Dear Investor, Why Are You Paying Those Fees?
The Eternal Question: To Pay or Not To Pay Fees? This is basically what Paul asked on How I Beat The Market With My Trades. He mentioned that he owns shares of the popular BMO Monthly Income Fund. While I’ve already analyzed this fund, I wanted to add more thoughts on why you should or [...]
My 5 Steps to Choosing the Right ETF
As an investor who uses index funds as the core of my portfolio (supplemented with dividend growth stocks), I came to the realization a long time ago that not all ETFs are created equal and some were more appropriate for my portfolios than others were. Although originally I never went into the process of selecting [...]
At Least 25 Lazy Portfolios You Can Use
I invest in a hybrid between index funds and individual stocks. My dividend holdings are Canadian and Unites States companies with a history of increasing their dividends. The other portions of my portfolio are in various index funds covering asset classes such as global equity and fixed income. That being said, I am often the [...]
Not So Breaking News: Most Mutual Fund Managers Still Underperforming the Market
The fact that mutual fund managers have not been able to beat their underlying indexes is not new news. However, there is recent news stating these managers are still having difficulty beating the indexes. In an article from GlobeInvestor.com, the evidence has suggested that, “…Fewer than 20 per cent of large-capitalization Canadian institutional fund managers [...]
High Dividend Stocks in Recession Markets
There is a recent article posted at Bloomberg that provides investors with some advice on things to do to keep a portfolio chugging along, even if we see a prolonged period of weak markets in North America. Among their suggestions are being weary of REITs and looking outside of the U.S. market by way of [...]
