Posts filtered by tags: Investing[x]


Irish ETFs: post-Brexit CDI switch

K now the difference between a CDI, CREST, and a SNAFU? Ever paid much attention to how your investment platform settles your buys and sells? Or are you a fan of keeping investing simple, and hence you sensibly avoid all that wonky jargon? Good for you – but occasionally investing will throw you a curve ball. I spy a CDI Monevator reader Jamie wrote to ask us if he’s liable for additional charges on Irish domiciled ETFs, post-Brexit. The question arose because of an email Jamie received from...
Tags: Investing, Passive investing, Brexit, ETFs, Exchange Traded Funds

How Should Christians Invest? 3 Barriers To Becoming A “Talented” Investor

How should Christians invest in the stock market, and what are some barriers to becoming a proficient investor as a follower of Christ? The post How Should Christians Invest? 3 Barriers To Becoming A “Talented” Investor appeared first on Bible Money Matters and was written by Contributing Author. Copyright © Bible Money Matters - please visit for more great content.
Tags: Marketing, Investing, Christianity, Christ, Bible Verse

Lars Kroijer on…dividend stocks, emerging and small cap trackers, and cash

I am super happy to welcome back Lars Kroijer for another investing Q&A. This is a collaboration between Monevator and Lars’ own YouTube channel. All the questions below come from Monevator readers. As before, Lars’ answers in both video and edited transcripts. Note: embedded videos are not always displayed by email browsers. If you’re a Monevator email subscriber and you can’t see three videos below, please head to our website to view this Q&A with Lars Kroijer. What’s the case against divid...
Tags: Video, Marketing, US, Investing, Venezuela, Ray, Lars, Other sites, Monevator, Lars Kroijer, Kroijer, Video-answers, US Think Google Facebook Apple

How to Buy Bitcoin in 2021

Alright. I finally broke down and bought into Bitcoin earlier in the year. My journey into cryptocurrencies was far from smooth. I’m now speculating the cryptocurrency through direct ownership using Coinbase Pro and through the Grayscale Bitcoin Trust (GBTC), and I can confidently say that I now know how to speculate in the space reasonably well. My Initial Problem with Coinbase At first, I wanted to buy bitcoins directly through Coinbase but then I ran into an issue with their ID verificatio...
Tags: UK, Marketing, Investing, Paypal, Bitcoin, Square, Ira, Robinhood, Coinbase, Bitcoins, Chainalysis, GBTC, Coinbase Pro, Specifically Square

Titan Invest Review: A Portfolio That Aims To Outperform For The Long Term

Titan Invest provides many of the benefits of sophisticated hedge fund investing, without the high fees and six-figure minimum investment. Here's a review. The post Titan Invest Review: A Portfolio That Aims To Outperform For The Long Term appeared first on Bible Money Matters and was written by Kevin Mercadante. Copyright © Bible Money Matters - please visit for more great content.
Tags: Review, Marketing, Investing, Novideo, Kevin Mercadante, Robo-advisors

Questrade vs Virtual Brokers: 2021 Broker Showdown

This Questrade vs Virtual Brokers 2021 comparison is a battle between Canada’s two lowest cost full-service discount brokerages, and a look at two of my top recommendations for Canadian expats (the other one being Ci Direct, which is a robo advisor).  If you want to check the full range of DIY investing options, I recommend…
Tags: Marketing, Investing, Product Reviews, Canada, General Finance, Index Investing, Canadian Expats

Moomoo App Review: Free Stock Market App And Trading Platform (Earn Free Stocks)

Moomoo is a free stock market app and trading platform that is good for beginners and advanced traders alike. Here's what you can expect. The post Moomoo App Review: Free Stock Market App And Trading Platform (Earn Free Stocks) appeared first on Bible Money Matters and was written by Lorraine Smithills. Copyright © Bible Money Matters - please visit for more great content.
Tags: Apps, Review, Marketing, Investing, Brokerage, Lorraine Smithills

Canadian Undervalued Stocks

As many of you know, I use the dividend investing strategy for the Canadian portion of my portfolio.  To summarize the strategy, I essentially own the largest dividend paying companies that have a history of annually increasing their dividend.  I started building my dividend portfolio many moons ago (around 2008), and it has grown to…
Tags: Marketing, Investing, Portfolio, General Finance, Dividend Investing

