DIY Investing

Understanding International Equity ETFs

In the last installment of my “Understanding ETFs” series, we toured the U.S. equity ETF landscape, covering solutions you can use to diversify your portfolio’s domestic stock allocation. Today, let’s head overseas, to explore how to further diversify your global portfolio by adding ETFs from other developed markets around the globe.

DIY Investing
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Understanding US Equity ETFs

In the first installment in my “Understanding ETFs” series, we toured the Canadian equity ETF landscape, covering solutions you can use for your investment portfolio’s domestic stock allocation. Today, I want to switch gears and head south of the border, to explore some of the U.S. equity ETFs you can add in, to diversify your Canadian-heavy portfolio.

DIY Investing
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Understanding Canadian Equity ETFs

Hello everyone. Are you ready for a crash course in understanding exchange-traded funds (ETFs)? Today, we’ll kick things off by popping the hoods on a sporty collection of Canadian equity ETF solutions for your portfolio’s domestic stock allocation.

DIY Investing
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Devilish Details Can Derail Your Small-Cap Stock Funds

Most investors accept that small-cap stocks have outperformed large-cap stocks over the long-term. This “size effect” was the first market anomaly to challenge the single-factor, capital asset pricing model. Unfortunately, as I’ll explain in this post, I’m unaware of any funds currently available to a DIY investor that DO properly apply the small-cap effect.

DIY Investing
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Breaking News, Familiar Ground: iShares Asset Allocation ETFs

If there’s an overnight success story to be savored from 2018, it would be Vanguard’s Asset Allocation ETFs. Since their launch earlier this year, their combined assets under management have already exceeded $800 million. What’s not to like about gaining access to a low-cost, self-rebalancing globally diversified portfolio with the click of a mouse?

DIY Investing
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Asset Location in a Post-Tax World: RRSPs vs. Taxable Accounts

One of the most common questions I receive from investors is whether it’s more tax-friendly to hold equities in their RRSP or taxable accounts first. In this comparison, I’m about to demonstrate that your post-tax asset allocation and asset location both determine your post-tax portfolio value in approximately equal measure – unlike in our TFSA vs. RRSP scenarios.