Investing
Investing is the art of using your money to make more money. The concepts and practices are simple, if you know about them. Here are the most important things to know.
Investing 101 For Beginners | How To Start | Wealthsimple
Want to invest like a pro? Learn the basics of investing from us and we'll have you on the road to investing in no time.
How the Stock Market Works In Canada?
Losing sleep wondering how the stock market works? Today's your lucky day. We'll impart all you need to know to become a market pro in no time.
Active vs Passive Investing in Canada 2022
Not sure of the difference between these two investment philosophies? Not for long you're not! We'll set you straight and even tell you how to get started.
Financial Advisors: How To Choose & The Cost
Find out exactly what a financial advisor does, what they cost, and why you might need one. We'll also give you our best advice for choosing financial advisors.
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What is a Call Option?
Call options give the holder of the option the right, but not the obligation, to buy a specific quantity of an underlying stock at a specified price for a specific period of time. This article will walk you through how call options work.
What is a covered call?
A covered call is an options strategy that lets you sell (or “write”) call options against the underlying stock you own. Read on for details and some examples.
Wealthsimple Fractional Shares | Everything You Need to Know!
A fractional share is a fraction of a share of stock. It allows investors to own stock in a company without buying a full share. Here’s a guide to fractional shares.
What is compound interest?
It's the process by which the money you make on your principal investment itself becomes part of the principle for further investment.
What Is Options Trading and How Does It Work?
Options are a type of traded product that goes beyond simply buying or selling a stock. We cover the basics of what options are and how trading them can open you up to so many different… options.
Option Greeks: Delta, gamma, theta, vega, and rho
There are different risks with options. Option Greeks help investors calculate and understand those risks, so it can be very useful to know what each one means.
Options terminology and what each term means
Trading options involves a lot of specialized terms. We give you a quick rundown of the main terminology and explain what each word means, so that you can be better prepared as you trade options.
What is an option chain and how do you read it?
An option chain is a table that lists information about the existing options contracts related to a given underlying security. Learn more about how it’s used in options trading.
Lifetime Capital Gains Exemption Explained
The LCGE allows you to avoid paying taxes on capital gain income up to a certain amount when you sell shares/property in your small business, farm or fishery.
Stop orders
Stop-limit orders automatically trigger an attempt to buy or sell an asset when it hits a price you specified beforehand — so you know it’ll only be completed at a price you find acceptable. Learn more about how they work.
Investing 101 For Beginners | How To Start | Wealthsimple
Want to invest like a pro? Learn the basics of investing from us and we'll have you on the road to investing in no time.
What is a GIC?
Should you consider stashing cash in a GICs? Your grandparent’s favourite investment, explained.
An Introduction to Micro Investing
Get introduced to Micro Investing, a concept whereby you invest small amounts over time. Find out if it's worth it and the best apps to use.
What is a Brokerage Account
At its core, a brokerage account holds the cash you need to buy securities. But finding the account that’s right for you is a matter of knowing your investment style.
How to Sell Stock & When You Should in 2022
Selling stock can seem a little intimidating and comes with its fair share of risk. Here’s what you need to know about selling stock, and when you should do it.
Mutual Funds vs Stocks - Comparison
Stocks and mutual funds are popular securities for amateur and expert investors alike. Learn how they relate and how they differ.
How the Stock Market Works In Canada?
Losing sleep wondering how the stock market works? Today's your lucky day. We'll impart all you need to know to become a market pro in no time.
Mutual Funds: What They Are & How To Invest | Wealthsimple
Mutual funds have been the dominant player in the personal investment world for decades. How do you invest in them? We have your answer and more.
Types of Mutual Funds
Description: Mutual funds are the most popular investment vehicles for investors. Before you dive into mutual funds, it’s important to understand the main types.
Investment Risk Explained
You've probably heard that investing always carries a certain amount of risk. But what exactly does this mean?
