CFO Financial Independence Hub; author Findependence Day, Columnist at @MoneySense. Semi-retired. @JonChevreau@mstdn.ca. Also on Threads & Bluesky.
North America
Joined February 2009
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Jonathan Chevreau retweeted
Those folks don't know any better and are getting ripped off by mutual fund salespeople. A proper risk assessment is probably not executed. Most aware self-directed investors are comfortable with risk at all-equity or balanced growth models.
Jonathan Chevreau retweeted
Yes and not to mention how many are paying 2.5 %MER in Mutual Funds 🫣😱
That's a big drag over enough time.
Jonathan Chevreau retweeted
Most average investors are not comfortable with 100% equity portfolios. Which is why a significant percentage of investments in Canada are held in TD Balanced, RBC Balanced, Scotia Balanced, etc
Jonathan Chevreau retweeted
There's only about 35000 TFSA accounts over 200k. If you maxed the 109k and have more than 300k you did better than 10% IRR.
Over 300k is pretty rare out of 19 million people with TFSAs. Significant risk taking required to achieve.
Jonathan Chevreau retweeted
Not significant risk. This is just buying the global market, but you need a higher risk tolerance for sure. It demonstrates perhaps why most should XEQT and chill.
Sirens on the horizon: @BMO on Asset Allocation shifts given AI trade, higher bond yields and other risks (latest from Findependence Hub) findependencehub.com/sirens-…
I-bonds
How to use I-bonds to create guaranteed, inflation-proof income in retirement trib.al/mDQdInY
Jonathan Chevreau retweeted
It's important to benchmark. How much is in your TFSA? Here's the numbers for maxed TSX and maxed global equities ...
TFSA benchmarking. @MarkMcGrathCFP @JonChevreau @StockTrades_CA The total in the TFSA holding XIU from the start of 2009 to the end of 2025 was $285,000. Investing in XWD within a TFSA over the 2009 to 2025 period generated more than $340,000 (the heavy weighting and strong gains of U.S. stocks in XWD most likely explain why it surpassed XIU). via @globeandmail
Jonathan Chevreau retweeted
📢#RegisterNow bit.ly/4lwuuIc to hear Hazel Doyle @KLGates & Stefan Kuhn, Fidelity International, discuss "The Evolution of Active ETFs in Europe and Beyond" at the 7th Annual @etfgi Global #ETFs Insights Summit - Europe & Africa, on Nov 19th and 20th.
ANT valuation may be second only to SpaceX
At an anticipated valuation in the $1.8 to $2.0 trillion range, Anthropic would rank second only to SpaceX as the largest market debut of all time. bit.ly/4BvDxRp
Jonathan Chevreau retweeted
$META's $25B stock sale draws 5x demand.
The offering was priced at $625 per share.
More than half the shares were allocated to long-only and existing investors, while the 15 largest allocations accounted for roughly 70% of the deal.
Jonathan Chevreau retweeted
Microsoft earnings will look funky — but an elusive number is finally arriving trib.al/CKCVvx2
TSX opens higher on mining boost, energy shares fall - reuters.com/business/tsx-fut…
US indexes rise at open
Dow, Nasdaq, S&P 500 open higher as oil prices fall and chip stocks bounce trib.al/GyvT847
Jonathan Chevreau retweeted
Did Anthropic just destroy the AI bear case? 🤔
@BrianSozzi breaks it down. 👇
Cut through the noise with Brian Sozzi every day at 9:30 a.m. ET on Yahoo Finance.
Jonathan Chevreau retweeted
DoorDash stock reacts on report that it wants to buy Instacart go.f-st.co/xrHgTTJ
Jonathan Chevreau retweeted
Another bump up in housing prices in August … FHFA House Price Index +0.3% m/m vs. +0.2% est. & +0.2% prior; up +2.4% from a year ago
Jonathan Chevreau retweeted
The S&P 500 is boxed between support near 7,600 and resistance near 7,800.
$SPY charting action.
