Two of the biggest trends in investing these days are the popularity of one-fund portfolios and the focus on sustainability. A new family of iShares ETFs has combined these two key trends in a way tha [...]
In my previous blog, accompanied by Justin’s video tutorial, we looked at tax-loss harvesting, and more specifically, how to stay on the right side of the superficial loss rule. A quick recap: effecti [...]
Tax-loss selling—also known as tax-loss harvesting—is a technique for proactively realizing capital losses in your portfolio. It might seem counterintuitive: why would you want to “sell low”? In fact, [...]
In my last few posts, I introduced the newly launched Vanguard Retirement Income ETF Portfolio (VRIF), explained where its 4% distribution comes from, and considered whether that payout is sustainable [...]
The newly launched Vanguard Retirement Income ETF Portfolio (VRIF) is designed to pay its unitholders a consistent monthly cash flow equal to a 4% annual yield. In my last post, I explained how these [...]
In my last post, I introduced the new Vanguard Retirement Income ETF Portfolio (VRIF), an asset allocation ETF designed for people drawing down their portfolio to meet regular expenses. VRIF holds an [...]
When Vanguard launched its family of one-ETF portfolios back in 2018, Canadians embraced them enthusiastically. And why not? These so-called “asset allocation ETFs” took a good idea—a balanced mutual [...]
For DIY investors, asset allocation ETFs may be the greatest gift to come along in decades. It’s never been easier or cheaper to build a globally diversified portfolio that needs almost no maintenance [...]
As long-time readers will know, I review my model portfolios once a year and, if necessary, make minor changes when better or cheaper funds have been launched. I made no updates for 2018 or 2019, exce [...]
The numbers are in and no one is shooting the messenger this year. If 2018 was disappointment—returns were negative even for balanced portfolios—2019 had investors popping the champagne, as every majo [...]
A blog designed for Canadians who want to learn more about investing using index mutual funds and exchange-traded funds.
