Tune out market noise and rebalance your portfolio
Don’t skip your annual portfolio rebalancing exercise. Here’s why.
portfolio
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The power of simple portfolios
Carl Richards, author of The Behavior Gap, wrote an insightful article in February called Why We Fear Simple Money Solutions. “People say they want things to be simpler—investing, life insurance, retirement planning, etc.,” he observed. “But when a simpler (and effective) option is proposed, they reject it as too simple.”
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Taking stock of their future
After investing in high-fee mutual funds for years, Brenda and Kent Biggar parted ways with their adviser. Now they want to build a solid portfolio of individual dividend stocks they can manage on their own.
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The final frontier for investors
Tapping growth opportunities in Nigeria, Kazakhstan and Qatar isn’t without risk.
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Why homeowners need REITs in their portfolios
Many homeowners figure there’s no need to own real estate investment trusts (REITs), as they already own a property. But as this graph shows, REITs have little correlation with the Canadian housing market. Your home is an extremely undiversified bet on real estate—a single home in a single neighbourhood—while REITs are diversified and tend to move with the stock market.
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ETFs: Meet the fans
Three sample ETF portfolios designed for Canadian investors at different stages in life.
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Does a 60/40 portfolio still make sense?
For as long as I can remember, the traditional balanced portfolio has been 60% equities and 40% bonds. Indeed, all of my own model portfolios use that overall asset mix as a starting point. But a lot of industry folks are arguing that a 60/40 blend no longer makes sense.
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Should I buy stocks, mutual funds or ETFs?
It all comes down to what kind of investor you are.
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Are income trusts a good choice for my RRSP?
Income trusts may still be worthwhile investments but they’re probably best kept outside your RRSP.
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Should I change my RRSP investments as I age?
The make-up of your RRSP portfolio should change as you age.
