How costs undermine investment performance
A breakdown of all the things that can affect returns
Rates of Return
Do you understand your personalized rate of return?
There is a big difference between time-weighted and money-weighted returns. Confusing the two can lead to vastly different perceptions...
Don’t sweat the return outlook
Investors hate risk, but at times the biggest risk is not investing at all
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It’s time to reset your return assumptions
Historical returns are no longer a good gauge of how a portfolio could perform over time
Set up your portfolio for success in 2016
How to prepare for the year ahead after one of the worst market showings in recent memory
Your expected rate of return
Canadian equity portfolios are expected to yield 6.3% before fees in 2015, according to the FPSC
Calculating your portfolio’s rate of return
It's not as straightforward as you might think
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Calculate your personal rate of return
Any time you introduce cash flows to the portfolio, calculating your rate of return suddenly becomes much harder. This...