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Headline image for Will rising rates crush my portfolio and other questions nervous investors are asking right now

Will rising rates crush my portfolio and other questions nervous investors are asking right now

Our company, since inception in 2012, has now answered more than 124,000 customer investment questions. Once a year or so, we highlight some of the popular questions and concerns in this column. With stock markets suddenly not-so-friendly anymore, investors have become a little worried, and this is reflected daily in our question and answer feature. Let’s look at five issues customers have brought up recently:

Should I sell all my bonds?

Most investors know that bond prices decline when interest rates rise. With the recent rate scare — 10-year yields at 1.5 per cent. Yikes! (Just kidding) — many investors are wondering why they hold any bonds at all. We think this thinking needs to stop. First, bonds are not in your portfolio to make capital gains — they are there to provide balance and regular income. Second, as we’ve noticed this week, the fear of higher rates can hurt the stock market at times, also. Go

5i Mar 09, 2021
Headline image for Why ETFs are great - even for DIY Investors

Why ETFs are great - even for DIY Investors

While ETFs are often viewed as an investment tool only for passive investors who are fine having their portfolio “do what the market does”, I would argue ETFs can be used for much more than. In this post I’m going to share why I think ETFs are a great investing tool, not only for passive investors, but also for active investors.

Moez Mar 02, 2021
Headline image for February Chart Attack - Synopsis

February Chart Attack - Synopsis

With another quarter of Chart Attack sent to inboxes (you can sign up to the free email list for Chart Attack here), we want to take some time to highlight some charts that jump out at us compared to the prior quarter.

Ryan Feb 23, 2021