Qtrade vs Wealthsimple: Battle for Canadian Investment Accounts

When we’re discussing Qtrade vs Wealthsimple, the question quickly becomes: Are we talking Qtrade vs Wealthsimple Trade or Qtrade vs Wealthsimple Invest? The two offer very different value propositions! If we’re talking a strict battle of discount brokerages, we believe that it’s a no contest.  Qtrade is simply a much better all around brokerage than…
Tags: Marketing, Investing, Product Reviews, Index Investing, Robo Advisor

What are Enterprise Investment Schemes?

M ore and more people are asking me about Enterprise Investment Schemes (EIS) these days. Maybe it’s because the well-off are weller-offer than ever before that these more obscure schemes are hitting their radar. Perhaps it’s the squeezed middle resenting their tax bills. In my personal life, I know it’s a consequence of an infuriating number of my friends joining the mid-seven-figures club on selling businesses.1 At the other end of the spectrum are the patrons of crowdfunding sites like Seed...
Tags: UK, Marketing, Investing, Tax, Hmrc, IHT, VCT, Seedrs, Eis, Wild West, SEIS, VCTs, Venture Capital Trusts VCTs, Enterprise Investment Schemes, Tax Mitigation, EIS Capital

Are Traditional Collectible Cards Still Good Investments?

When I was a kid in the 1980s the cultural and political zeitgeist of the era demanded that Americans became consumers and collectors. Every American kid, especially me, was bombarded with TV commercials for toys, action figures, board games, electronic games, and more. I am amazed at how much I would nag my mother for […] The post Are Traditional Collectible Cards Still Good Investments? appeared first on Personal Finance Advice.
Tags: Personal Finance, Politics, Entertainment, Marketing, Investing, Investment, Making Money, Collecting, Collectible Cards

Dividend Stocks Rock Review 2021

Investing on your own is not an easy task.  From mutual funds to robo advisors and individual stocks, there are a wide range of strategies, information services and trading platforms to choose from.  It can quickly become overwhelming.  This is where the simplicity of dividend investing really shines. I started investing in mutual funds when…
Tags: Featured, Marketing, Investing, Product Reviews, Dividend Investing

How to Build Wealth and Still Have Your $3 Coffee

We all want to be wealthy, however, we’ve been duped into believing that the only way to get there is through savings. We give you some pointers that teach you how to build wealth that extends beyond the savings account and enters the realm of investing and conscious spending. Oh, and did we mention you can still have your $3-a-day coffee?  ______________________________________________________________________________ Remember those finance gurus from a few years ago (can we even say decade...
Tags: Saving, Marketing, Investing, Starbucks, Ira, Irs, Max, Robo, Ramit, VW GTI, Master Your Money, Advanced Personal Finance

Questrade Review 2021 [$50 Promo Offer Code]

Is Questrade Safe & Secure? One of the most common questions that I have gotten in the comments below is: Is investing my money through a Questrade online brokerage account safe? Is Questrade as safe as RBC, TD, CIBC, ScotiaBank, and BMO? – MDJ reader The answer: Yes! Here’s the deal.  Off the top Questrade…
Tags: Featured, Marketing, Investing, Product Reviews, Scotiabank, RESP

The Slow and Steady passive portfolio update: Q1 2021

A year ago, give or take, Covid-19 began to spread across the world like an ink stain. Twelve months of lockdown and one frightening stock market crash later and the Slow & Steady passive portfolio is up 21% in the last year. Surely there’s been a mistake? Although… if the end-of-the-world is not nigh then why is our model portfolio not up 2000% like those crazy non-fungible tokens and digitised fart certificates? It’s because reality is simultaneously more dull yet at the same ti...
Tags: UK, London, Marketing, Global, Investing, Britain, Index Funds, Don, Vanguard, Freddy Krueger, Passive investing, Larry Swedroe, Monevator, SSPU, Vanguard UK Government Bond Index, Asset Allocation

