The Power of Simple Portfolios
Carl Richards, author of The Behavior Gap, wrote an insightful article in February called Why We Fear Simple Money Solutions. “People say they want things to be simpler—investing, life insurance, reti [...]
Carl Richards, author of The Behavior Gap, wrote an insightful article in February called Why We Fear Simple Money Solutions. “People say they want things to be simpler—investing, life insurance, reti [...]
In Monday’s post, I reviewed the major factors that contribute to an index fund’s tracking error. Here are some other things to consider when you’re comparing your fund’s performance to that of its be [...]
Last week I explained the importance of monitoring an ETF’s tracking error, which is the difference between a fund’s actual performance and the returns of its index. The most significant reason index [...]
The ideal index fund would deliver the precise return of its benchmark, but we all know that’s not realistic. ETFs and index funds may be cheap but they're not free, and fees almost always cause them [...]
In an era when ETFs are becoming increasingly narrow and specialized, the new iShares funds launched this week were a pleasant surprise. Granted, they were late to the game with the iShares S&P 50 [...]
Last week’s post about calculating your adjusted cost base with ETFs drew some interesting comments. It’s clear that many DIY investors who use non-registered accounts were unaware of how much work is [...]
Being a DIY investor is easy when all your accounts are tax-deferred. As the April 30 tax deadline approaches, pretty much all you need to do is gather your RRSP contribution slips. But if you have no [...]
The federal budget on March 21 included a proposal to put an end to investment funds that “seek to reduce tax by converting, through the use of derivative contracts, the returns on an investment that [...]
[Note: This post was an April Fool's joke!] I regret to announce that this blog is in jeopardy of being shut down due to pending legal action. On the afternoon of Friday, March 29, I received a letter [...]