Four providers control the market

Four large global ETF providers dominate the global industry, with an estimated 75% market share. Three of them—Blackrock (iShares), Vanguard and State Street Global Advisors (SPDR)—are U.S. based. Deutsche Bank is the fourth. Sheer size allows each provider to offer exceptionally low management fees on… Read More

Two Canadian ETFs hold most of Canada’s best stocks

Two Canadian ETFs hold most of Canada’s best stocks

Today, we look at two Canadian ETFs that hold many of the Canadian stocks we recommend for 2017. iShares S&P/TSX 60 Index ETF and iShares Canada Select Dividend Index ETF respectively mirror subindexes holding the 60 most-heavily trades stocks and 30 of the highest-yielding dividend… Read More

Dear Pat and team: I have a numbered company, with equity holdings I must sell off over four years. My accountant has advised me to sell roughly 25% of the value of its equities each year, for the next four years. Could you recommend which ones to sell in what order to account for about 25% of the total value each year? Here’s the list:

CI Canadian Bond Fund

 $ 31,286

CI Canadian Equity

 $ 73,406

CI Corporate Bond

 $ 37,783

iShares Cdn S&P/TSX60

 $ 22,640

iShares MSCI JAPAN ETF

 $ 22,640

BCE Inc.

 $ 7,592

SPDR S&P China ETF

 $ 6,783

WestJet Airlines

 $ 12,090

Cash

 $ 3,489

TOTAL Investments

 $ 217,710

A: We don’t generally recommend that investors hold mutual funds, mostly because of their higher fees.
In particular,… Read More

2 ways to make good investments for young children

Members of Pat McKeough’s Inner Circle sometimes ask us how to find good investments for young children. If children are under the age of 18, they cannot yet invest as adults. However, there are a couple of savings and investment options available:

You (or the child)… Read More