An Overview of Impact Investing
Read on to learn more about this prosocial investing method and how it differs from other similar strategies.
What Are Index Funds? Passive Investing in Canada 2022
Index funds are an appealing choice for first-time investors or those looking to passively invest their money in established markets. But just because it’s easy doesn’t mean it’s always the right choice for everyone.
What is Stock Lending?
Securities lending is a way to make money off of stocks that you already own by loaning them to other investors. Here's how it works.
How to Invest in the S&P 500
If you want to invest in a sliver of the many companies in the S&P 500, here's how to do it. We'll let you know all your options and the merits of each.
Self-directed vs. Managed Investing: Which One’s Right for You?
Managed investing and self-directed investing work for a lot of people (some even use a combination). But the only person who can tell you what’s right for you is you.
What Is a First Home Savings Account?
An FHSA is a new type of tax-sheltered account that helps Canadians save up to $40,000 toward the purchase of their first home. Here's how it works.
An Investor's Guide to Private Equity
Private equity is an alternative investment class that involves buying stakes in private companies, improving them, and attempting to sell them for a profit. Here's how it works.
Alternative Investments, Explained | Example & Strategies
Alternative investments are assets other than stocks, bonds, and cash that offer diversification and the potential for higher returns.
Beginners' Guide to Investing in Bonds
Understand the different types of bonds that exist, how to start investing in bonds and where exactly you can buy bonds.
TFSA Transfers Explained
TFSA transfers: What you need to know and a step-by-step guide for moving your TFSA
A Comprehensive Guide to RRSP Transfers
Guide to RRSP transfers for Canadians: benefits, types, reasons, and steps to move your RRSP
FHSA vs. TFSA vs. RRSP
Instead of stressing with a calculator or calling your accountant, you can figure out which tax-sheltered account is best for you — FHSA, RRSP, or TFSA — with this very simple (and fun!) flow chart.
What are Odd Lots and How Do They Work?
A majority of stocks are sold in nice, even groups of 100 (or 500 or 1,000), called board lots. But not everybody can or wants to buy 100 shares of a particular stock. That’s where odd lots come in. Anything less than a board lot is an odd lot. And the way they trade can feel kind of... odd.
What Is Ethical Investing & Why Do It
Find out everything you need to know about ethical investing and why you should consider doing it.
Best Long Term Investments for 2022 in Canada
If you’re thinking about starting a portfolio—or looking to fine-tune the one you have—the beginning of the year is a great time to start. Here are some of the best options to consider for 2021.
What is Dividend Yield?
Dividend yields show the dividend as a percentage of the company’s current share price. They also give you an easy way to compare one dividend to another.
What's dividend reinvestment?
Dividend reinvestment lets you automatically reinvest your dividends, making sure you have the most time in market as possible. Here's everything you need to know.
The Six Worst Ways to Trade Options
You can’t take the risk out of options, but you can do your best to limit it.
How to Trade Options
With options, you're predicting whether a stock's price will rise or fall within a certain time period. Here's how to trade them.
What is dollar cost averaging?
It's an investment strategy designed to reduce volatility in a portfolio.
When Should You Start Investing?
When should you start investing? What should you invest in? How do you get started? Read on.
What is a Robo-Advisor?
What is a robo advisor? In this article, we explain everything you need to know about robo investing and whether it’s right for you.
Best Stock Market Simulators in Canada
Stock market simulators work by allowing you to pretend you are investing in real stocks but without using real money. Here are a few of the best options.
How to Invest in Index Funds Canada in 2022
Index funds function like a slice of a particular index market by mirroring its composition and performance. This can be great for passive investors, but also comes with some caveats.
What is CAGR? Definition & Explanation
CAGR stands for compound annual growth rate. It serves as a means to calculate the compound growth rate of an investment or a portfolio from a beginning to an endpoint in time.
