TD e-Series Returns for 2021
In my last post I reviewed the returns of my model ETF portfolios in 2021. Now let's take a look at how the TD e-Series index mutual funds performed during the year. We'll start with the returns of th [...]
In my last post I reviewed the returns of my model ETF portfolios in 2021. Now let's take a look at how the TD e-Series index mutual funds performed during the year. We'll start with the returns of th [...]
Well, another year is in the books and it's time to review how investors fared if they used one of my model portfolios during 2021. Overall, the past year was very different from 2020: we didn't exper [...]
Asset allocation ETFs were revolutionary when they appeared in 2018, but they were hardly the first products that allowed Canadian investors to own a diversified index portfolio with a single fund. Wa [...]
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 [...]
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 [...]
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 [...]