In February 2018 Vanguard Canada launched all-in-one complete Balanced Portfolios that you can purchase by entering one ticker symbol. For example, in your discount brokerage account you would enter the symbol VBAL to get a complete, globally diversified Balanced Portfolio. The Portfolio is 60% Canadian, US and International stocks with 40% of those shock absorbers […]
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 […]
Retirement Income For Life: Getting More Without Saving More.
I was going to put on my advertising copywriter hat and create a deliciously funny or interesting or witty headline, but sometimes the simple truth can do the talking. The title of Frederick Vettese’s retirement book says it all. And who doesn’t want to get more with less? And that is the general theme of […]
How the Robo Advisors will likely trump human advisors in the next market correction.
First off if the term Robo Advisor sounds like a scary ‘foreign’ concept you might want to start with this post What And Who Are The Canadian Robo Advisors? The Robo Advisor phrase was imported from the US where the Robo concept was first popularized by companies such as Betterment. If you ask the Chief […]
So many investment lessons as told by one Tangerine table.
I recently wrote on the investment lessons that we can learn from one simple performance table. The table details the returns history for the 5 Tangerine Portfolios. The table is so ‘telling’ because it gives us a look at the returns for various mixes of stocks and bonds and the time period moves through the […]
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 […]