Introduction
Learning outcomes
Complete guide to investing SLIDES
Introduction
FREE PREVIEWAsset allocation and holdings (Balanced - age in fixed income)
Fees to December 31, 2021
How fees often work
Rates of return since 2017
Review of website
Introduction
FREE PREVIEWQuestrade Asset allocation and holdings
Questrade purchases and summary of holdings
S3E4 Rebalancing
Returns and fees to December 31, 2021
Rates of return since 2017
Review of website
Introduction
Asset allocation (Auto-balanced)
The purchases and costs
Summary of holdings
Returns and fees to December 31, 2021
How to use the Excel STOCKHISTORY function
Rates of return since August 2018
Review of website
Introduction
Asset allocation and holdings
Summary of holdings
Returns and fees to December 31, 2021
Rates of return since 2017
Demo of robo-advisor (Wealthsimple)
Introduction
Asset allocation (Ultra aggressive - 100% Bank ETF)
The purchase and costs
Summary of holdings
Fees and returns to December 31, 2021
Rates of return since 2017
Review of website and reports
Introduction
Asset allocation (Ultra conservative -100% GICs)
How a GIC ladder works
Summary of holdings
Fees and returns since 2019
Review of website and reports
Demo GIC rate website
Introduction
Asset allocation (Conservative - 100% bond ETF)
The purchases and costs
Summary of holdings
Rates of return since 2017
Review of website and reports
Introduction
Asset allocation (Ultra aggressive - 100% stocks)
The purchases and costs
Summary of holdings
Rates of return since 2017
Review of website and reports
Introduction
Demo of advisor background check
Asset allocation (Aggressive - 100% TD Dividend Growth Fund
The purchase and costs
Summary of holdings
Rates of return since 2017
Review of website and reports
Introduction
Asset allocation (Ultra aggressive - 100% Bitcoin)
The purchase and costs
Rates of return since 2017
Review of website and reports
Introduction
The contest
Introduction
Demo of Morningstar
Demo of Globe Investor
Demo of Yahoo Finance
Conclusion
Quiz for verifiable CPD
