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How to Build an ETF Portfolio at TD Direct Investing

By Justin Bender · October 18, 2016 - 3 comments

So you’ve made the decision to become a DIY investor, but there’s way too much information online to wrap your head around. Not to worry – my new series of tutorials will cut through the noise and show you just what you need to know. The first set of videos will be geared towards the novice investor who is currently investing within their RRSP, TFSA or RESP accounts. 

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How to Build an ETF Portfolio

By Justin Bender · October 3, 2016 - 6 comments

DIY investing can be intimidating. Sure, I post model ETF portfolios on my blog that readers can download and implement at their favourite brokerage, but novice investors may still find the process overwhelming.

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Ask Bender: Why do you overweight Canadian stocks in your model ETF portfolios? (Part II)

By Justin Bender · September 13, 2016 - 2 comments

In my last blog post, we found that overweighting Canadian stocks by about 30% (relative to a global market capitalization equity weight of about 3%) had historically resulted in a less risky portfolio. Obviously, this analysis gave no guarantee of the minimum risk portfolio going forward, but it did provide a useful starting point for discussion.

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Ask Bender: Why do you overweight Canadian stocks in your model ETF portfolios?

By Justin Bender · September 7, 2016 - 0 comments

During periods when global stocks have been outperforming Canadian stocks, I receive a growing number of questions asking why my model ETF portfolios are skewed so heavily towards Canadian stocks (as one might imagine, I receive the opposite feedback when Canadian stocks are outperforming global stocks). The argument usually goes something like this: Canadian stocks make up just over 3% of the global equity markets – shouldn’t Canadian investors simply hold a 3% equity allocation to Canadian stocks?

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New Multifactor ETFs from iShares (Part II)

By Justin Bender · August 22, 2016 - 0 comments

Last week we looked at the iShares Edge MSCI Multifactor Canada Index ETF (XFC), one of a trio of new ETFs based on multifactor indexes from MSCI. Recall that we found a few surprises in our analysis: a large part of the index’s performance could not be explained by the size, value, momentum and quality factors. Now let’s see how the US and international multifactor indexes hold up to the same analysis.

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