Using GICs in a fixed income portfolio
GICs get little respect, but these humble investments can play a useful role in a balanced portfolio {MoneySense]
A New Rebalancing Spreadsheet for ETFs
It’s easy enough to build an index fund portfolio with your desired mix of stocks and bonds. But as any experienced investor knows, your asset allocation changes over time as markets move in different [...]
Beyond One-Stop ETF Shopping
The new asset allocation ETFs launched by Vanguard and iShares in 2018 have made it easier than ever for investors to build a low-cost balanced portfolio. If you want a globally diversified mix of 80% [...]
GIC vs. bond ETFs for a retiree
Should this fixed income investor change his bond allocation? [MoneySense]
How to mix rental income and portfolio returns in retirement
Here's an easy way to generate the cash flow you need in any market conditions. [MoneySense]
Are TFSAs the best place to hold Vanguard’s new all-in-one ETFs?
These balanced ETFs are ideally suited to Tax-Free Savings Accounts for several reasons. [MoneySense]
How to rebalance when some ETFs already do it themselves
New ETFs from Vanguard rebalance themselves, but investors need to track their entire portfolio mix [MoneySense]
How to declutter your portfolio
Before you add another new fund to your portfolio, consider these two key questions. [MoneySense]
Is diversification as we know it broken?
Bonds usually offer protection when equity markets go into a tailspin – but as we've seen in recent months, it doesn't always work that way. [Globe and Mail]
Calculating Your Portfolio’s Rate of Return
Perhaps no number is more important to investors than the rate of return on their portfolio. Yet this seemingly simple calculation is fraught with problems. If you’ve made contributions or withdrawals [...]