Price-Earnings Ratio (P/E) Guide: Explanation, Uses & Examples
Before you chalk up investing phrases like this one for the likes of Wall Street tycoons, you should know that the concept of the P/E ratio isn’t that hard to understand.
Stock Market Crash 1929 - Key Facts
The stock market crash of 1929 is considered one of the worst financial disasters of modern history. But how did it happen, and what can we learn from it today?
What is an ETF? A Beginner's Guide
An ETF (exchange-traded fund) is a type of diversified investment fund. Find out everything you need to know about ETFs and how to buy them.
How to Buy Stocks in Canada 2022
Easy-to-follow instructions to get you started buying, selling and hopefully making money investing in stocks.
What Are Dividends & How Do They Work in Canada
You’ve heard of dividend stocks, but what are they? Let’s look at the definition of a dividend and an explanation of why companies pay dividends.
Is Charles Schwab Available in Canada
Charles Schwab is a trading platform that is currently not available in Canada.
What Is Value Investing & How Does It Work?
Value investing is finding investments that are good value for money. Here's everything else you need to know about value investing.
12 Smart Ideas to Make Passive Income in Canada
Passive income is the Holy Grail of the business world—it’s income that takes little or no effort to bring in. This is the kind of income people make without doing a large amount of ongoing work. It includes renting out real estate, selling digital products, or selling ad space on a blog.
7 Low-Cost Index Funds in Canada 2022
We’ve compiled a list of 7 solid funds that you might want to consider. Read on to find out more.
How to Make Money in Stocks 2022 Canada
What's easier than making a fortune in the stock market? Losing one. A few easy-to-follow rules will help you locate the path to investing success.
What Is ESG Investing? Everything You Need To Know 2022
Learn everything you need to know about ESG investing. What ESG investing is all about and how it differs to socially responsible investing.
How To Become A Millionaire in Canada 2022
Who wants to be a millionaire? We all do! This guide won't help you make your mil overnight, but will help you make smart decisions to reach your goal.
What is the Canada Learning Bond?
The Canada Learning Bond is a grant from the Canadian government that helps families save money to send their children to post-secondary education.
Real Estate Investment and Investing in Canada
Housing values in Canada are on the rise and it seems everyone is getting in on the action. But is real estate investing right for you?
Renewable Energy ETFs Canada for 2022
The energy sector is a vital part of the global economy, and energy ETFs can be a valuable addition to a diversified portfolio. Check out some of the most popular ones of 2021.
ETF vs Mutual Funds - Comparison
ETFs and mutual funds are definitely siblings in terms of investing, but like all families, they have some key differences that set them apart and make them ideal for certain types of investors.
Best High Dividend ETFs
Looking for the best high-dividend ETFs? Here is a list of high-dividend exchange-traded funds for income-minded investors.
Best Canadian Monthly Income Bond Fund 2022
Looking to balance out your portfolio with bonds? Here are the best bond funds for 2022 to consider based on your risk tolerance and financial goals.
10 Best Investing Books For Beginners To Read in 2021
Looking to get up to speed on investing? We have the very best investing books that you book worms should add to your reading list.
Shroom Stocks | 2022 Psychedelics Stocks Investing in Canada
Interested in psychedelic stocks? Learn about the legality of psychedelics, why investors like the top companies, and how you can start investing.
Water Stocks Canada Investing Guide 2022
Water stocks and ETFs are emerging as important investment opportunities. Here’s an overview.
What are Leveraged ETFs & How Do They Work?
You can use leverage to lift a really heavy rock, or to make more money in the stock market. We explain the latter — how funds use debt to magnify returns.
The Complete Guide to Meme Stocks
A meme stock is an umbrella term for any type of investment opportunity that’s helped out by the wider power of the internet and social networks.
12 Best Index Funds 2021 | Up to 24% Yields | Wealthsimple
Which index fund is right for you? That depends on your investment goals, but here’s our list some of the best index funds of 2021 to help you decide.
