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Canadian ETFs with High After-Tax Cash Yields - Separating the Good from the...
Where does an investor find ETFs with a high after-tax cash payout? And what is the potential negative side of high payout funds, is there an Achilles heel? In general terms, the main potential...
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Picking Countries with a Weak Currency - How did it perform?
About a year ago in Using Weak Currencies to Find Foreign Equity Investment Opportunity, we wrote about research findings that found that equities in countries which had experienced prolonged weakness...
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Canadian Transportation Companies - Sustainability, Social, Environmental and...
Just as we have previously done for Consumer companies, Mining, and Oil and Gas stocks, today we will take a look at how well Canadian firms in air, rail, truck and marine transportation rate on key...
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Canadian Aerospace, Waste Management and Engineering Companies -...
Today we continue the series of posts examining corporate sustainability, often called environmental, social and governance factors, of Canadian companies. In the past, we have looked at Consumer...
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Light at the end of the ACB Tracking Tunnel for ETFs?
One of the few thorns in the side of investors holding ETFs in taxable accounts has been the necessity to track their Adjusted Cost Base (ACB) in order to correctly calculate capital gains for income...
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The Permanent Portfolio: Pros and Cons for Canadian Savers and Retirees
Harry Browne's Permanent Portfolio (PP) idea, as explained in his book Fail-Safe Investing: Lifelong Financial Security in 30 Minutes, has been around for over three decades. Though he passed away in...
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Inside the Permanent Portfolio - Why it succeeded and the chances it will...
Last week's post showed the past success of the Permanent Portfolio (PP), in which only four holdings - a domestic broad stock index fund, long term government bonds, cash or a money market fund and...
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Gold Bullion Investing Online: How the alternatives compare
When we delved into the workings of the Permanent Portfolio over the last two weeks, we saw that one of the four component holdings was gold. Whether it is to implement the PP, or merely to have a...
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Why Retirees Need to be More Concerned about Portfolio Volatility
Whether or not retiree investors have a more cautious attitude, often termed lower risk tolerance, the fact is they should look to build a portfolio that is less volatile. Why? The reason is something...
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Retirement Income Design: Making Sure Your Portfolio Survives as Long as You
In last week's post, we briefly touched on some ideas - diversification and spending buckets - for minimizing the effects of poor returns early on during retirement, termed sequence of returns risk....
View ArticleHowToInvestOnline Guide to Self-Directed Investing
This month marks the 6th anniversary of our blog. Many of the posts we have published have enduring value, as statistics on accumulating reader visits on old posts demonstrate. But there are now so...
View ArticleA Lifelong Portfolio and Investing Plan for the Reluctant Investor - Aims and...
"Everything should be made as simple as possible, but not simpler." Albert EinsteinSome people enjoy investing, but many do not, looking upon it as a necessary evil that is daunting for its complexity...
View ArticleThe Reluctant Investor's Lifelong Portfolio - a Portfolio Inspired by, and...
"Everything should be made as simple as possible, but not simpler." Albert EinsteinLast week we defined what a portfolio for a reluctant investor should do, and reviewed several alternatives that don't...
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Centenarian Companies in Canada - Surviving and Thriving, Mostly
We'd all like to live to be 100 years old. But more than that, we'd like to be healthy and vigorous. It's not easy to achieve for people and just as difficult for companies. We decided to have a look...
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Canadian Preferred Share ETF Comparison - Attractive Income but Some Caveats
Why consider preferred shares?Preferred shares offer the Canadian investor steady income in the form of tax-advantaged (when held within a taxable non-registered account) eligible dividends. The...
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Long Term Stock and Bond Return Expectations for Canadians - the Current Outlook
A view of probable future returns is essential for individuals to develop realistic planning assumptions for retirement savings growth. Two years ago we wrote about the prospects for long term returns...
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Long Term Return Expectations for USA and Rest of World - the Current Outlook
Last week we laid out what by historical standards are the modest future long term returns investors can expect from Canadian stocks and bonds. Since most Canadian investors also include an allocation...
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Dogs of the Dow and the TSX - Are they nasty or nice investing pets?
It's now the dog days of summer, so it's a good time to write about an investing theory referring to dogs that seems to have worked pretty well since it was first put forward by Michael O'Higgins in...
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Inflation Protection's Big Trade-off - Protection vs Returns
Friday the latest CPI inflation indicator for Canada showed a 2.4% rise. Inflation has been fairly low and quite stable for more than a decade now but the wary investor keeps the more distant past in...
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Low Volatility ETF Update - Are they performing as advertized?
In 2012 we introduced the newly launched category of low volatility equity ETFs that promised more stability and equal or better returns in comparison to standard index funds with holdings selected and...
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