Inside the Horizons One-Ticket ETFs
Are asset allocation ETFs cheap, well-diversified and convenient? Absolutely. Are they optimally tax-efficient? Perhaps not, though any tax edge you might get from using multiple ETFs and asset locati [...]
Are asset allocation ETFs cheap, well-diversified and convenient? Absolutely. Are they optimally tax-efficient? Perhaps not, though any tax edge you might get from using multiple ETFs and asset locati [...]
The ongoing popularity of asset allocation ETFs is undoubtedly a good thing—maybe even revolutionary. Canadians have enthusiastically embraced the one-ticket portfolios from Vanguard and iShares in pa [...]
Investors using the TD e-Series mutual funds may have noticed an unusual episode at year-end. The TD International Index Fund (TDB911), which has been making quarterly distributions for years, did not [...]
The TD e-Series index mutual funds remain a useful alternative to the asset allocation ETFs that take centre stage in my model portfolios. Following on the heels of our detailed look at the performanc [...]
Just about everyone was happy to wave goodbye to 2020. By the spring it was shaping up to be the worst year for markets since 2008: when the market touched bottom on March 23, Canadian, U.S. and inter [...]
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 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 [...]