Looking For Expat Canadian Wanting Stable Returns
by andrew hallam · Published · Updated
I’m looking for a Canadian expat who likes the idea of a portfolio that has gained nearly 10% per year over the past 40 years, with its worst performing year (1981) dropping just 4.9%.
If I can write a paragraph about you before introducing this portfolio in my Global Expat’s Guide To Investing book, that would be great. It would read something like this:
Lisa Golding, originally from Halifax, has worked as an Air Asia pilot for the past 10 years. “I don’t feel comfortable seeing my hard earned money gyrating wildly with the stock market,” she says. Fortunately, there’s an alternative for the 48 year old mother of three, who also wants to see her money grow….
At this point, I would introduce the portfolio itself. If interested in the strategy, you can read about it in an article I wrote for the Globe and Mail here.
All I need is about half a paragraph about you, similar to the sample above.
Please let me know if you can be my real life introduction to the portfolio in the book.
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- Andrew Hallam Sep 29, 1:30 PM
Hi Mark, Maintaining about 40% in VSB would give you a sweet spot: stability but not enough bonds to hinder overall growth. That's my personal...
- Andrew Hallam Sep 29, 1:26 PM
Hi Justin, I'm unsure what you are asking. Are the indexes that they would buy domiciled in the U.S.? If not, then great. If so,...
- Justin Tang Sep 29, 10:54 AM
Hi Andrew, I managed to find an IFA in Singapore that builds portfolios using low cost index funds from Vanguard and Dimensional. They are Providend...
- Mark Sep 29, 5:47 AM
Hi Andrew, Thank you so much for your reply. Yes you are right, I have predominantly been very cautious about how the stock and generally...
- Mr. Adames Sep 27, 9:16 PM
I cant believe some of things I have read here. The guy passing the Series 7 with an 80% only studying for two weeks is...
- Patrick Sep 27, 6:54 PM
Beautiful stuff Andrew. Thanks a million. I'll be sure to have this response ready. Cheers Patrick
- Andrew Hallam Sep 27, 3:24 PM
Hi Patrick, The answer lies in the Stanford published paper by Nobel Prize winner, William F. Sharpe. It's called the Arithmetic of Active Management. If...
- Patrick Sep 27, 1:19 PM
Hi again Andrew I had an interesting challenge the other day. As a Couch Potato convert I've managed to convince a few people to pull...
- Kelly Wilson Sep 25, 9:08 PM
Hi Andrew, I am an Aussie expat who set up a brokerage account with DBS Vickers a few years ago based on the knowledge I...
- Sep 24, 11:33 PM
Andrew, These investment firms for international expats sound usurious! I mean, who takes 4% fees these days?!! At a time when we are optimizing portfolio...
- Ben Sep 24, 11:03 PM
I've been with Interactive Brokers for almost a year and its been wonderful. Learning their trading platform isn't hard if you watch the tutorial and...
- Kajorn Sep 24, 5:47 PM
THAILAND PP Hello Andrew know you are busy please could you suggest on my earlier post i would really welcome your or other index investor...
- Karl Wilcox Sep 24, 5:07 PM
Hi Andrew In Millionaire Teacher you talk about the epiphany that you had when you met the mechanic who told you about compound interest and...
- Andrew Hallam Sep 24, 4:44 AM
I recommend a short term bond market index, something like VSB. It will beat inflation over time, no matter what happens to bond prices because...
- Conservative Investor Sep 24, 1:33 AM
Andrew, I read Millionaire teacher in 2012 and was hooked. It made sense to me on every level. I immediately switched to a 60/40 equity/bond...
- Rob Sep 23, 7:03 PM
I am a British expat in Dubai and am definitely only looking at passive investments so in this case index funds. Thanks very much
- Rob Sep 23, 3:55 PM
Oh and that would be 1 ETF per transaction in order to reduce costs??
- Andrew Hallam Sep 23, 2:51 PM
Hi Rob, Which mutual funds are you referring to? What's your nationality? The answer depends on these two factors. Even an index mutual fund will...
- Rob Sep 23, 2:50 PM
Great, thank you. Just difficult to judge how much you need to invest so the fees don't have a to much of a negative impact.
- Rob Sep 23, 2:44 PM
Hi Andrew, where would say the cut off would be to make it more cost effective to place regular savings into the mutual fund rather...
- Andrew Hallam Sep 23, 2:01 PM
Hi JT, I believe that my latest article will answer your question. You can contact either Robert Wasilewski or Mark Zoril. Here's that post: https://assetbuilder.com/knowledge-center/articles/interactive-brokers-allows-us-expats-to-invest-with-index-funds...
- Andrew Hallam Sep 23, 1:58 PM
Hi Mark, Most investors don't do well because they look for how a "policy de jour" or a "current political climate" will affect stocks or...
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