The ultimate guide to ETF investing for Canadians. Hosted by Justin Bender of PWL Capital.
…
continue reading
In Episode 10 of the Canadian Portfolio Manager Podcast, Justin analyzes the historical returns of gold from 1972 to 2019 to help Canadian investors decide whether the shiny yellow metal deserves a place in their portfolio. Using the data, Justin sets out to determine if any of the hype is warranted – has gold historically been a decent safe haven,…
…
continue reading
In Episode 9 of the Canadian Portfolio Manager Podcast, we discuss whether currency-hedged ETFs make sense for Canadian investors. Steven Leong, of BlackRock Canada, joins us once again to share his insights on the purpose of currency-hedging, as well as the firm’s currency-hedging process. We then break for an ETF Kombat between XSP (the granddadd…
…
continue reading
In Episode 8 of the Canadian Portfolio Manager Podcast, Justin starts off by answering a listener question regarding the currency exposure of two U.S. equity ETFs in the CPM model portfolios. Steven Leong, of BlackRock Canada, also drops in to provide his currency insights throughout the episode. We then embark upon a most excellent currency advent…
…
continue reading
1
Asset Location Strategies with the “Plaid” Model ETF Portfolios
34:18
34:18
나중에 재생
나중에 재생
리스트
좋아요
좋아요
34:18
In Episode 7 of the Canadian Portfolio Manager podcast, Justin takes investors on an epic journey through the new “Plaid” model ETF portfolios. During the show, investors will learn the asset location strategies necessary to manage their very own Plaid portfolio. Michael James (creator of the popular personal finance blog, Michael James on Money) w…
…
continue reading
1
Asset Location Strategies with the “Ludicrous” ETF Portfolios
27:47
27:47
나중에 재생
나중에 재생
리스트
좋아요
좋아요
27:47
If you’re wondering whether you’re holding your ETFs in the right accounts, this episode of the CPM Podcast is for you. During the show, investors will learn how to properly implement a traditional asset location strategy with the new Ludicrous Model ETF Portfolios. Justin will also reveal why a Ludicrous portfolio can be a superior choice to simpl…
…
continue reading
1
Wrapping Your Head Around the “Ridiculous” Model ETF Portfolios
23:27
23:27
나중에 재생
나중에 재생
리스트
좋아요
좋아요
23:27
In Episode 5 of the CPM Podcast, Justin continues to fine-tune his portfolios. He shows investors how they can cut the cost of their Vanguard or iShares asset allocation ETF by switching to one of his “Ridiculous” model portfolios. During the discussion, investors will discover the many benefits of using U.S.-based foreign equity ETFs in their RRSP…
…
continue reading
Justin has recently updated his Canadian Portfolio Manager (CPM) model ETF portfolios. There are now four CPM portfolio levels of complexity to choose from: Light, Ridiculous, Ludicrous or Plaid. Each of the models’ four levels is more difficult to manage than the last … and arguably, more powerful. In this four-part podcast series, Justin will dis…
…
continue reading
1
Tax Me If You Can: Foreign Withholding Taxes on ETF Distributions
42:50
42:50
나중에 재생
나중에 재생
리스트
좋아요
좋아요
42:50
저자 Justin Bender
…
continue reading
In Episode 2, Justin gets into the weeds of tax loss selling with ETFs. You’ll learn the core rules to follow, common pitfalls to avoid, and the best “portfolio-tested” ETFs for implementing this tax-efficient strategy. Back by popular demand, the show also features another ETF Kombat, this time with VCN and XIC facing-off in an epic battle you can…
…
continue reading
In the debut episode of the Canadian Portfolio Manager podcast, we kick things off by helping you choose which Vanguard Asset Allocation ETF is right for you. During the show, Justin estimates the future expected returns of these one-fund solutions, and also discusses the reasons for their overweight to Canadian stocks. At the end of the podcast, p…
…
continue reading