I have penned often on the wonderful Questrade ads that suggest that you can retire with considerably more wealth. The key or suggestion is that you ditch your expensive advisor and their expensive mutual funds. You can retire with 30% more wealth. I also often suggest that is just a starting point. With a sensible […]
A look under the hood of BMO’s Low Volatility ETF rebalancing.
BMO’s Low Volatilty ETF rebalances twice a year. We’ll have a look at one of Canada’s best performing ETFs. What’s most surprising or encouraging is that even through a major market correction the index is holding steady. There were no stocks removed from the index. There were no additions. That there is no turnover is […]
Checking in on the Tangerine Portfolio returns, plus the Weekend Reads.
It has been a while since we checked in on the Tangerine Portfolio returns. They are simple but wonderful index-based mutual funds. The funds invest in large cap Canadian stocks, US stocks and International stocks. They manage the risks by replicating a core Canadian bond index. The portfolios offer a very decent benchmark for those […]
The Canadian tech sector roars, on Weekend Reads.
The Canadian tech sector has been delivering stellar returns for Canadian investors. It’s certainly a shame that the sector is underrepresented in the main indices. That said, an investor can shade to tech by way of a sector ETF. For those who hold individual stocks, they can skim a few from the top holdings. And […]
Canada’s best performing dividend ETF. Horizons Canadian Dividend ETF – HAL.
This under-followed ETF might be the Rodney Dangerfield of dividend ETFs. It doesn’t get any respect. Yet Horizons Canadian Dividend ETF HAL is leading the pack of existing Canadian Dividend ETFs. What will be surprising to some is that the fund is actively managed. At the core of the fund is machine learning – AI […]
Rebalancing your portfolio during violent stock market corrections.
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 […]