It turns out that the best investors were the ones who forgot that they had an account with Fidelity. Moral of the story - individuals are lousy investors because they make decisions on emotion or erroneous so called facts. I know. I have done it many times.
The following are the PP slides for the NAFR Ottawa Branch Investing For Retirees seminar to be held on October 31, 2018.
The good news is that there is one remarkably good deal for income investors – the Canadian dividend tax credit
The S&P 500 is up 155% since 2012, but that is unlikely to continue. We have been in an economic expansion since 2009. Similarly, the stock market, at least the US market, has been on a phenomenal growth tear over the same period, increasing by an average of 13% per year plus dividends for a... Continue Reading →
In Part 2, we explore the different types of ETFs available, including Canadian, US and Global Equities (stocks), Real Estate Investment Trusts (REITs), Preferred Shares, and various types of Bond funds. The Power Point presentation is here: ETF Workshop Part 2
This workshop offers a broad introduction to ETFs. It also includes a discussion of passive (index) versus active (managed) investing, and compares their performance over the last 5 and 10 years. In Canada, over 90% of actively managed funds underperformed their comparable index over a ten year period. See the SPIVA (S&P Index versus Active)... Continue Reading →