Are Target Date Funds Right For You?
Think about all the elements you need to be a successful index investor. First, you need to choose the right mix of stocks and bonds, and to adjust that mix as you approach retirement. Your portfolio [...]
Think about all the elements you need to be a successful index investor. First, you need to choose the right mix of stocks and bonds, and to adjust that mix as you approach retirement. Your portfolio [...]
{Note: This post was an April Fool's joke!] As the ETF industry in Canada matures, more and more providers are moving away from traditional cap-weighted index funds in favour of more exotic strategies [...]
This year has been another reminder of why international equities are such an important part of a diversified portfolio: in the first 11 months of 2015 the Canadian market was down almost 6%, while in [...]
If you follow my model ETF portfolios, you may have noticed that one of your holdings has a new name. The Vanguard FTSE All-World ex Canada (VXC), launched in the summer of 2014, is a simple, low-cost [...]
[Note: This was an April Fool's joke!] One of the most exciting developments in investing is the rise of online wealth managers, also known as robo-advisors. These services offer online portfolio mana [...]
iShares shook up the ETF marketplace last March when it launched its Core family of low-cost ETFs in the major asset classes. This week iShares announced some new additions to its Core lineup, includi [...]
Q: Can you share your thoughts about the BMO Discount Bond (ZDB) and the Horizons Canadian Select Universe Bond (HBB) as long-term holdings in a taxable account? – D. F. Earlier this year BMO and Hori [...]
Earlier this week I published an excerpt from my interview with David Nugent, portfolio manager of the online investment service Wealthsimple. In this second part of our interview, Nugent goes into mo [...]
Wealthsimple is one of several online investment firms that have launched in Canada this year. They’ve often been referred to as robo-advisors, though they reject that name, and with good reason. Whil [...]
When iShares launched its Core ETF series back in March it made some waves in the industry. The company cut the fees on nine ETFs it considers building blocks of a long-term portfolio. Its boldest mov [...]