Comparing Fund Performance
We are often asked by clients about how to evaluate the performance of different funds. While this is a difficult decision, we have a few things to keep in mind. Read on here.
How to Pick Stocks
Picking stocks is not an activity to be trifled with. We'll give you some stock picking tools and a big honking warning about what you're up against.
How to Buy on Margin
Buying on margin is a high-risk, high-reward investment strategy where you borrow money from a bank to purchase securities.
How to invest in ETFs
Either buy them yourself, go through a traditional advisor, or use an automated investment service.
What's the difference between a stock and an ETF?
Find out the difference between ETFs vs stocks. Here's everything you need to know so you can purchase the right investment for your needs.
Financial Advisors: How To Choose & The Cost
Find out exactly what a financial advisor does, what they cost, and why you might need one. We'll also give you our best advice for choosing financial advisors.
A Guide to Cash Advance Fees
Basically, a cash advance is a cash loan you take out on your credit card. Learn more here.
What are Segregated Funds
Segregated funds are kind of like mutual funds’ super-insured sibling. They function in similar ways to mutual funds but have the added benefit of some guarantees to keep your money safe—with a caveat.
What Are Negative Interest Rates?
Negative interest rates are essentially savings interest rates below zero. Here's everything else you could possibly want to know about negative interest rates.
What is a Put Option? The Ultimate Guide
A guide to investing in put options: What they are, how they work, how to invest in them, and the difference between a call option and a put option.
Best Investing Strategies
There's no one-size-fits-all best investing strategy—everyone's needs and goals are different. But there are some basics that most investors should consider when building their investment strategy.
What Types of Investments Are There?
Curious to know the different ways you can invest? Find out the different types of investments that exist from stocks to bonds and automated investing.
Everything You Should Know About Investment Advisors
Everything you need to know about investment advisors. Just read on below!
How To Think About Passive Investment Performance
The Wealthsimple Investment Research team shares some tipes on how you can avoid one of the most common investor mistakes: basing decisions on recent performance.
What is the S&P 500?
The S&P 500 is a stock market index that measures the performance of approximately 500 U.S. companies. These companies (which happen to cover 11 sectors) offer a snapshot of U.S. stock market health as well as the broader economy.
An Overview of BMO Mutual Funds
If you’re wondering about Bank of Montreal’s (BMO) mutual funds, we have put together some information for you.
Average Stock Market Return
The average stock return can be measured over a number of different time periods and by looking at several market benchmarks such as the S&P 500 indexand the Dow Jones Industrial Average). Find out more below.
What is Options Trading?
Options trading is the practice of buying and selling option contracts on the open market. It can be a lucrative way to grow your investment portfolio, but it comes with serious risks.
An Overview of RBC Mutual Funds
If you’re wondering about Royal Bank of Canada’s (RBC) mutual funds, we have put together some information for you.
How to Invest in Stocks - A Simple Guide
So you know all about stocks, right? Or at least you know that they exist, and that you should invest in them? That's a good start. Allow us to lay out the basics.
Interest: Definition and Explanation
Interest is the cost of borrowing money. If you understand it well, you’ll save money when you borrow and make money when you deposit.
Compound Interest: Formula & Example
The compound interest formula will help you understand the true cost of any loan or the true benefit of any investment.
Return on Investment (ROI) Explained
Ever wonder: What is the meaning of ROI? Here’s return on investment (ROI) explained and how to use it when making investments or business decisions.
Best Short Term Investments
Short term investments can be a useful strategy for savings plans that span five years or less. Find out what kinds of investments are best suited for these goals.
Best Low-Risk Investments
When it comes to investing, there are ways that you can reduce your risk to the point that it will be as likely you’ll be killed by space junk as lose your money.
What is a Stock Ticker, and What Does a Ticker Symbol Mean?
A stock ticker is a common investment term, but it can be confusing for those new to the scene.
