17 Jan 2013 10 Comments
This is the time where a lot of people set up their financial goals for the year. Although I don’t go through the exercise of setting financial goals (AHHH pressure and commitment!), I do think about the things I need/want to accomplish for myself and my clients. So, instead of setting goals, I prefer to [...]
by Vicky in Credit, ETFs, Investments, Level 3: Savings, Personal Finance, Resolutions
11 Oct 2012 10 Comments
In all honesty, I’m not sure if XRB would stack up better against XSB or XBB. Since XBB won against its smack down against XSB, I will compare it to that. * As a side note, this is just a comparison between the two ETFs. The actual bonds themselves are quite different and react differently [...]
by Vicky in ETFs, Level 4: Investing
14 Aug 2012 15 Comments
CBO seeks to replicate the performance of the DEX 1-5 Year Corporate Bond Index. It was introduced on February 25, 2009, and holds bonds that are issued by corporations. It holds bonds that have maturity levels ranging from 1-5 years, with the focus of staggering/laddering the holdings’ maturity levels. What is in this ETF? When [...]
by Vicky in ETFs, Level 4: Investing
31 Jul 2012 6 Comments
CLF seeks to replicate the performance of the DEX 1-5 Year Government Bond Index. It was introduced on January 31, 2008, and holds bonds that are issued domestically in Canada. It holds bonds that have maturity levels ranging from 1-5 years, with the focus of staggering/laddering the holdings’ maturity levels. What is in this ETF? [...]
by Vicky in ETFs, Level 4: Investing
29 Jun 2012 9 Comments
About a month ago, a reader, John M., wondered what I thought about XHB. I will attempt to do a smack down between XHB vs. XBB, but keep in mind that they are VERY different in philosophies, which results in VERY DIFFERENT holdings. We will see how a smack down between the two pans out. [...]
by Vicky in ETFs, Level 4: Investing
26 Jun 2012 9 Comments
I want to welcome all the new readers that have joined us since I was featured in the Globe and Mail; it is a pleasure to have you around! If you are familiar with my portfolio, I use both XIN and VEU (Vanguard FTSE All-World ex-US ETF) to represent the international part of my asset [...]
by Vicky in ETFs, Level 4: Investing
19 Jun 2012 6 Comments
If you are familiar with my portfolio, you know that I hold both XSB and XBB. During a recent conversation with Case Study #2, they were curious to see which one I would recommend, as they only wanted to hold one bond ETF to keep it simple. Well, they really wanted to hold no bonds, [...]
by Vicky in ETFs, Level 4: Investing
18 Jun 2012 No Comments
This was one of my original ETF purchases that I still hold in my portfolio. I have recently purchased VEU to increase my exposure to international equities, so it will be interesting to see how the two stack up against one another. This Exchange Traded Fund (ETF) was introduced September 6, 2001, and seeks to [...]
by Vicky in ETFs, Level 4: Investing
Recent Comments