2019 was a huge year, and 2020 is nearly back to where we were in Feb 2020. I don’t see those stellar mkt returns in my portfolio. Does anyone have “apples to apples” return comparison? I am not interested in cumulative return. Looking for annualised total return. Thank you. ...
Wealthsimple 2020 performance The following table lists Wealthsimple’s performance for the 12 months to 31 March 2020 versus its peer group Strategy Wealthsimple return Peer group Difference Growth portfolio 90% equity strategy -11.98% -9.65% -2.33% Balanced portfolio 60% equity -6.75% -7.71% 0.96...
“Our approach to tax loss harvesting is simple. Any time one of the eligible ETF positions in a client account falls 7 percent below the amount that was paid for it, we will sell the position to realize the capital loss for tax purposes,” said Tempelmeyer. They take the proceeds of t...
Return on equity (expressed as a percentage) = net income / average shareholder’s equity In this formula, net income refers to the amount of income a company generates for a given period, after all expenses have been deducted. Shareholder’s equity, as you’ll recall, refers to the market...