Toronto Team  

  • T416.203.0067
  • 1.866.242.0203
  • F416.203.0544
  • 8 Wellington Street East
    3rd Floor
  • Toronto, Ontario M5E 1C5

Is Your Portfolio Pulling Its Weight? (How to Benchmark Your ETF Portfolio)

By Justin Bender · April 30, 2018 - 0 comments

Hang out at a gym for long and, someone will probably ask you: “How much can YOU bench press?” Or is that mostly a guy thing? In any case, investors have a similar custom. Of course we want to know our own rate of return. I showed you how to calculate that in my last blog/video, using a Modified Dietz Method on a Questrade ETF portfolio to illustrate. But just like in the gym (if more relevantly), we also want to know how our performance stacks up against “the norm” of an appropriate benchmark. 

Read complete post

How to Calculate Your Rate of Return at Questrade

By Justin Bender · April 16, 2018 - 0 comments

There’s that saying: time is money. It’s usually true … except, of course, when we financial eggheads whip out our Sharpies® and start blathering on about time-weighted versus money-weighted rates of return. (Speaking of “The Big Bang Theory,” check out this Dimensional Fund Advisors article about how the show’s executive producer got wise with his own assets.)

Read complete post

Vanguard’s Hip New Asset Allocation ETFs

By Justin Bender · February 7, 2018 - 6 comments

While many ETF providers have been frantically fooling around trying to launch the next hot bitcoin or marijuana fund, Vanguard Canada has been playing it oh, so cool. Instead of chasing after the crowd, they’ve recently released a hip new set of game-changers in the form of three asset allocation ETFs.

Read complete post