This is a battle between lower-fee Canadian Robo Advisor portfolios vs high-fee Canadian mutual funds. As you are likely aware Canadians pay some of the highest investment fees in the world. Larry Bates, the author of Beat The Bank, calls those fees wealth destroyers. Lowering fees is one of the most predictable ways to increase […]
The Easter Sunday Reads.
Happy Easter to those who observe and ‘celebrate’. We’re counting our dividends and counting our blessings on the Sunday Reads. In this post you’ll find some dividend portfolio updates. Other Canadian investors ‘have portfolio will travel’. Should you avoid bonds in retirement? Got international stocks? And you’ll find the performance update for the core ETF […]
Warren Buffett calls 2022 a good year for Berkshire on the Sunday Reads.
Many investors look forward to the annual letter from Warren Buffett. On Saturday, Berkshire Hathaway reported earnings and Mr. Buffett offered commentary and delivered his annual letter to shareholders. The company reported record operating profits and also beat the market handily in 2022. Fearing a recession in 2023, more investors put their trust (and money) […]
Moving in slow motion on the Sunday Reads.
Moving in slow motion might be a fitting description for the success of central bankers in their attempt to cool economies and add more weight to the inflation fight. We might go as far to suggest that rate hikes have had almost no effect on inflation to date. Very robust and shocking employment gains in […]
Portfolio updates on the Sunday Reads.
I am still working through some of the portfolio updates. I will try to finish that off this week, including the retirement portfolio models. This week we can take a look at the Beat The TSX Portfolio, Wide Moat, energy dividends and model portfolios on Justin Bender’s blog. We also look to Vanguard’s VRIF and […]
Are dividend investors leading the charge? The Sunday Reads.
Where have all of the investors gone? It’s no surprise that “advised” Canadian mutual fund investors have been bailing on the wealth building thing. Most of them are sold high-fee funds and see little or no advice. They lose out on two counts. And in 2022 even ETF investors have largely bailed on buying growth […]






