Part 2 of 4: What I did – Roboadvisors

Roboadvisors are digital platforms that emulate the role of a traditional fund manager but without the actual human. They replace traditional fund managers by using automated and algorithm-driven portfolios to scale and thereby are able to offer comparatively lower fees than their human counterparts.  Minimum cost, maximum exposure In recent years, roboadvisors have been gaining […]

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Part 1 of 4: What I did – Regular Savings Plans (RSPs)

With a plethora of investment vehicles out there, I wasn’t quite sure what to invest in. So I did a little exercise to explore potential options:  With a clearer idea of where my funds could be deployed, I looked for available service offerings for each of those products. I will be sharing about what I […]

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Determining my asset allocation

Once I identified my goals and purpose for investing, I set about creating an investment plan that met my needs. One of the first things I did was to determine an asset allocation for my portfolio. I was able to do so by answering two simple questions: #1: What is my risk profile? Our risk […]

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