Are Canadian CDRs a good investment?
This post describes what CDRs are and whether they are good for Canadian investors.
What are Index Funds and how do they work?
Markdale2024-09-23T18:27:12+00:00Index funds are one of the fastest growing investment products. There are lots of reasons why, and this post will describe what they are. This post describes the basic way index funds are created and why their performance has been so good. If you’re interested in considering why index funds work, this post is for you. We’ll answer the following questions: What are...
Is Private Equity a Good Investment?
Markdale2024-09-23T18:30:25+00:00Private equity investments are increasingly popular. So, should wealthy families be making private equity investments? This post highlights some reasons why investors should avoid private equity.
What is Private Equity?
Private equity simply refers to investing in companies that are privately owned compared to investments traded on exchanges (like stocks). Most investors use private equity funds rather than invest in private companies directly. Private...
Best Index Funds for Canadian Investors
Markdale2024-09-25T14:34:01+00:00Index investing is a suitable strategy for almost anyone; and it works well for all types of investors including both beginner investors and wealthy investors alike. To help you choose the best index funds for your own portfolio, this post provides a list of the best index funds for Canadian investors.
What is indexing?
Indexing is a passive investing strategy used...
What is a Robo Advisor?
Markdale2024-09-25T15:10:21+00:00A robo advisor is an investing advisory and rebalancing service where recommendations and trade execution are delivered programmatically. This post compares the costs and benefits of using a robo advisor compared to a human investment advisor. It also lists the top robo advisors in the US and Canada.
Investment Process with a Human Advisor
Many of us are familiar with
Crypto Covered Call ETFs
Markdale2024-09-26T13:27:25+00:00In today’s low rate environment, yield hungry investors are adding more covered call ETFs to their portfolios. ETF issuers now offer a variety of interesting products, and recently, Purpose Investments began offering two covered call ETFs based on cryptocurrencies. Because of the high volatility of cryptocurrencies, these ETFs offer huge yields compared to other covered call ETFs based on stocks. This...
Making Impact Investments
Markdale2024-09-26T13:43:51+00:00Impact investing seeks to achieve certain social and environmental goals as the primary reason for making an investment. Impact investors oftentimes sacrifice economic profit and liquidity in favour of achieving the investment’s non-economic goals. This post describes what impact investing is and the choices impact investors face.
Impact Over Profit?
We can think of impact investing within a spectrum of...
Should You Rebalance Your Portfolio?
Markdale2024-09-26T13:49:41+00:00Rebalancing is the process of realigning the weightings of a portfolio of assets. Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original or desired level of asset allocation or risk. This post will describe some methods to rebalance your portfolio, and consider alternative ways to think about the concept.
Rebalancing Your Investment Policy
Conventional financial wisdom says that investors...By MarkdaleFunds, Investing, Tips#investmentadvice, #investmentdecisions, #portfolio, #smartinvestingComments OffRead more...
Active vs Passive Investing
Markdale2024-09-26T13:55:18+00:00Active investors attempt to outperform the returns of a benchmark by applying an investing strategy. Passive investors simply mirror the returns of a benchmark by using low cost index funds. This post will briefly compare active vs passive investing approaches. Active investing aims to beat the market whereas passive investing aims to track the market. Passive investing was made possible by...
By MarkdaleFunds, Investing#esg, #financialadvisor, #investmentdecisions, #investmentpolicyComments OffRead more...
Public vs Private Investments
Markdale2024-09-26T13:55:56+00:00Should you invest in private companies or public stocks? Since there are many differences between public and private investments this post will discuss their unique features and how those attributes are used by different types of investors. Over the past several decades, investors have been shifting their focus from public company investments to private investments on a broad scale. While...