High Yield Investments
Know the absolute best way to make a ton of money investing? High yield investments. Only problem: they're also the best, quickest way to lose your shirt.
Types of Bonds Explained
Bonds are important elements of every well-rounded investment portfolio. But before you start making trades, you’ll need to know the different types.
What Are Bonds?
A bond is a fixed income security that comes with low risk for the investor. This guide will give you an overview of investing in bonds and show how they’re different than stocks.
The Rule of 72: Definition & Formula
Rule of 72 is an easy way to gauge the impact of compound interest by estimating how long before an investment doubles.
What is a Bear Market?
A bear market is a condition of investor pessimism and declining investment. It’s when securities prices fall 20% or more from their 52-week high.
What is Fixed Income?
Fixed income securities like Bonds and CDs can be powerful investment tools. Here’s what you need to know about them.
What is Rate of Return (ROR)?
In the investing world, rate of return (ROR) is the net gain or loss on an investment over a period of time. This guide will tell you everything you need to know about ROR.
What are bull and bear markets?
They refer to markets in which stock prices are generall rising or falling, respectively.
The Wealthy Barber: Book Review & Summary
The Wealthy Barber is one of Canada’s most popular personal finance books. This is a guide to the book’s lessons and take a closer look at who this book is for.
What is an IPO? And How They Work
An IPO is the first time a private company sells shares on a stock exchange to public investors. Learn about IPOs and how to get involved.
Yield Definition and Explanation
Investing is all about getting a return on your money, and figuring out your yield will give you valuable knowledge to influence your investment decisions.
A Guide to Corporate Social Responsibility
Corporate Social Responsibility is a common buzzword, but what does it actually mean - and how do major companies actually use CSR strategies?
A Guide to Index Investing
Curious about index investing? Ready to get over your fears? Keep reading to understand how index investing might be the key to your financial future.
What is Hedging
At the basic level, hedging is protecting your finances from risk in case your investment loses value. It also helps you limit your losses if things don’t go as planned.
What is Stock Analysis & How to Do It
Ready to try your hand at analyzing stocks? Check out this comprehensive guide on what is stock analysis and how to do it.
Short Selling Explained
Short selling is an investment strategy that allows an investor to profit if the security being shorted drops in value. This is a risky strategy that can result in large losses if the short seller is wrong.
Dow Jones ETFs
ETFs that track established market indexes like the Dow Jones are a popular option for investors to participate in these markets, and there are plenty of choices to accommodate your specific goals.
Top Gold ETFs (GLD)
There are a number of gold funds and ETFs available in the marketplace. If this asset class interest you, and is appropriate for your asset allocation, make sure you understand exactly how it invests in this precious metal.
P/E Ratio Guide: Explanation, Uses & Example
Whether you’ve started on a serious investing journey or are well into it, you’ve probably heard some investing buzzwords that include the phrase “P/E Ratio.” Find out all about it here.
What are Municipal Bonds? Everything to Know
Municipal bonds are considered low-risk investments that boast some attractive tax benefits. Here’s everything you need to know about investing in municipal bonds.
Top Cannabis ETFs
If you want to get exposure to the cannabis industry without taking an absurd amount of risk, these top cannabis ETFs could be right for your portfolio.
The Ultimate List of Bond ETFs
Like exchange traded funds, or ETFs, based on stocks and indices, bond ETFs give you the opportunity to invest in a variety of bonds while adding an additional stream of income to your bottom line.
Russell 2000: ETFs, Pros & Cons & Alternatives
Investing in small cap stocks is valid part of a well-diversified portfolio. The Russell 2000 index is a major index that tracks U.S. small cap stocks.
Common Stock vs. Preferred Stock
Common stock and preferred stock are quite different in part because of how much of a risk each represents. Let’s take a closer look at these stock types to get a better handle on the advantages and disadvantages of each.
