I have approximately 1/3 of my investments in US and 2/3 in CAD. I’m going to start transferring funds from my financial adviser to my iTrade portfolio, starting with my US stock. I have some questions:
Monday Morning Millionaire Program Answer:
Since you are new to the Monday Morning Millionaire Program, if you read or re-read HABITS OF HIGHLY EFFECTIVE INVESTORS, you will understand the reasoning behind our answers.
Eliminating foreign content restrictions in registered portfolios was one of the greatest gifts Canadian investors have had from their government. Since the crash of 2008/2009, the Canadian market has gone exactly nowhere. During the same period, the S&P 500 has risen an incredible 400% until the reversal of late 2018!