CRM 1/2 is here finally. Half-clap for the Industry.
CRM 1/2 + CRM 1/2 = Full Fee+Performance disclosure for Canadian Investors in 2018. Long awaited.
Disclosure guideline for Proprietary Products enforceable?
Do you own any Proprietary Products? Are you sure? You might be surprised.
With ETFs today is there still a need for Embedded Commissions?
Embedded Commissions are potentially going to be discontinued by the CSA/OSC/etc … and that is hopefully a resounding benefit to the Canadian Investor.
Same 6 Global Market Risks
One year later, the same 6 Global Risks, “plus ça change, plus c’est la même chose”, the more things change, the more they stay the same.
Sell? Use STOP-LOSSes? Or buy Put Options?
Published August 7th 2016, the USA election was a volatile stock market period with Hillary and Donald both taking turns moving the markets.
Use Rules instead of Target Prices
It is easier for Analysts to predict revenue, or even profitability, but not share price. There are too many variabilities affecting share price.
Investor IQ Top 10 List: No. 2 is critical
Don’t lose money is IQ-1. Taxes exist and are real is IQ-3. Great list, take a peek for IQ-1 to IQ-10 after watching video. Print and keep IQ hardcopy from the link.
In the last 5 years, 0 Funds beat the S&P500 Index (as of October 2016)
Fees affect net Performance, that’s the main reason why Funds don’t beat the Benchmark/Index The only item Canadian Investors’ can control is how much they pay to invest.
Rule: Train Coming, Time to get OFF the Tracks
Tactical Asset Allocation, en mass, can be an issue. There are a few publicly available funds that perform this method, but most often you’ll find this offering from the Advisors who serve the HNW marketplace.
Closet Mutual Funds: What’s the Active Share and Active Fee?
Active Share and Active Fee. If you can’t ascertain these yourself, you might want to start investing with ETFs. The only item investors can control is how much they are willing to pay for Fees.
