When should you rebalance your portfolio? It is often suggested that once a year will do the trick. Many will suggest every 6 months. But perhaps what makes the most sense it to rebalance when the portfolio allocations drift out of shape. This might allow you to buy low and sell high and take advantage […]
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 […]
Weekend Reads: Canadian Couch Potato Podcast Signs Off.
At the end of The Canadian Couch Potato Podcast 26 Dan Bortolotti signs off with the news that he will indefinitely suspend the more than popular podcast. It has been a wonderful resource for so many Canadian investors. And certainly so many investors are now on track with a sensible investment portfolio thanks to Dan […]
The must reads from year one of Cut The Crap Investing.
It has been over a year since I launched this blog, and I promise this is the last kick at that can. Sure I made it through a year without my wife sending me back to work, big deal. 🙂 And speaking of kicking at cans I did write two articles on that one year […]
I’m calling from a bank, and yes, we’d like to make less money from you.
Yup, that was one of my ‘lines’ when I was an Advisor with Tangerine Investments. And it was not so much of a line as the honest truth as to why I was reaching out to clients who still owned the legacy, traditional high fee mutual funds that Tangerine originally offered. When Tangerine launched their […]
Over 30 years as an investor taught me that nobody knows nothing.
Great, eh? You spend a few decades on a subject and land on the conclusion that you don’t need to know anything about said subject. Of course the subject in question is investing and building wealth. So did I waste my 10,000 hours? Absolutely not. While The Comedy Network offered the lovely tag line of […]