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Rates of Return

investment returns advice

ETFs

How costs undermine investment performance

A breakdown of all the things that can affect returns

How costs undermine investment performance
rate of return

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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...

Do you understand your personalized rate of return?
investment returns

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4 ways to cope with low returns

Don’t let lower annual returns derail your investment plan

4 ways to cope with low returns
The only reason not to invest is if the projected returns aren’t high enough to justify the risk.

Bonds

Don’t sweat the return outlook

Investors hate risk, but at times the biggest risk is not investing at all

Don’t sweat the return outlook

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return assumptions

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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

It’s time to reset your return assumptions

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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

Set up your portfolio for success in 2016
rate of return

Ask a Planner

Your expected rate of return

Canadian equity portfolios are expected to yield 6.3% before fees in 2015, according to the FPSC

Your expected rate of return

Canadian Couch Potato

Calculating your portfolio’s rate of return

It's not as straightforward as you might think

Calculating your portfolio’s rate of return

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Canadian Couch Potato

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...

Calculate your personal rate of return

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