Why You Should Avoid DRIPs in Taxable Accounts
Last week’s post about calculating your adjusted cost base with ETFs drew some interesting comments. It’s clear that many DIY investors who use non-registered accounts were unaware of how much work is...
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ETF Dividend Dates Explained
This post is excerpted from The DIY Investor’s Handbook, coauthored by myself and Justin Bender, and available exclusively to clients of our DIY Investor Service. Occasionally when you buy an ETF you...
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Looking for Value in Canadian Equity ETFs
Monday’s post about factor analysis was, I admit, too technical for most readers’ tastes. At least that’s the conclusion I drew when the two most enthusiastic comments came from a professor of...
View ArticleWhy Has VRE Outperformed Its Rivals in 2013?
It’s been a marvellous year for equities, but 2013 has not been kind to real estate investment trusts. Like other income-producing investments, REITs are sensitive to rising interest rates, and the...
View ArticleInside the RBC Quant Dividend Leaders ETFs
In January, RBC launched the Quant Dividend Leaders ETFs, a family of dividend-focused funds covering the Canadian, U.S. and international markets. I recently had a chance to speak with Bill Tilford,...
View ArticleThe High Cost of High Dividends
In our recent white paper, Asset Location for Taxable Investors, Justin Bender and I argue that most investors are better off keeping their bonds in an RRSP, while equities should be held in a taxable...
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Ask the Spud: Why Do ETF Yields Differ?
Q: The Vanguard S&P 500 (VFV) currently has a dividend yield of 1.44%, but the US-listed version of the same ETF has a yield of 2.01%. How can these two funds have such different yields when their...
View ArticleAfter-Tax Returns on Canadian ETFs
When you invest in a non-registered account, you need to be concerned about more than just your funds’ performance: you also need to know how much of your return will be eaten up by taxes....
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The Role of Preferred Shares
Preferred shares are often considered a hybrid security, since they share characteristics of both common stocks and corporate bonds. Like bonds, preferreds typically have a predictable income stream....
View ArticleTangerine Expands Its Lineup
The Tangerine Investment Funds have long been part of my model portfolios, as they’re a simple way to build a broadly diversified index portfolio with a single product. With a management expense ratio...
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