Clik here to view.
My New Passive Index ETF Portfolio
Unfortunately this is the second time my portfolio has changed in the past two years. The first change was when I moved from a TD Mutual Funds account to Clearsight last year. My advisor had great...
View ArticleHigh Cost Group RRSPs
So my new company offers a group RRSP. It’s free cash so I can’t turn that down. But I am not too impressed with the investment selections available. Basically they are just a bunch of mutual funds and...
View ArticleTD Waterhouse Lowers Commissions, E*Trade Still Not Offering Wash Trades
For those who don’t know what a wash trade is, a wash trade allows you to convert a holding in USD into another holding in USD without having to switch to CAD first. After reading Canadian Capitalist’s...
View ArticleClik here to view.
Ask Dave: Costs of Switching From Stocks to ETFs
Another reader had some questions about how to switch from a mutual fund and/or equity-based portfolio to a passive ETF-based portfolio. My wife and I have 3 accounts which have about 20 equities in...
View ArticleFidelity Says You Need 80% Pre-Retirement Income in Retirement (just don’t...
According to Fidelity, we need 80% of our current income to retire (see Canadian Capitalist’s “Fidelity’s ‘Scary’ Retirement Findings“, where I found this story). Canadians on average have 50% of their...
View ArticleAsk Dave: Index ETFs and Rebalancing (or lack therof)
I while ago I bought Vanguard Europe Pacific ETF (VEA) for the international portion of my portfolio and one reader had the following comment: Just a quick question. With regards to balancing one’s...
View ArticleAsk Dave: US Dollar Investments Inside Your RRSP
With no more foreign holding limits inside RRSPs, a lot of people are looking into holding foreign currency investments inside the RRSP. In fact my first ever “Ask Dave” post was about this very topic...
View ArticleLink Fest – November 12, 2007
UK Housing Hurting – The British Housing bubble, “spurred by a borrowing spree, thanks to interest rates at 40-year lows from 2001 to 2006″ may be in its last days after the “average home almost...
View ArticleThe Real 10 Commandments of Investing
Rob Carrick recently “gathered 10 of our favourite bits of investing advice, on topics ranging from stock-market risk to which mutual funds to buy” and called it the 10 Commandments. A commandment is...
View ArticleIncreased My XIC Position
After Canadian equities fell a lot on Monday (followed by some big losses the week before) I was curious to see how far out of balance my portfolio was. So I plugged my portfolio’s numbers into a...
View Article