Everything you need to know about TFSAs
This infographic includes information about Tax-free Savings Accounts, eligibility criteria, acceptable investments, contribution limits as well as interesting TFSA statistics.
All posts for Investing
8 Criteria for Making Smarter ETF Choices
Choosing the right ETFs to implement your asset allocation strategy can be a little like choosing between foods at the grocery store, but it can make a significant difference in your investment performance. In this post I will cover the most important factors to consider when choosing an ETF: Strategy Tracking Error Liquidity Size Fees and expenses Securities Lending Currency […]
Modern ETF Portfolio vs. Investors Canadian Equity Fund A
There has been plenty of talk about whether actively managed mutual funds are worth the fees they charge. There are many people on either side of the argument. The proponents of active management argue that active managers can add value by selecting the best securities to own or by tactically shifting the asset allocation of the fund. The growing list […]
Why You Should Always Rebalance Your Investments
Just like your car, your investment portfolio needs routine maintenance. While having an asset allocation for your investment portfolio is a great start, unfortunately it doesn’t mean you can set it and forget it. In any diversified portfolio, some of your investments will do a lot better than others. Rebalancing is the process of selling some asset classes that have done […]
Modern ETF Portfolio vs. CIBC Monthly Income Fund
There has been plenty of talk about whether actively managed mutual funds are worth the fees they charge. There are many people on either side of the argument. The proponents of active management argue that active managers can add value by selecting the best securities to own or by tactically shifting the asset allocation of the fund. The growing list […]
Monthly Market Update – February 2015
February 2015 Market Performance All index returns are Total Return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. Indexes Return for February 2015 YTD Return S&P/TSX Composite +3.98% +4.55% S&P500 +3.88% +10.19% MSCI EAFE +4.38% +14.83% MSCI World +4.30% +12.13% MSCI Emerging Markets +1.54% +11.83% FTSE TMX Universe Bond -0.13% +4.49% JP Morgan Emerging Markets Bond […]
The Importance of Asset Allocation
Studies* have shown that 80 to 90% of investors’ return comes from asset allocation, so it is much more important than most investors realize. The main idea behind asset allocation is to reduce risk. By including asset classes with investment returns that move in different directions you can protect your portfolio from significant losses. If you have too much of […]
The ETF Advantage: Why choose ETFs over Mutual Funds
The ETF (Exchange-traded fund) market has skyrocketed from one fund in 1993, to over $70 Billion and more than three hundred funds in 2014. In fact, many experienced investors now refer to ETFs as “the cheaper and better alternative to mutual funds”. Here is a look at how ETFs differ and how you can benefit from their advantages: What are ETFs? How do they […]
