Inside the BMO Asset Allocation ETFs
In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, both of which are options in our model portfolios. But although these two fund families get al [...]
In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, both of which are options in our model portfolios. But although these two fund families get al [...]
In the brief time they’ve been around, asset allocation ETFs have transformed the way DIY index investors manage their portfolios. These balanced funds have become the default choice, as it’s harder a [...]
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 [...]