When investing in the Canadian stock market you do not have to overweight to the major sectors. A criticism of the Canadian market is that it is concentrated in just a few sectors. When you apply a cap-weighted format where the larger companies get even more weighting in the portfolio, that ‘problem’ is amplified. As […]
The greater growth ETF portfolio.
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 […]
Weekend Reads. Using factor based ETFs as a core holding.
I recently looked at BMO’s Low Volatility ETF, ticker ZLB. The investment approach or methodology is also available as an F-series mutual fund. The post created great interest. What’s not to like with a brief history of better returns with less risk? But does the fund make for a suitable core Canadian equity investment? Original […]
A look at BMO’s low volatility ETF and mutual fund.
BMO recently introduced a mutual fund option for their Canadian low volatility index. They have that available in ETF form by way of the ticker ZLB. That fund has an incredible short-term history of beating ‘the market’ and also delivering much better risk adjusted returns. I saw this piece on Investment Executive, New fund offers […]
What are Smart Beta Funds? And are they Really Smart?
Recently I posted the blog What is an Exchange Traded Fund? Of course an Exchange Traded Fund is a an investment fund that trades on a stock exchange. For what is index investing you can have a read of the aptly named What is Index Investing? Yes, I know I am not being very creative […]