Index Investing

The evidence and theory make one thing clear. Total-market stock and bond index funds maximize returns for a given level of risk.

Due to their low cost and diversification, total market stock and bond index funds beat over 80% of actively managed mutual funds (see data).

Understand the evidence and theory in support of index investing.

People who build wealth successfully invest in a stock/bond mix that is aligned with their unique risk tolerance.

An ultimate guide for investing in stock and bond index funds for Canadians.

Index Investing: Critical Concepts

Understand the efficient market hypothesis to see why it's so hard to beat the market.

Learn how diversification reduces risk without sacrificing returns.

Learn about the risk associated with a diversified (index) portfolio stocks, bonds and cash.

For someone who starts investing at age 18, it’s reasonable to grow a $2,800,000 TFSA by age 60. Read to learn how.

Jake May 6, 2023 May 13, 2023

By reducing fees skimmed off by the financial service sector, an index fund can save investors $1,000,000+ over a 40-year investment lifetime.

Jake April 9, 2023 May 3, 2023

With over 8,000 ETFs, it can be confusing to differentiate between index funds. Learn how to measure how diverse and “passive” an index fund is.

Jake April 1, 2023 April 4, 2023

Learn about the Canadian stock market’s historical returns and the impact of reinvested dividends.

Jake March 25, 2023 April 2, 2023

Learn how to put index investing on autopilot with automatic distribution reinvestment.

Jake December 18, 2022 March 5, 2023

Fund fees can cost you hundreds of thousands of dollars over an investing lifetime. Learn how to reduce fund fees.

Jake November 20, 2022 April 9, 2023