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 […]
Ever wonder who makes your ETF and how it stays on track?
As you may know an Exchange Traded Fund (ETF) is a fund that trades like a stock. You purchase an ETF by way of a discount brokerage. To own 60 of the largest companies across all of the major sectors represented on the Toronto Stock Exchange you could simply enter the ticker XIU, and press […]
Canadian ETF Investors are Sitting Comfortably in the Sweet Spot.
In October I penned this blog post, The Balanced Growth Portfolio. The Investor’s Sweet Spot. A Balanced Growth model with typically be in the area of 70-80% in stocks and the remainder in bonds. It’s a growth portfolio, but with a modest allocation to bonds to reduce the price risks. As I often write those […]
Income investing in 2018. For those who like to get paid.
I recently had a look at the performance of the model portfolios on Cut The Crap Investing. Here’s a look at the Balanced Model ETF portfolios, Cut The Crap Investing ETF Portfolios. Why They Outperformed the Vanguard Models in 2018. The CTCI models also outperformed (meaning they held up a little better) compared to the […]
Yes, investors, today is a good day to plant a tree.
When I was an advisor on Tangerine’s index-based portfolios it was a common question asked by clients and potential clients. Is today a good day to invest? The answer was always yes. ‘Today is a good day to plant a tree’. When you have many years or decades and you’re prepared to be patient and […]