Financial Planning and Building Portfolios

Asset allocation, risk, diversification and rebalancing. Pros/cons of hiring a financial advisor. Seeking advice on your portfolio?
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  • Rebalancing and risk
    by Park »
    72 Replies
    4751 Views
    Last post by Park
  • My plan - any advice?
    by chicken28 »
    4 Replies
    983 Views
    Last post by chicken28
  • Question about setting up DRIP taxable acct Questrade
    by jogoss »
    1 Replies
    419 Views
    Last post by AltaRed
  • $2 Million...ish to invest in one ETF?
    by PeterPan18 »
    51 Replies
    18721 Views
    Last post by OnlyMyOpinion
  • Transfer of shares from RRSP to TFSA (in-kind)
    by sridhar249 »
    6 Replies
    761 Views
    Last post by sridhar249
  • Would like some advice on changing our portfolio to make it simpler
    by jogoss »
    6 Replies
    1308 Views
    Last post by FLbiker
  • Lower income earner should hold what ?
    by soloman »
    11 Replies
    1388 Views
    Last post by formerpatriot
  • Observations of Full Implementation (Jan 2017) of CRM2 on Your Accounts
    by AltaRed »
    20 Replies
    4419 Views
    Last post by DanH
  • Decumulation software - any suggestions?
    by xjrsimx »
    10 Replies
    4971 Views
    Last post by FLbiker
  • Moving from US to Canada - Accessing Vanguard Account from Canada
    by shadowandsunlight »
    4 Replies
    2168 Views
    Last post by LadyGeek
  • Buying Bonds
    by Mudcrab »
    69 Replies
    23723 Views
    Last post by Mudcrab
  • Advice on a simple way to start investing in Canada?
    by beetee »
    10 Replies
    3320 Views
    Last post by Spudd
  • Financial plan-CCPC
    by Rawarren »
    3 Replies
    2988 Views
    Last post by AltaShBo
  • Investing styles
    by ghariton »
    241 Replies
    32778 Views
    Last post by Chuck
  • Transfer from TFSA to RRSP
    by nile »
    1 Replies
    2880 Views
    Last post by StuBee
  • When to diversify brokerage account non registered specific?
    by johnsmith1 »
    20 Replies
    5220 Views
    Last post by Marcus Aurelius
  • My investments are down HARD since February... Am I alone? Could anyone have a look?
    by ggSmoothOp »
    37 Replies
    8441 Views
    Last post by skinnyinvestor
  • Rebalancing- any downside?
    by xjrsimx »
    37 Replies
    8452 Views
    Last post by DanH
  • S&P 500 Performance during recessions
    by optionable68 »
    8 Replies
    5661 Views
    Last post by NormR
  • New immigrant from the US. Please check my new portfolio.
    by Jonhello »
    13 Replies
    6188 Views
    Last post by Quebec
  • How much small cap do you have in your portfolio and how well has it worked out for you?
    by OnlyVGRO »
    24 Replies
    19938 Views
    Last post by brady
  • VGRO Everywhere
    by camvan »
    61 Replies
    21504 Views
    Last post by Marcus Aurelius
  • Death of Equities article Aug 1979
    by thedude »
    18 Replies
    8392 Views
    Last post by moneyscribe
  • Only have 9367€. Should I spend less? Is that too little for the lifestyle I lead? 21F
    by azzz04 »
    2 Replies
    6701 Views
    Last post by azzz04
  • VAB, XBB, ZAG vs. online HISA savings accounts
    by Pitzeco »
    8 Replies
    24846 Views
    Last post by chrisw
  • scope for a rethink in market mayhem
    by Mudcrab »
    38 Replies
    15148 Views
    Last post by Bylo Selhi
  • Thinking of taking out a loan to invest
    by ThomasPaine »
    11 Replies
    10615 Views
    Last post by depassp
  • VBAL + VDY - Advice Please
    by scarling »
    5 Replies
    8836 Views
    Last post by Bylo Selhi
  • Portfolio Visualizer BackTesting Pro's & Cons
    by BRIAN5000 »
    14 Replies
    9935 Views
    Last post by OnlyMyOpinion
  • Need help/advice -
    by VikkiBee »
    50 Replies
    25271 Views
    Last post by ockham
  • Partial retirement back to school
    by diurnallee »
    0 Replies
    10045 Views
    Last post by diurnallee
  • Your 2021 Investment Results
    by IdOp »
    183 Replies
    47400 Views
    Last post by kcowan
  • Seeking advice: Early retirees need to prudently invest lump sum to support our family for 3+ decades
    by FB71 »
    19 Replies
    23537 Views
    Last post by maxwell
  • Starting my investment
    by investSR »
    4 Replies
    17438 Views
    Last post by maxwell
  • Portfolio dilemna
    by AccountantQC »
    7 Replies
    17101 Views
    Last post by maxwell
  • Instant education
    by brucecohen »
    32 Replies
    12427 Views
    Last post by afulldeck
  • Transfer VUN/XEF to XEQT?
    by MrLearnAboutInvest »
    3 Replies
    10925 Views
    Last post by MrLearnAboutInvest
  • My advisor's new portfolio -- Could I follow it ?
    by HelpLisa »
    6 Replies
    12366 Views
    Last post by Quebec
  • Newbie Boglehead Looking for Experience advice.
    by NewbieInvestorCDN »
    5 Replies
    11349 Views
    Last post by moneyscribe
  • Why hold bonds
    by ghariton »
    183 Replies
    53030 Views
    Last post by dlink
  • TFSA for 18 yo
    by hamor »
    15 Replies
    25854 Views
    Last post by AltaRed
  • What tax rate do you use for asset location?
    by Crusader »
    2 Replies
    11584 Views
    Last post by OnlyMyOpinion
  • A public domain portfolio manager
    by Norbert Schlenker »
    24 Replies
    17147 Views
    Last post by emsie
  • IB estate
    by Geo Engineer »
    10 Replies
    12167 Views
    Last post by GreatLaker
  • Becoming a Canadian Non-Resident, How to Deal with TFSA
    by bojanradovic »
    22 Replies
    14006 Views
    Last post by AltaRed
  • How to manage - Asset Allocations/Currency Conversions
    by eastcoaster »
    6 Replies
    12678 Views
    Last post by eastcoaster
  • Financial planning for a returning Canadian
    by leeman »
    27 Replies
    13184 Views
    Last post by leeman
  • The great Canadian personal finance quiz
    by Koogie »
    32 Replies
    14566 Views
    Last post by afulldeck
  • Taxation of Bond ETF in Non-Registered Account
    by Griz »
    0 Replies
    11284 Views
    Last post by Griz
  • How to invest new money in an established portfolio?
    by HardWorker »
    85 Replies
    19477 Views
    Last post by HardWorker
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