The Road To Sustainable Finance Will Be Long And Thorny

Tariq Fancy – BlackRock’s former Chief Investment Officer of Sustainable Investing – caused an uproar recently when he denounced sustainable investing as just “marketing hype” and “PR spin.” Well, the spin is clearly working, with Morningstar announcing record inflows into sustainable funds in Q4 2020. Financial services firms have a large role to play in […]
Tags: Marketing, Insurance, Investing, Sustainability, Banking, Financial Services, Blackrock, Age Of The Customer, Wealth Management, Morningstar, Sustainable Finance, Tariq Fancy

The secrets of the ISA millionaires

This post on the cult of the ISA millionaires is from our newest contributor, Finumus! Look forward to more unmistakable articles in the months ahead from our latest star signing. O nce again season is upon us – it’s a use-it-or-lose-it allowance with a sell-by date of 5 April – and so all the platforms are trying to attract inflows. This means a stream of puff pieces about how to join the ranks of the ISA millionaires. All these articles are in pretty much the same style. The aut...
Tags: Media, Marketing, Investing, Berkshire Hathaway, Fidelity, Millionaire, Hargreaves Lansdown, Commentary, NFT, Finumus, Finumatic Inc, xkcd Special Purpose Acquisition Company

Passive Income with the E*Trade Fully Paid Lending Program?

An interesting offer landed in my inbox the other day from E*Trade. The email claimed that with just a few clicks, I can agree to let the firm lend out some of the shares I may own now or in the future for an estimated $671 a year in passive income. With the E*TRADE Fully Paid Lending Program, they are basically promising me free money for doing nothing different. Is this too good to be true? What is the program even about? I did a little digging. Securities Lending Isn’t New Borrowing securi...
Tags: Marketing, Investing, Make Money, Vanguard, Securities Income Program

Newbie Investment Mistakes in a Post-Pandemic Market

Learning how to be an investor was never easy to do before the pandemic struck. Most people think they understand investing because of pop-culture TV shows and movies or because they believe in talking head experts on the news. However, the fact is that most Americans don’t understand basic investment principles or how to do […] The post Newbie Investment Mistakes in a Post-Pandemic Market appeared first on Personal Finance Advice.
Tags: Personal Finance, Education, Marketing, Investing, Making Money, Basics Of Investing

BMO Investorline vs Questrade 2021 Broker Showdown

The BMO Investorline vs Questrade 2021 comparison boils down to the best of big bank convenience and brand security versus the lowest fee discount brokerage in Canada. Check out our Ultimate Guide to the best Canadian discount brokerages in 2021 for the full range of DIY online broker options available to Canadian residents, as well…
Tags: Marketing, Investing, Product Reviews, Canada, General Finance, Index Investing, Dividend Investing

What is Passive Income?

You may have heard the term passive income before and asked yourself: “Is this something I could actually do?” By now, you are well aware that living your  Rich Life  is not about just making enough money to last until next Friday: Indeed, you need to start thinking bigger and more long-term. While this could mean  asking for a promotion  (hopefully, with an increase in salary along with it), it could also mean discovering additional or alternative ways to make money. What i...
Tags: Real Estate, Hollywood, Marketing, Investing, Hoa, Aesop, Internal Revenue Service, Ramit, ROTH IRA, YouTube Instagram, Earning More, Master Your Money, Advanced Personal Finance, Bahamas Ramit

What can investors do in the face of low returns?

E xperts have warned us to prepare for low returns from investing for years now. Count me as skeptical about the value of such predictions. You may recall in 2012 the UK regulator dropping a bomb on pension forecasts. The FSA1 told financial providers to project low returns into the future, compared to the higher gains enjoyed in the past. But as I opined at the time: … here we have the regulator rolling up to the scene of the crime not long after the worst decade for equities ...
Tags: UK, London, Marketing, US, Investing, Fca, Bonds, Churchill, Marsh, Curt Cobain, Eva Braun, Credit Suisse Global Investment Yearbook, Expected Returns, Credit Suisse Equity Yearbook, Elroy Dimson, Investment Plan

How Does the Stock Market Work in Canada?

