Building Wealth And Being Happy

A Practical Guide To Financial Independence

Tag: investing

Currency Risk And Home Country Bias

I’m getting a lot of questions about asset allocation and the percentage of your equities (stocks) you should allocate to your home country. This is a much bigger question for those of us who live outside of the world’s largest economy but still want to be heavily invested in it. With that in mind, I’m posting an excerpt on currency risk from my book. This is a controversial topic so […]

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Norbit’s Gambit – An Investment Fee Lowering Technique

In Building Wealth And Being Happy: A Practical Guide To Financial Independence, we discussed how even the smallest of investment fees can have a large, expensive impact on your portfolio. Management expense ratios (MER), made up of both operational and administrative fees, are even higher in Canada than they are south of the border. For this reason, many Canadians who are striving for fee-optimal portfolios use a strategy called Norbit’s […]

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