Now we will consider an equities-only portfolio, by selecting our SSAC ETF: how does the 60/40 perform, in comparison? Source: Yahoo Finance Source: Yahoo Finance; author’s calculations ...

This guide covers the basics of putting your investing house in order, starting with your risk capacity and risk tolerance.

Your portfolio and a portfolio benchmark are entirely different things. And portfolio benchmarking, or the constant ...

For example, say fund A and fund B are similar in every aspect—except their expense ratios. Fund A has an expense ratio of, say, 0.5%, while fund B charges 2.5%.

Free Online Fund Comparison Tools Fund comparison tools are helpful for investors learning to compare index funds. They track expense ratios, past performance, holdings, and other important metrics.

And your example of taking the cash and buying an income stream at some point in the future isn't a realistic goal ether, because I will have spent that time learning how to manage a portfolio ...

Using Benchmarks When evaluating your investment portfolio's performance, it's important to compare it against a benchmark representing the industry, sector, and market segment to which it belongs ...

For example, a large-cap U.S. equity fund would probably use the S&P 500 as its benchmark for correlation values, while a large-cap Canadian equity fund might use the S&P/TSX Composite Index as ...

That’s why I’m keen on creating a passive income from UK shares. I’ve put together an example portfolio of five shares that I think can combine income and growth and below-average volatility.