Blog
The markets are always volatile but, over time, stocks have produced tremendous wealth. There is no reason to expect any different going forward. Therefore, if you are in it for the long term, your investments will likely produce a big... Read More
“The Misguided Beliefs of Financial Advisors”, a recently released study of two “anonymous” Canadian mutual fund dealers (over 4000 advisors, half a million clients) finds Canadian advisors recommend investments that underperform the market by 3% annually. No news here. The... Read More
It is easy to see why Canadians are increasingly investing through Exchange Traded Funds (“ETFs”). In fact, Canadian ETF sales were up over 50% in 2017 bringing total outstandings to almost $150 billion. But why do millions of Canadian investors... Read More
You can buy mutual funds through your local bank branch, broker, insurance agent, advisor, etc. Exchange Traded Funds (ETFs) are easily accessible through online discount brokers. Both mutual funds and ETFs hold stocks or bonds on behalf of investors, but... Read More
Would you sign a contract to buy a new car or a new home without knowing the price? Of course not. Before committing to a major purchase, you want to be sure the cost is reasonable. Buying investment products should... Read More
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
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
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
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
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