Comments on: Interview with Dan Solin http://www.canadiancapitalist.com/interview-with-dan-solin/ Helping you invest and prosper Sat, 11 Feb 2012 19:27:54 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Dave http://www.canadiancapitalist.com/interview-with-dan-solin/#comment-30190 Dave Fri, 20 Apr 2007 07:36:24 +0000 http://www.canadiancapitalist.com/2007/04/08/interview-with-dan-solin#comment-30190 sevimo, the reason I ask is that you said "I am curious why proponents of market-share allocation for global portfolios ignore taxation" but they aren't ignoring it, they are just referring to asset allocation in a registered portfolio. sevimo, the reason I ask is that you said “I am curious why proponents of market-share allocation for global portfolios ignore taxation” but they aren’t ignoring it, they are just referring to asset allocation in a registered portfolio.

]]> By: sevimo http://www.canadiancapitalist.com/interview-with-dan-solin/#comment-30123 sevimo Fri, 20 Apr 2007 01:02:09 +0000 http://www.canadiancapitalist.com/2007/04/08/interview-with-dan-solin#comment-30123 To #5: of course I've meant non-registered investments. Pretty much all taxations considerations (except withholding taxes) can be ignored in registered accounts. To #5: of course I’ve meant non-registered investments. Pretty much all taxations considerations (except withholding taxes) can be ignored in registered accounts.

]]> By: Investing Intelligently http://www.canadiancapitalist.com/interview-with-dan-solin/#comment-29669 Investing Intelligently Wed, 18 Apr 2007 02:48:37 +0000 http://www.canadiancapitalist.com/2007/04/08/interview-with-dan-solin#comment-29669 <strong>My New Passive Index ETF Portfolio...</strong> Unfortunately this is the second time my portfolio has changed in the past two years. The first change was when I moved from a TD Mutual Funds account to Clearsight last year. My advisor had great plans for my portfolio. He wanted to eventually have me... My New Passive Index ETF Portfolio…

Unfortunately this is the second time my portfolio has changed in the past two years. The first change was when I moved from a TD Mutual Funds account to Clearsight last year. My advisor had great plans for my portfolio. He wanted to eventually have me…

]]> By: Dave http://www.canadiancapitalist.com/interview-with-dan-solin/#comment-28503 Dave Thu, 12 Apr 2007 20:32:02 +0000 http://www.canadiancapitalist.com/2007/04/08/interview-with-dan-solin#comment-28503 sevimo, are you talking about dividend treatment in RRSP or non-RRSP accounts? I think it makes a difference. sevimo, are you talking about dividend treatment in RRSP or non-RRSP accounts? I think it makes a difference.

]]> By: sevimo http://www.canadiancapitalist.com/interview-with-dan-solin/#comment-28192 sevimo Wed, 11 Apr 2007 16:20:55 +0000 http://www.canadiancapitalist.com/2007/04/08/interview-with-dan-solin#comment-28192 I am curious why proponents of market-share allocation for global portfolios ignore taxation. Yes, Canada's economy is small, on the global level. However, for Canadian residents who are subject to Canadian taxes, buying into Canadian equities is not just a matter of "perceived security" or even currency hedging. There is a matter of preferrential treatment of Canadian dividends from the taxation perspective. If you're interested in dividend income, it makes a lot of sense to greatly overweight Canada vs foreign equity (foreign dividends are taxed at your marginal rates). While the taxation may not tilt your opinion about asset allocation (I don't have a lot in Canada, but I don't care all that much about dividends yet), but this is something that investors need to be aware of. I am curious why proponents of market-share allocation for global portfolios ignore taxation. Yes, Canada’s economy is small, on the global level. However, for Canadian residents who are subject to Canadian taxes, buying into Canadian equities is not just a matter of “perceived security” or even currency hedging. There is a matter of preferrential treatment of Canadian dividends from the taxation perspective. If you’re interested in dividend income, it makes a lot of sense to greatly overweight Canada vs foreign equity (foreign dividends are taxed at your marginal rates).

While the taxation may not tilt your opinion about asset allocation (I don’t have a lot in Canada, but I don’t care all that much about dividends yet), but this is something that investors need to be aware of.

]]> By: questions » Interview with Dan Solin http://www.canadiancapitalist.com/interview-with-dan-solin/#comment-27730 questions » Interview with Dan Solin Mon, 09 Apr 2007 13:56:49 +0000 http://www.canadiancapitalist.com/2007/04/08/interview-with-dan-solin#comment-27730 [...] unknown wrote an interesting post today onHere’s a quick excerptI recently conducted the following interview with the author of The Smartest Investment Book You’ll Ever Read (read review):. Can you give us a little bit of personal background on how you became convinced that it is extremely difficult … [...] [...] unknown wrote an interesting post today onHere’s a quick excerptI recently conducted the following interview with the author of The Smartest Investment Book You’ll Ever Read (read review):. Can you give us a little bit of personal background on how you became convinced that it is extremely difficult … [...]

]]> By: Canadian Capitalist http://www.canadiancapitalist.com/interview-with-dan-solin/#comment-27632 Canadian Capitalist Mon, 09 Apr 2007 03:32:42 +0000 http://www.canadiancapitalist.com/2007/04/08/interview-with-dan-solin#comment-27632 Mike: Currency fluctuations are not an issue with the Smartest Portfolios because both XSP and XIN are now hedged. Also, the 10% figure applies to the equity component. i.e. if 80% of allocation is to equities, then 8% (10% of 80) is allocated to Canadian equities. Mike: Currency fluctuations are not an issue with the Smartest Portfolios because both XSP and XIN are now hedged. Also, the 10% figure applies to the equity component. i.e. if 80% of allocation is to equities, then 8% (10% of 80) is allocated to Canadian equities.

]]> By: Mike http://www.canadiancapitalist.com/interview-with-dan-solin/#comment-27629 Mike Mon, 09 Apr 2007 03:07:26 +0000 http://www.canadiancapitalist.com/2007/04/08/interview-with-dan-solin#comment-27629 Interesting review. I guess one of the issues I would have with only have 10% of equities in Canada would be the currency risk. I suppose if I were approaching retirement then I might have more bonds which would likely be in Cdn$ but I still might want a higher Cdn equity portion in that scenario. If you are younger then the currency risk might not matter as much. Interesting review. I guess one of the issues I would have with only have 10% of equities in Canada would be the currency risk. I suppose if I were approaching retirement then I might have more bonds which would likely be in Cdn$ but I still might want a higher Cdn equity portion in that scenario. If you are younger then the currency risk might not matter as much.

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