20 Dividend Growers for 2023
This post describes why I bought 20 dividend paying stocks this week and how I decided which ones to choose.
Are Canadian CDRs a good investment?
Markdale2024-09-23T18:25:39+00:00This post describes what CDRs are and whether they are good for Canadian investors.
What are CDRs?
Canadian Depository Receipts (“CDRs”) were introduced by CIBC as an alternative way for Canadian investors to hold certain US listed stocks. CDRs work in a similar way to American Depository Receipts (“ADRs”). Whereas ADRs make foreign stocks tradable on American exchanges, CDRs make US...
Evaluating Your Performance
Markdale2024-09-23T18:26:27+00:00Most investors do not evaluate the performance of their investment portfolio. This means most investors are unaware of whether their portfolio is trailing a passive benchmark or whether they are getting value for the fees they are paying their investment advisors. To help you gain more clarity, this post will offer some simple methods to evaluate the performance of your investment...
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...
Investment Advice for Entrepreneurs
Markdale2024-09-23T18:28:42+00:00Successful entrepreneurs are usually hard-working, brave, and energetic. These traits serve them well since business success requires dedicated hard-work, risk taking, and boundless energy. So why are entrepreneurs often good business people but such bad investors? What lessons can we learn from their investing approach? This post suggests the challenges entrepreneurs face when making passive investments and the strategies that can...
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...
How to Pick Dividend Stocks
Markdale2024-09-23T18:31:20+00:00Dividend investing is a popular way to earn passive income. So, this post describes ways to evaluate dividend stocks to create a sustainable income from your portfolio.
What are dividends?
Dividends are cash payments made by companies to their shareholders. If you own shares in a company that pays dividends, then you can expect to receive regular cash payments to your...
Income or Assets?
Markdale2024-09-25T14:33:11+00:00Which financial benchmarks are you most focused on? And, how often are you evaluating the overall value of your portfolio compared to the income that it generates? In other words, what’s more important for achieving your financial goals: your income or your assets? This post will describe why and how income benchmarks will help you evaluate your portfolio.
Retirement Goal
“Retirement” is...
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...
4 Reasons to hold your stocks through a downturn
Markdale2024-09-25T14:34:52+00:00Each transaction we make in our investment portfolio adds friction and potentially drags down our returns. During times when the stock market is falling, many investors fall victim to fear and follow the headlines by selling their investments. The classic “buy high, sell low” mentality haunts many investors. To help you combat those tendencies, this post provides 4 reasons why you...