If any readers are
using ShareOwner to maintain an all - ETF portfolio, please post a comment and let us know your thoughts.
If you're thinking about
using ShareOwner's service to build a Couch Potato portfolio, I'll make a couple of suggestions.
Until then, If you've
used ShareOwner, please let us know your thoughts in the comment section.
A great way to
use ShareOwner is to take 20 companies you like that they offer each January and do a bulk purchase of 5 grand split (or whatever you've put away) between those 20... then repeat next year.
Not exact matches
There are many other tactics
shareowners use as levers including, investor statements endorsed by a broad group of institutional investors; direct outreach to other shareholders; proxy voting services; and other investment advisors to gain support for specific shareholder proposals; and, outreach to consumers and the press as a way to draw public attention to an issue or a company.
Last week's post was an overview of Canadian
ShareOwner Investments, a service that allows clients to buy stocks and ETFs
using an innovative trading platform.
Several weeks ago, a reader named Steve wrote to me about
using Canadian
ShareOwner Investments to build a Couch Potato portfolio with exchange - traded funds.
But unlike a discount brokerage,
ShareOwner uses a dollar - based trading platform that enables you to buy and sell small amounts, and to own fractional shares.
i am planning to
use canadian
shareowner to make my etf purchaes..
I'm also considering a
ShareOwner account
using their model portfolio service.
As long as you know what you're getting and how to
use it I think
shareowner is a great option for someone like me that will only be doing a few transactions a year and want to keep costs down.
Securities in your account are protected up to $ 1,000,000 CDN through the brokerages we
use, which are Virtual Brokers, Division of BBS Securities Inc. and Canadian
ShareOwner Investments Inc..