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Time Weighted vs Money Weighted Return: What is the Difference?
When reviewing portfolio performance, investors often encounter two different return figures: Time Weighted Return and Money Weighted Return. These metrics can tell different stories about ...
July 29, 2025
Resource
Pay Down Mortgage or Invest? – Which Strategy is Better for Canadian Homeowners
Pay Down Debt or Invest Calculator Many Canadians who secured low mortgage rates during the pandemic are now facing higher monthly payments, as they renew ...
March 26, 2025
Resource
Preferred Shares: Enhancing A Portfolio’s Fixed-Income Investments
What are Preferred Shares? Companies raise capital primarily through common equity offerings (stocks) and debt offerings (bonds). Preferred share offerings, however, provide companies with another ...
March 14, 2025
Resource
Return of Capital: Is the Distribution Yield Too Good to Be True?
When evaluating an investment fund or certain securities, the distribution yield is a metric for investors seeking to understand the return potential they can expect ...
February 28, 2025
Newsletter
American Exceptionalism
Last month, a massive $140 billion flowed into US equity funds as investors embraced the re-election of Donald Trump. This “Trump trade” was driven by ...
December 24, 2024