The iShares franchise, which is owned by BlackRock Asset Management Canada, dominates the ETF market in this country with an estimated share of about 80%. But a new player from south of the border is threatening to make things interesting.
Q – I’ve read that a “couch potato” portfolio is likely to outperform a portfolio consisting of actively managed mutual funds. If this is true, I’d definitely consider being a couch potato. But I’m not sure exactly what this means. Can you explain? – Cindi T., Markham, Ontario
Are funds that use socially-responsible investing (SRI) criteria doomed to poor performance? In a word, no. As always, performance and risk data tell the tale, so I did some research, comparing SRI and non-SRI funds to see if there’s any merit to the stigma attached to SRI funds’ performance. The results are surprising.
Quick – how did your portfolio perform last year? Is that good or bad? While it might be great to see that your portfolio gained 20%, how do you know if that is really what it should have been? The answer is to measure your portfolio against an appropriate benchmark.