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 […]
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 […]
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 […]
Say goodbye to your Canadian home bias.
Investors around the globe are known to invest with a home bias. That is, due to familiarity investors allocate too much to their home country. Canadians will typically hold more Canadian equities compared to US or International equities. Meanwhile Canada represents only 3% of the global economy. And OK, I’ll lead off with my personal […]
iShares Adds Three One Ticket Asset Allocation Portfolios.
The momentum continues for the game-changing One Ticket Asset Allocation Portfolios. Yesterday we saw three new funds introduced by iShares and an actively managed fund from CI Investments. iShares likes to refer to them as multi-asset ETF solutions. From Pat Chiefalo, the head of iShares Canada. “We know investing can be complicated, but it doesn’t […]