Tag

Portfolio Management
hand holding tree growing out of money signifying financial growth

Portfolio Risk vs Return Chart

By showing the returns of various portfolios (Vertical Axis) against their level of risk (Horizontal Axis) you can get a more accurate picture how real portfolios are actually functioning
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hand holding tree growing out of money signifying financial growth

Beware of Tied Selling

some financial advisors require clients to buy products exclusively from their own organization
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hand holding tree growing out of money signifying financial growth

Active versus Passive Investing

While index funds cost less than actively-managed mutual funds and they are both “diversified” we think index funds have some surprising drawbacks.  Consider these four important disadvantages of index funds:  1.    Index funds may not provide as much diversification as one thinks. Nortel’s weighting within the TSX (Canada’s main stock market index) grew from an initial 3%...
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