Canadian Capital News:

How to Painlessly Transfer your Account from one Broker to Another

February 5, 2014

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If you have just opened a trading account with a new discount broker or you have accounts in different places and want to consolidate, you’ll need to transfer your holdings between brokers. In this post, I have put together a detailed checklist on what you have to do to make this process as painless as possible.

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Sleepy Mini Portfolio Q4-2013 Update

January 28, 2014

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The Sleepy Mini Portfolio was launched in September 2007 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. I have personally implemented this portfolio for our kids’ RESPs (as have others) and if you want a more sophisticated portfolio you may to check out the Sleepy ETF Portfolio.

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Performance of Currency-Neutral S&P 500 Index Funds

January 19, 2014

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Many investors would like to get exposure to US stocks in their portfolio even if they believe that the US dollar is in a secular decline against other major currencies. In theory, currency-neutral funds appear to offer the best of both worlds: exposure to one of the world’s most dynamic stock markets without the baggage of the risk of a depreciating currency. However, if you look at the eight year performance history of currency-neutral funds since they were first introduced in 2006, a different reality emerges.

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