The shift to self-directed investing is a tidal wave. The pandemic accelerated many trends that were already well under way. In the stay at home and work from home reality of 2020, more Canadians moved their investments online. And so many more Canadians took control of those investments. The rate of new account sign ups […]
A look at Tangerine portfolio performance for 2020.
Tangerine is the leading online bank in Canada. With Tangerine you can get most everything you want or need out of a core banking experience, and you can do so by paying no fees. That’s right – zero fees. That is a a great option compared compared to forking over $20, $30 or more per […]
An update on the Canadian Robo Advisors on Weekend Reads.
At the Globe and Mail Rob Carrick and his team did some research to provide a nice update on the Canadian Robo Advisors. Today we’ll have a look at that report and provide some of the key insights. I continue to believe that the Robo Advisors are the answer for the majority of Canadians who […]
The TD GoalAssist app on Weekend Reads.
On Tuesday of the this week, TD took aim at Wealthsimple Trade and Canadian Robo Advisors with the launch of the TD GoalAssist app. The TD GoalAssist app is a stock and ETF trading platform that also has some Robo-like qualities. I think it’s another welcome addition. Many of the big players in the Canadian […]
A look at the performance of the Justwealth portfolios in the recent correction.
The risk ratings on funds can be a joke. In fact they are an “absolute” joke according to James Gauthier, Partner and Chief Investment Officer at Justwealth. And there’s some math humour in there as the risk system is based on “absolute” measures, not relative. The risk rating on mutual funds and ETFs is based […]
Checking in on the Tangerine Portfolio returns, plus the Weekend Reads.
It has been a while since we checked in on the Tangerine Portfolio returns. They are simple but wonderful index-based mutual funds. The funds invest in large cap Canadian stocks, US stocks and International stocks. They manage the risks by replicating a core Canadian bond index. The portfolios offer a very decent benchmark for those […]