When we build an ETF portfolio we can seek greater total returns beyond the market. That is, beyond the cap weighted funds such as those that track the S&P 500. You’ll find a greater growth ETF portfolio option in the Model ETF Portfolio page. As always the ETF model portfolios are not recommendations, but perhaps […]
2019 returns for Cut The Crap Investing core ETF portfolios.
Off the top, keep in mind that the portfolios are not a recommendation, but perhaps a starting point. There are a few ways to skin the ETF model portfolio in Canada. That said, we’ll start with a look at the core building blocks of Canadian, US and International stocks. From there we’ll have a look […]
Has that Canadian home bias really hurt the Canadian investor?
Most of us make the same ‘mistake’. We invest with a home bias. You will see many estimates that show Canadians investing some 50% or more in the Canadian stock markets. What has been the cost to the Canadian investor? A quick look shows that a Canadian portfolio home bias has not hurt the Canadian […]
The New Balanced Portfolio.
I recently asked if it was curtains for the traditional balanced portfolio. The post was in response to a few reader questions and concerns. We don’t know the future, but I would hold the opinion that a traditional balanced portfolio will still get the job done. That said, there are a few moves that we […]
Is it time to rebalance your portfolio?
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 […]