Posts Tagged ‘ETF’

Every investor needs to understand how easy it is to ensure that his or her portfolio performs at least as well as the 
market does. Here is the reason why. Over the next decade, many experts would agree that a balanced portfolio could be expected...

For years I’ve been hearing from individual investors and financial advisors who are disappointed with their meagre long-term performance.  This jibes with calculations I completed four years ago, which showed that Canadian mutual fund...

The National Post’s Jonathan Chevreau recently asked me and a few other financial professionals how we plan to invest this year’s tax-free savings account contribution.  The way my reply was framed may have given a somewhat different...

It’s easy to be seduced by what appears to be a proverbial ‘free lunch’ in the investment world.  Nowhere is this more prevalent than in the world of fixed income (i.e. bonds and bond-like investments).  There are many potential...

Late last week, the media was buzzing about indexing giant Vanguard’s entry into the Canadian investment fund market.  (See today’s Globe & Mail and National Post for related stories.)  Today, Vanguard officially announced...

In an April 2010 post, I wrote of the challenges advisors face when using ETFs as the product solution for constructing client portfolios.  In the May 2010 issue of Investment Executive, I turned around and touched on advisors’ potential...

In a recent blog post, I provided an overview of the new Horizons BetaPro S&P/TSX 60TM Index ETF (HXT/TSX).  HXT’s synthetic exposure left us with two questions, both of which are addressed below. What’s in it for National Bank? This has...

The Globe & Mail recently reported that indexing giant Vanguard has surpassed Fidelity as the world’s largest mutual fund company.  The article poses the question of whether this event indicates a growing interest in index-investing.  I...

In her latest Globe & Mail Number Cruncher, Shirley Won ranked the largest Canadian stock funds (including those with significant foreign stock holdings) by 5-year annualized return as of June 30, 2010.  The column also featured each of the...

I was quoted in today’s National Post regarding the launch of the Horizons AlphaPro Balanced ETF (HAA/TSX).  As is common practice in the ETF world, the firm only quotes the management fee on its website.  This fund, like most other AlphaPro...