You’ve seen that weird set of scrolling numbers at the bottom of a news screen or heard that people are making money “betting on video game meme stocks” and so you Googled: How does the stock market work in Canada? You’ve come to the right place. First off, we need to understand what a stock…
Tags: Marketing, Investing, Canada, General Finance, Index Investing, Dividend Investing, Robo Advisor

How I lost £436,957 trading Tesla shares

I sold my Tesla shares too soon, for spurious reasons. It’s the biggest single investing mistake I most regret. Anyone who picks stocks or studies active fund performance will know how a few multibaggers can drive the total return. Indeed critics of active funds often point to such out-sized gainers and cry “luck!” But we should see owning multibaggers in our portfolios as a feature, not a bug. A multibagger is a share that goes up by multiples of what you paid for it. For ...
Tags: Apple, Amazon, Facebook, Elon Musk, Marketing, Investing, Tesla, Bitcoin, Reddit, Warren Buffett, Silicon Valley, Asos, Musk, Elon, Lululemon, Dickens

How to automatically donate share dividends to charity

Here’s an elegant way to donate money from share dividends to charity in perpetuity, from Monevator reader Reza. With this guest article neither Reza nor we at Monevator are saying this is the best way for everybody to donate money to charity. But we do love the thinking behind the ‘donation machine’ concept. Over to Reza… W hile reading American Psycho by Bret Easton Ellis, I took a break due to how grim it is. During my break, I began to look into homeless statistics and came across the Cri...
Tags: Charity, Marketing, Investing, Bank, Lloyds, Halifax, Starling, Vanguard, Bret Easton Ellis, Reza, Monevator, Gift Aid, Vanguard Investor, Automated Investing, Vanguard ISA

Nvstr Review: Low-Cost Brokerage With Up To $1000 In Cash And Free Stocks!

Nvstr is a unique investment platform that makes it easy to create diversified portfolios, while getting insight from professional investors. The post Nvstr Review: Low-Cost Brokerage With Up To $1000 In Cash And Free Stocks! appeared first on Bible Money Matters and was written by Lorraine Smithills. Copyright © Bible Money Matters - please visit for more great content.
Tags: Review, Marketing, Investing, Lorraine Smithills

Questrade vs Interactive Brokers

When it comes to the lowest cost Canadian discount brokerage, it usually boils down to Questrade vs Interactive Brokers Canada (or IBKR Canada as it is often shortened to), with one or two other options thrown in.  These two low-cost brokers really tailor their offerings to high volume traders, and clearly shine when it comes…
Tags: Marketing, Investing, Product Reviews, Canada, General Finance, Index Investing, IBKR Canada

Investing in Canadian REITs

Investing in Canadian REITs (Real Estate Investment Trusts) isn’t for everyone, but by the same token, there are many investors who swear by real estate.  I’ve met many who will only invest in real estate, as they want to own real assets that they can see and touch and manage. They don’t trust those crazy…
Tags: Real Estate, Marketing, Investing, General Finance, Dividend Investing, Real Estate Investment Trusts

Make Fewer Things Matter: My Epiphany From Cutting A Pineapple

I don’t do New Year’s Resolutions but I decided to make this my ongoing resolution for the foreseeable future: Make Fewer Things Matter. This dawned on me when I learned how to cut a pineapple. I grew up in a northern climate. Because transportation wasn’t very good back then, pineapples were a rare treat. Whenever I saw them as a kid, they were cut by the purveyors into this delicate spiral shape. I always had two impressions of pineapples: (a) they were expensive; and (b) they were difficul...
Tags: Marketing, Investing, Social Security, Medicare, Warren Buffett, Ira, Roth, HSA, COLA, RMD, Early Retirement, Asset Allocation, Asset Placement, Medicare IRMAA, Social Security Cost of Living Adjustment COLA, Tesla Nikola NIO

Interactive Brokers (IB) Review Canada 2021

Comparing Interactive Brokers to Our #1 Discount Broker: Qtrade Is Interactive Brokers Safe and Secure? It’s Complicated Like other discount brokerages in the Great White North, Interactive Brokers Canada is regulated by the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). BUT – and this is a massive BUT…
Tags: Marketing, Investing, Product Reviews, Canada, General Finance, Index Investing, IB Review Canada

show more filters
February - 2021
March - 2021
April - 2021