Utilize this easy-to-use app to save time, learn how to diversify your portfolio and reduce investment fees. Smarter investing is within reach for all. Our mission is to make investing a viable option for people to achieve their financial goals. Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” In this vein, I have created apps to solve financial problems that almost every human will encounter. Your biggest enemy is high fees. By making a one-time purchase of these inexpensive apps, you’ll have the recommendations of a financial planner for the rest of your life. When you manage your investments with an online brokerage, your savings will be dramatic.
These apps can be a useful tool for both experienced and novice investors. Once your account is set up and funded, you can start exploring the investment options available on the app. Use the investment app to build your portfolio by selecting investments that align with your investment goals, risk tolerance and investment horizon. It’s important to keep an eye on your portfolio and make adjustments as needed. Stick to your long-term investment plan, especially amid market volatility.
An ETF Portfolio Builder for Canadians
For investors wanting to build an ETF portfolio, the construction work just got easier. InvestCAN is an ETF portfolio builder that can help investors learn how to start constructing a diversified portfolio with just ETFs. With hundreds of affordable Canadian ETFs covering all sectors, investors can create a complete investment portfolio using only ETFs. This tool is for newer investors looking to build an ETF Portfolio. The platform offers multiple customization choices tailored to individual preferences and ethical considerations, and provides the individual ETFs it selects according to your input. To execute your portfolio, you need to choose an ETF for each asset class, and purchase the ETFs through your broker. Customize a personal retirement portfolio. Managing your investments provides a valuable learning experience, allowing you to deepen your understanding of financial markets, investment strategies, and risk management techniques.
- Assesses Risk Tolerance: Selects equities to fixed income balance
- Determines Asset Mix: Build a risk-adjusted retirement portfolio
- Recommends Investments: Buy exchange-traded funds (ETFs)
Strategies for Your Personalized Goals
Ensure your asset allocation recommendation is in line with your investment timeline and risk tolerance. With careful planning, you can make sure your money outlasts you. Careful portfolio analysis is necessary to ensure that you have the correct asset allocation according to your objectives and risk tolerance. A portfolio mix can be determined to provide the highest possible probability of achieving a desired long-term rate of return while at the same time minimizing short-term financial risks. Affordable and accessible, for every facet of life. No more fees based on how much you invest.
ZID: BMO MSCI India ESG Leaders Equity Index ETF
The BMO MSCI India ESG Leaders Equity Index ETF (ZID) has been designed to replicate, to the extent possible, the performance of the MSCI India ESG Leaders Index. The ETF invests in Indian companies that have higher MSCI ESG ratings than their peers. The ETF invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index.
- Designed for investors looking to align their values with their investments
- Designed for investors looking for growth solutions
- Exposure to diversified Indian equities
ZLB: BMO Low Volatility Canadian Equity ETF
BMO Low Volatility Canadian Equity ETF (ZLB) has been designed to provide exposure to a low beta-weighted portfolio of Canadian stocks. Beta measures the security’s sensitivity to market movements. The ETF utilizes a rules-based methodology to build a portfolio of less market-sensitive stocks from a universe of Canadian large-cap stocks. The underlying portfolio is rebalanced in May and reconstituted in November.
- Holdings consist of Canadian equities with lower volatility than the market
- Designed for investors looking for growth solutions
- Exposure to diversified Canadian equities
