Sentences with phrase «portfolio at a discount brokerage»

Another option is for you to manage the portfolio yourself at a discount brokerage.

Let's say you have a traditional Couch Potato portfolio at a discount brokerage, with 40 % in a bond ETF and 60 % in Canadian, U.S. and international equity ETFs.

Not exact matches

Using a data on the portfolio holdings and trades of a sample of 41,039 individual investors (with demographics) at a large U.S. discount brokerage house during 1991 - 1996, they conclude that: Keep Reading

Using personal characteristics and portfolio / trading data from tens of thousands of individual brokerage accounts at a major U.S. discount broker for the period 1/91-12 / 96, they conclude that:

We recommend setting up an RESP account at your bank's discount brokerage, and then buying low - cost exchange - traded funds or index mutual funds to build an RESP Couch Potato portfolio.

You can buy into these funds just like you would buy any U.S. stock through your broker or online discount brokerage, said James Telfser, an associate portfolio manager at Caldwell Investment Management in Toronto.

He's set up a TFSA at a discount brokerage and makes automatic contributions to a portfolio of low - cost mutual funds.

If you are a big contributor with a small portfolio and are keen (but not superkeen) to save costs then it might make sense to start at a discount brokerage instead of at TD and then switching.

(My book, Findependence Day, is aimed at just these types of investors who want to build low - cost portfolios of ETFs at discount brokerages, but who also value good advice).

However, we suspect that many MoneySense readers are largely self - directed investors who are acutely cost - conscious: perhaps they set up Couch Potato portfolios of ETFs that they buy themselves at a discount brokerage.