While several carbon credit funds exist in the US, this post will compare three Canadian carbon credit ETFs. We’ll help readers determine whether investing in carbon credits is a good strategy for your portfolio and if so, which ETF is the best.
Investors are always looking for ways to beat the market and generate higher returns on their investments. One metric used to measure this outperformance is alpha. Alpha is a measure of an investment's performance relative to a benchmark index. Understanding alpha can help investors assess the value added by active management and make more informed decisions about their investments.
Many Canadian charitable foundations hold US stocks in their investment portfolio. This makes it important for Canadian foundations to understand the application of US withholding tax. And as this post will explain, there's a common mistake many foundations make when structuring their investments that exposes them to US dividend withholding tax (and many don't even know it!).
Are you considering investing in companies that are working towards a cleaner, more sustainable future? If so, you may be interested in Engine No. 1's Transform Climate ETF (NETZ) and Transform 500 ETF (VOTE). NETZ invests in companies that will benefit from and drive the shift to clean energy, while VOTE aims to use the power of shareholder activism...
This post describes why I bought 20 dividend paying stocks this week and how I decided which ones to choose.
Many wealthy and retired investors have their primary investment objective as income generation. So, this post identifies 10 Canadian blue-chip investments with high yields that might be suitable for your portfolio. The holdings listed below are “blue-chip” since most are members of the S&P/TSX 60 Index and all are established companies with long track records. The companies in the list...
A 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.
An Investment Policy Statement is a written document that describes the strategy for an investment portfolio. This post will introduce you its importance.
