The Complete Guide To All Your Investing Options | CPDFormula by learnformula
The Complete Guide To All Your Investing Options
A detailed analysis of all the ways to invest
schedule3.5h
4.4(95)
David Trahair
•
Personal Finance Writer, Trainer, Content Developer and Acclaimed Author
31 Courses
• 8802 Reviews
I am a CPA, CA, author, trainer, and eLearning content developer. I am also the author of six books on personal finance including three national bestsellers. I am a straight shooter able to explain th...
About this course
This new course will show you all the different options you have when it comes to investing your money. It will cover 10 different types of accounts with a whole range of different investment strategies. They are all actual investment accounts that the instructor has opened with his own money.
We’ll look at a full-service broker (Manulife Financial), a robo-advisor (Wealthsimple), five discount brokerages (Questrade, Qtrade, CIBC Investor’s Edge, RBC Direct Investing, and TD Direct Investing), a deposit broker (Fiscal Agents), a bank branch mutual fund account (TD bank branch) and even a cryptocurrency account (Wealthsimple Bitcoin).
We’ll cover all the different types of portfolios that you can have from ultra-conservative to ultra-aggressive. This will include balanced accounts at a full-service broker and a discount broker. An auto-balanced exchange-traded fund (ETF). An aggressive portfolio run by a robo-advisor. An account consisting only of an equal weight banks index ETF. The safest account you can have which is a laddered GIC strategy that has zero exposure to the stock market. An account consisting solely of a bond ETF. An account consisting of one bank mutual fund recommended by a bank branch advisor. We’ll even look at a stock portfolio picked by random dart throws! And a cryptocurrency account consisting of 100% in bitcoin.
At the end of the course, we’ll have a contest that will rank each of the 10 portfolios’ average annualized returns for the past 5 ½ years from the best return to worst. It’s likely you’ll find the results surprising.