Archive for September, 2013

Why ETF Distributions Fluctuate

September 24, 2013

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Investors often wonder why Exchange-Traded Fund (ETF) distributions fluctuate even when the securities held by the fund and the distributions of the holdings change very little. To better understand the issue, let us take a look at the cash distributions from the iShares S&P/TSX Capped REIT ETF (TSX: XRE) in the table below.

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Sleepy Mini Portfolio Q3-2013 Update

September 11, 2013

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How time flies! It is exactly six years, since the Sleepy Mini Portfolio was launched to demonstrate how a super simple, regular investment program can slowly but surely build wealth over a period of time. All you need to implement such an investment program are (1) some initial effort in mapping out an asset allocation strategy (2) a calculator to divvy up your regular contributions and (3) discipline to stick to the strategy through all kinds of market conditions.

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