Money Market Fund Explained
A money market fund—also known as a money market mutual fund—offers a relatively safe parking spot for your money. They are popular with investors because they are highly liquid, so the money can fund a new investment opportunity. But what is a money market fund? And how does it work? Let’s take a look.
Market Order vs. Limit Order
There are a number of different types of orders that can be used. Two common types of orders are the market order and the limit order. Find out more below.
High Yield Bonds
High yield bonds issued by companies with lower credit ratings. They offer better returns than investment grade bonds, but they also come with more risk.
Types of Stock: Information & Benefits
Understanding the differences between different stock types is a crucial component of your investing foundation.
Certificate of Deposit Explained
The phrase “certificate of deposit,” also known as a CD, may sound complicated but it’s one of the simplest , most misunderstood and underutilized financial tools.
How to Read Stock Charts
Stock charts can be a great way to track the price performance of a stock or ETF over time. They can provide a visual image that’s easy to read. Find out how to read them like a pro here.
What to Know About Mutual Fund (DSC) Fees?
While some people may not realize this, mutual funds are run just like any other business. Since it costs money to run a mutual fund, investors pay for it through a number of fees.
Limit Orders
How do you buy something at the right time when the price is constantly shifting? Find out about limit orders here.
Diversification: What it Is & How it Works
Diversification is a highly popular investing strategy that’s even got the backing of a Nobel Prize winner. But what exactly is it, and is it right for every investor?
Common Shares
Common shares or common stock is a class of stock issued by corporations that represent ownership in the corporation for shareholders. Find out more here.
Everything to Know About Commodities
Commodities are one of the major asset classes along with stocks and bonds. If you’re interested in learning more about this asset class, here is everything you need to know.
What is a Stock Buyback?
When a company performs a stock buyback, it buys back its shares from the market. It’s a way for the company to invest in itself or use available cash to purchase its own shares. Find out more here.
What is Income Investing & How to Start
Investing for income means putting together a collection of investments—which can involve multiple asset classes and investment styles—that generate regular income for the investor.
How To Buy Stocks Without a Broker In Canada 2022
Buying stocks and shares online is easier than ever. With a wide variety of online brokerages and trading platforms at your disposal, you’ll be able to buy stocks at much lower fees than you would with a traditional financial planner.
What Is Preferred Stock and How to Invest
Say you’re investing in all the right retirement vehicles and watching your investment balances grow year over year, but there’s a desire to see some immediate reward. You might be ready for investments that can offer some immediate cash flow.
What Are Securities?
Many people wondering what securities are may not realize that they're likely already familiar with this investment category. The most common examples include stocks and bonds. Learn more here.
What are Commodities
When you first start researching investments, you will run across terms that seem like a foreign language. If you’ve ever wondered, “What are commodities?” or, “What is a security?” you’re not alone.
How to Research Stocks: Step-by-Step Guide
Researching stocks can be overwhelming. This step-by-step guide will help you understand what matters—and what doesn’t.
The Market Crash of 2008 Explained
The stock market crash of 2008 was the biggest single-day drop in history up to that point. Learn more by reading on here.
Investment Management
Investment management should be simple enough, but a lot of people seem to get it wrong. Read along for an explanation.
What to Know About Canada Savings Bonds
Before their demise, Canada Savings Bonds represented a first step into the world of investing for generations of Canadians. Here’s what you need to know about the once-ubiquitous financial product.
How to Invest in Gold — and Why You Might
Gold isn’t just pretty to look at—it’s also an asset that could form part of a diversified portfolio. There are a couple different ways to invest in gold, depending on what your financial goals and your risk tolerance are.
Where and What Should I Invest In
Choosing where and what to invest in can often feel overwhelming, given all the options. So we’ve created a helpful guide so you can find the right fit for you.
How to Buy Penny Stocks in Canada 2022
Looking to become the new 'Wolf of Wall Street' through penny stocks? We'll not only provide you tools to get started, but also a cold dose of reality.
