Larry Bates

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Blog

“Guaranteed Surprise”

MoneySense March 10, 2017     Investment fees are eating your returns  ... Read More

Mutual Fund Madness?

T-Rex Score of 28%?? WTF?! (Just to be clear, WTF? stands for What’s The Fee?) Short term changes in the value of bond mutual funds and ETFs are driven by day to day interest rate moves. But for long term... Read More

Investing in RBC Mutual Funds?

With almost $23 billion in assets, RBC Select Conservative Portfolio is one of Canada’s largest mutual funds. To project how much of this fund’s total investment return you will keep and how much will be lost in fees, go to... Read More

“Know Your T-Rex Score”

National Post Article  January 30, 2017 Know your T-Rex Score: It shows how much return you keep after fees Barry Critchley | January 30, 2017 8:15 PM ET... Read More

Mutual Fund T-Rex Scores

T-Rex Scores reveal how much of your investment return you actually get to keep and how much you lose in fees. What’s your Score? Each of us can determine our own T-Rex Score using simple assumptions that best match our circumstances.  But for... Read More

Why T-Rex?

  T-Rex Scores are the best predictor of a fund’s relative performance! T-Rex Scores aren’t the only factor to consider when choosing investments. But if you are a long term investor,  your T-Rex Score will have a significant influence on your ability to... Read More

Three Little Pigs

Subscribe via email Three Little Pigs: The Children’s Version I remember acting out the Three Little Pigs fairy tale when I was a little kid. My dad played the wolf and my sisters and I played the pigs. We all... Read More