How smart is your investment portfolio?

How much does your portfolio lose each year to fees?

Wealthsimple found that the majority of investors are paying too much in fees.

Wealthsimple rule5
Wealthsimple rule1
Is your portfolio working to minimize your taxes?

You can take advantage of market volatility to reduce your taxes while continuing to track market returns by selling investments that have declined in value and replacing them with highly correlated assets.

Do you drown out the noise when the markets move?

It's common for investors to get greedy when markets are up, and scared when they're down. A better investment strategy is to ignore the day-to-day, and to live your life.

Wealthsimple rule3
Wealthsimple rule2
Is your portfolio well diversified?

Poor diversification could diminish your portfolio's risk-adjusted return. Diversifying across international markets could offer higher risk-adjusted returns over the long term.