How to Build Wealth
Building wealth is an essential question that’s crucial to our future, financial independence, and comfort during retirement. Learn how to start.
How to Make Your Money Work Harder for You
There are many more ways than just one to make your money work for you. Luckily, we’ve got you covered with a roundup of the best ways to invest in present (and future) you.
Is Wealthsimple Legit?
The simple answer? Yes. Wealthsimple is as legit as they come, and we'll provide enough evidence to reassure even the most skeptical naysayer.
How to Invest in Dividend Stocks
Stocks that pay out regular dividends are a very popular way of generating potential wealth. But before you put all of your money into dividend stock, it’s worth getting informed about all the benefits and drawbacks.
What is Market Market Capitalization in 2022
Market capitalization is an important investment metric that helps you measure the size of a company. Find out more about market capitalization here.
Earnings Per Share (EPS)
Earnings per share is a key metric investors and analysts use to study a company’s performance. Find out more about earnings per share here.
How to Trade Stocks in Canada 2022
Trading stocks on the stock market may sound intimidating, but with the proper know-how and strategy, it can pay off for investors with a high tolerance for risk.
ETFs That Track The S&P 500
So you want to invest in an S&P 500 ETF. How do you find them? How do you pick them? We have answers to questions you haven't even thought of yet!
Active vs Passive Investing in Canada 2022
Not sure of the difference between these two investment philosophies? Not for long you're not! We'll set you straight and even tell you how to get started.
Passive Investing: What It Is and How It Works
What in the world is passive investing? We have a guide that will not only explain it, but will get you started investing like a passive pro.
The 52 Week Money Challenge
Find out how to follow the 52 week money challenge and other money challenges to help you save or invest.
How to Invest $10k in Canada 2022 | Where to Invest $10k?
So you've got $10,000. Find everything you need to know to invest your money and hopefully turn that 10k into a lot more.
How to Invest a Million Dollars in Canada 2022
So you've got a cool million. Find everything you need to know to invest it. Plus options to hopefully turn that million dollars into a whole lot more.
What are stocks?
Find out everything you need to know about stocks, including what they are and how to start investing.
How to invest $100k
Find out how to invest $100k. Actionable advice to help you achieve your investing goals and hopefully turn that $100,000 into a lot more.
Why Hold Bonds at All?
If you care about the distribution, and making sure you are compensated well for taking on risk even over a long time horizon, it may make sense to allocate some of your portfolio to risky government bonds.
Best way To Invest Money In Canada 2022
All the fundamentals the beginning investor should know to make wise investment decisions. Find out how and where you should invest your hard earned cash.
What's portfolio rebalancing?
It's a regular fine-tuning of your investment portfolio that keeps your investment strategy on course.
What is asset allocation?
Asset allocation is a fancy way of saying 'don’t put all your eggs in one basket.'
What is a hedge fund?
An investment that seeks to outperform the market by employing complicated trading strategies.
What's the Management Expense Ratio (MER)?
The Management Expense Ratio, or MER, is how much it will cost you, year in and year out, to own any mutual fund, index fund, or ETF.
What is modern portfolio theory?
It's the award-winning idea that it's better to have a diversified investment portfolio than to hand-pick stocks.
What is the S&P/TSX Composite Index?
The S&P/TSX Composite Index is Canada’s benchmark index, much like America’s S&P 500.
What’s the difference between a stock and a bond?
A stock is a share in a company. A bond is a kind of loan agreement.
What are dividends?
They are sums of money given to a company's investors, representing their cut of the profits.
What is socially responsible investing (SRI)?
It's the practice of investing in funds that focus on companies that adhere to important ethical principles.
Automated investing vs. traditional investment advisor
If by 'better' you mean 'more historically reliable,' then we'd suggest going with an automated investment service.
What are diversified investments?
It's the investing equivalent of not putting all your eggs in one basket.