Slow economy expected to limit banks' profit, dividend growth + MORE Aug 21st

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Freed Americans Leave North Korea, as Trump Prepares to Welcome Them Home - New York Times + MORE May 9th

New York TimesFreed Americans Leave North Korea, as Trump Prepares to Welcome Them HomeNew York TimesWASHINGTON — Three American prisoners freed by North Korea were flying back to the United States on Wednesday, heading toward an air base where President Trump planned to personally welcome them ho.... More »

How to buy Scotiabank GICs + MORE Mar 10th

Guaranteed investment certificates (GICs) are a no-risk way to invest your money with the confidence that you’ll get back your principal plus interest. Usually, GICs offer interest rates that are better than savings accounts, especially now that the Bank of Canada’s recent rate hikes have booste.... More »
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Saving money is no joke for Kathy Griffin + MORE Dec 9th

(Illustration by Lauren Tamaki) The credo I live by is, if you can’t afford to buy something, don’t buy it. The super-wealthy people I know don’t care about appearances; they couldn’t care less about having an emblem on a handbag or making it rain in the club. I even have an iPod in my c.... More »

Tax planning for Canadians who invest in the U.S. Jun 10th

It’s no surprise that many Canadians invest south of the border—both in stocks and real estate. On the world stage, economically speaking, we’re small potatoes. As of May 31, 2021, Canada’s country weight within the MSCI All Country World Index was less than 3%. By comparison, U.S. stocks re.... More »

September 2017 Dividend Income Update + MORE Oct 7th

Save, invest, prosper with My Own Advisor. September 2017 Dividend Income Update Welcome to my latest dividend income update. For those of you new to these posts on my site, every month I discuss our approach to investing focusing on Canadian dividend paying stocks.  We believe buying and holding a.... More »
Learn, save, invest and prosper with My Own Advisor.
I don’t believe in one-size-fits-all financial planning but there are some simple, one-stop-investing solutions to consider for your portfolio.  Have a look at these all-in-one products and let me know what you think.
Steadyhand Founders Fund
Fast Fund Facts

Progressively lower management fees with assets under management:

Less than $10,000 = 1.34%
At $150,000 = 1.25%
For $250,000 = 1.18%
With deep pockets (>$250,000) = “Even less”

One of Steadyhand’s flagship funds.
Involves a wrapped-fund structure, a “fund of funds” if you will.

The last time I checked this fund structure, it has the following breakdown:

60% equities
24% bonds
16% cash and short-term money market securities.
There is a healthy dose of home bias and a good mix of overseas content in this fund, although I was surprised there is only 18% U.S. content (which seems low to me given the number of multinationals parked in the U.S. that now derive most of their income from around the world)…

Continue Reading On myownadvisor.ca »

Tougher economic conditions have analysts expecting few dividend hikes

Continue Reading On theglobeandmail.com »

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