ESG stands for Environmental, Social and Governance. The broader term often applied is socially responsible investing. You can invest and you can allow the planet, your ethics and principles to have a say. Today we’ll take a quick look at the new BMO ESG ETFs. Socially responsible investing is in the early stages. But studies […]
A look at Tangerine Portfolio performance.
Yes, it’s that time of year when we see performance updates. We are are also bombarded with mostly useless ‘picks’ and projections for the future. That’s also known as guesswork. All we know is the past. And ironically, almost all investment decisions are based on the past and present. Yes, we can learn from the […]
Canadian ETF report for 2019. A record-breaking year.
The numbers are in. The Canadian ETF market eclipsed the $200 billion mark in November. We added on in December with positive fund flows and market gains. From National Bank’s annual report we can see that investors grow more cautious. Bonds and cash were the leading stories in the Canadian ETF report for 2019. Here’s […]
The New Balanced Portfolio.
I recently asked if it was curtains for the traditional balanced portfolio. The post was in response to a few reader questions and concerns. We don’t know the future, but I would hold the opinion that a traditional balanced portfolio will still get the job done. That said, there are a few moves that we […]
Tangerine Investment Funds milestone on Weekend Reads.
I’ve been waiting for this for quite some time. Tangerine Investments has cracked the $4 billion mark in AUM – Assets Under Management. Tangerine Investments is a wonderful option for Tangerine clients. In fact, I’d suggest that it’s a wonderful option for most who are stuck in high fee mutual funds. Why not try some […]
Should investors avoid the cyclical crap in Canada?
As an investment option the Canadian stock market can take a lot of heat. Canada is only 3% of the world economy. The Canadian stock market is concentrated in financials, energy and materials. Should Canadian investors avoid those laggard energy and materials stocks? While the Canadian banks and insurance companies have been terrific investments, the […]