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Cutting up a 3-ETF Portfolio Into a 5-ETF Portfolio in an RRSP Account

By Justin Bender · October 30, 2017 - 2 comments

In my last blog post, we worked out the approximate asset class weights for US, international and emerging markets stocks targeted by the iShare Core MSCI All Country World ex Canada Index ETF (XAW). Now that we’ve got our breath back and our allocations in order, let’s sharpen our scissors and start running through what it would take to slice up a 3-ETF portfolio holding a single global XAW fund into a 5-ETF portfolio holding the same positions in individual ETFs. 

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Where Does Your Global Stock ETF Weigh In?

By Justin Bender · October 18, 2017 - 0 comments

Before BlackRock Canada created the iShares Core MSCI All Country World ex Canada Index ETF (XAW) back in 2015, we had no decent way to test our lung capacity. Can you say the entire fund name in one breath? ETF investors also were forced to strain their mental muscles, deadlifting a combination of several US, international and emerging markets ETFs and wedging them into one unwieldy portfolio.

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Corporate Taxation: Tax Gain Harvesting – “Crazy Like a Fox” Tax Planning

By Justin Bender · October 3, 2017 - 2 comments

Following up on last week’s post, we’re not yet done exploring the wild world of capital gains taxation. Today, we’ll take a look at tax gain harvesting. Say what? Isn’t that supposed be “tax loss harvesting”? Well, that exists too, and is more familiar to most investors. Since harvesting a gain incurs taxable income, it may at first seem kind of crazy to want to voluntarily reap what you’ve sown. But if you’re a corporate investor, it can actually be a smart, “crazy like a fox” thing to do.

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