Yes, it was quite a week. On Tuesday I helped friends at BMO open the markets. No, I did not get to press the button. Well, you’ll see my mock stock market opening pose shot below. Not a great hair day, but what are you going to do? BMO introduced some new ESG ETFs. That […]
Horizons’ equal weight TSX 60 ETF.
When investing in the Canadian stock market you do not have to overweight to the major sectors. A criticism of the Canadian market is that it is concentrated in just a few sectors. When you apply a cap-weighted format where the larger companies get even more weighting in the portfolio, that ‘problem’ is amplified. As […]
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 […]
Taxes and your ETFs. Don’t let withholding taxes drive the bus.
Should you pay attention to withholding taxes on dividends? What about about capital gains vs dividend income? Should tax considerations trump asset allocation and your risk tolerance level? I get many questions with respect to taxes and ETFs. I will suggest that you do not let taxation and withholding taxes on US and International dividends […]
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 high dividend yield ETF portfolios in 2019.
2019 was certainly the year of the total return portfolios. Markets in Canada, the US and around the globe delivered stellar returns. We’ll check in on the high dividend yield ETF portfolios for 2019. As a benchmark please have a read of the core ETF portfolio returns for 2019. The high dividend yield portfolio on […]