Last week I turned the kitchen tap to HOT and all I received was lukewarm water. I’m certainly not the world’s greatest handyman (my wife would be laughing if she actually read this blog, she doesn’t), but I knew it was likely the hot water tank. Sure enough I went into the basement and discovered […]
Why pay your bank or advisor when they are not offering any advice?
Most Canadians go to their bank or a mutual fund sales office to access their investments. And most Canadians invest by way of those mutual funds that carry very high fees, in fact Canadians pay the highest fees in the developed world. That can eat into half of your investment returns over the decades. Fees […]
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 […]
The investment lessons of one very telling Tangerine chart. Canadian mutual funds 101.
OK, I know the suspense is killing you so let’s get right to that chart that offers so many universal investment lessons. Here’s the performance chart for the 5 Tangerine Portfolios. As you may know I was an advisor and Trainer at Tangerine Investments so I spent a lot of time looking at these return […]
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 […]
Canadian Robo Advisors – The Tangerine Big Juicy Dividend Edition.
I kicked off my Canadian Robo Advisor series with a look at the first robo advisor in Canada that is also the largest by assets – and that’s the offering from Tangerine by way of the Tangerine Portfolios. Today we’ll look at the Tangerine Dividend Portfolio. Tangerine offers 4 core portfolios that replicate the large […]