The following are the PP slides for the NAFR Ottawa Branch Investing For Retirees seminar to be held on October 31, 2018.
Someday in the foreseeable future, the “fit will hit the shan” and these valuations will come back down to earth. With Trumpski as President, who knows what might trigger a major correction or worse? Iran, China, outrageous deficits, higher interest rates ?
Three simple strategies can have an enormous impact on your investment returns. I call them FTD - Fees, Taxes and Diversification.
In Part 3, we look at Actively Managed and Minimum Volatility ETFs. We also look at Vanguard's new One Fund Solution ETFs, and selected companies which are like managed ETFs because of their diversified holdings (Berkshire Hathaway for example). Finally, we wrap up the Workshop with a Model Portfolio that looks at some possible ETF... Continue Reading →