with a look at the first robo advisor in Canada that is also the largest by assets – and that’s the offering from Tangerine by way of the Tangerine Portfolios. Today we’ll look at the Tangerine Dividend Portfolio. Tangerine offers 4 core portfolios that replicate the large […]
The Canadian Robo Advisors – Tangerine Investments.
A robo advisor is a wonderful option for Canadian Investors. Fees are more than important. And unfortunately Canadians pay some of the highest fees in the developed world. It’s certainly not a good idea to hand over a sizable percentage of your investment portfolio value every year. Canadians pay 2.0% on average for their mutual […]
Should You Create an ETF Portfolio, or go Robo with a Canadian Robo Advisor?
The answer to that question is trickier than it appears. And it’s a question that was often posed to me when I was an advisor on the index based portfolios at Tangerine Investments. In fact, and often, I was not asked but challenged. Once the clients understood that the portfolios tracked the S&P 500 for […]