In March we experienced the quickest 30% market correction in history. Of course stocks went on to fall more than that 30% figure. And during that period the bond markets also started to fail. We had swings of 7% or more on a daily basis, for both stock and bond ETFs. It was enough to […]
The Balanced Portfolio barely felt a thing in this pandemic.
It’s been a wild ride for the stock and bond markets. But if we step back and look at the performance over the last year, the traditional Balanced Portfolio is in positive territory. If you’d been living under a rock and did not check your portfolio statement for a couple of months, you might think […]
How is your portfolio holding up? How are you holding up?
It’s possible that you haven’t looked at your portfolio. It’s possible as well that you haven’t looked in the mirror. To not look at your portfolio might be a good strategy. I’ve heard from a few readers who offer that they will not look, just yet. But it’s certainly important to be aware. Your portfolio […]
The ETF winners in Canada in 2019.
As we know, Canadian investors moved a record amount of new monies into ETFs in 2019. And for the second straight year ETFs outsold mutual funds by a wide margin. Let’s have a look at the ETF providers that brought in the most new monies. We’ll also look at the individual ETFs the ruled in […]
BMO adds several new ESG ETFs. And we’re opening the TSX today.
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 […]