The next robo offering that we’ll look at is also offered by a major Canadian bank – SmartFolio from BMO’s brokerage arm BMO Nesbitt Burns. SmartFolio’s portfolios were designed by and are supervised by BMO Global Asset Management. BMO Global Asset Management is an industry leader with over $300 Billion of assets under management. At […]
ETF Model Portfolio – Balanced With More Bonds.
Last week I penned the first article on the ETF Model Portfolio section on Cut The Crap Investing. Over the next few weeks, I will write a post covering the assets and risk and return potential for each of the portfolios. I will also cover how some of the professional money managers will approach each […]
ETF Model Portfolios on Cut The Crap Investing.
I have been a self-directed investor since the beginning of my investment ‘career’. I purchased the TSX 60 iShares XIU (ticker) in the late 1990’s. I was an early evangelist for low fee ‘passive’ index investing. As I like to joke, I was talking to anyone and everyone who wasn’t willing to or wanting to […]
Don’t Give Away Half of Your Investments – Beat The Bank.
There’s a new and very important investment book in town. And this one is called Beat The Bank, The Canadian Guide to Simply Successful Investing from Larry Bates. Last week I discussed why Larry just had to write Beat The Bank. In the headline I’m the set up man for Larry. There’s a whole lot […]
The Canadian Robo Advisors – Tangerine Investments.
A robo advisor is a wonderful option for Canadian Investors. Fees are more than important. And unfortunately Canadians pay some of the highest fees in the developed world. It’s certainly not a good idea to hand over a sizable percentage of your investment portfolio value every year. Canadians pay 2.0% on average for their mutual […]
Should You Create an ETF Portfolio, or go Robo with a Canadian Robo Advisor?
The answer to that question is trickier than it appears. And it’s a question that was often posed to me when I was an advisor on the index based portfolios at Tangerine Investments. In fact, and often, I was not asked but challenged. Once the clients understood that the portfolios tracked the S&P 500 for […]