TheAnswerIs.ca

Investor Updates

TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q2 2024)

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016, to June 30, 2024 was 90.19%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was 88.11%.

The annualized return for the TheAnswerIs.ca Model Portfolio for the 7.68 years since inception was 8.73%.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q4 2023)

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016, to December 31, 2023 was 74.79%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was 75.95%.

The annualized return for the TheAnswerIs.ca Model Portfolio for the 7.18 years since inception was 8.17%.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q2 2023)

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016, to June 30, 2023 was 68.27%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was 67.24%.

The annualized return for the TheAnswerIs.ca Model Portfolio for the 6.67 years since inception was 8.11%.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q4 2022)

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016, to December 31, 2022 was 53.86%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was 57.48%. The recent Canadian TSX outperformance is largely due to Canada’s heavy weighting in oil & gas, as well as mining stocks.

The annualized return for the TheAnswerIs.ca Model Portfolio for the 6.18 years since inception was 7.22%.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q2 2022)

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016, to June 30, 2022 was 52.15%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was coincidentally also 52.15%.

The annualized return for the TheAnswerIs.ca Model Portfolio for the 5.68 years since inception was 7.67%.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q4 2021)

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016, to December 31, 2021 of 72.36%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, is 67.71%. TheAnswerIs.ca Model Portfolio return is higher than the TSX return, due to its broader economic sector diversification.

The annualized return for the TheAnswerIs.ca Model Portfolio for the 5.18 years since inception is 11.08% per year.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q2 2021)

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016, to June 30, 2021 of 63.62.%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, is 58.16%. TheAnswerIs.ca Model Portfolio return is higher than the TSX return due to its broader economic sector diversification.

The annualized return for the TheAnswerIs.ca Model Portfolio for the 4.68 years since inception is 11.09% per year.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q4 2020)

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016, to December 31, 2020 of 42.36%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was 32.77%. The Model Portfolio return is significantly higher than the TSX due to broader economic sector diversification.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q2 2020)

The roller coaster ride continues….hang tight.

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016 to June 30, 2020 of positive 23.64%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was positive 16.63%. The Model Portfolio return is higher than the TSX due to broader economic sector diversification.


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March 18, 2020 - Fancy Socks and a Declining Stock Market

I bought a fancy pair of “Bugatchi” socks on sale last week for a special occasion coming up. Well not surprisingly, the occasion was cancelled, but I still remember how happy I was getting my fancy socks on sale at a 48% savings.

I am now applying the same "head space" to the ETF and stocks purchases I made last week.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q4 2019)

TheAnswerIs.ca Inc. announces a total return for the Model Portfolio from inception October 26, 2016 to December 31, 2019 of 30.35%.

The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was 25.57%. The Model Portfolio return is higher than the TSX due to broader economic sector diversification.

The annualized return for the TheAnswerIs.ca model portfolio for the 3.18 years since inception was 9.43%.


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A letter to my three daughters

Mom and I are going on an African Safari. If we get eaten by lions, this letter will convey all you need to know about personal finance in three pages. And oh yeah…please feed the dog.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q2 2019)

TheAnswerIs.ca Inc. announces a total return for the model portfolio from inception October 26, 2016 to June 30, 2019 of 24.72%. The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was 19.35%. The annualized return for the TheAnswerIs.ca model portfolio for the 2 years and 8 months was 8.59%.


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I think I can, I think I can

Lessons from the African Animal Kingdom. Perseverance pays off. Just like with long-term investing.

Now the little ones can eat the leaves!

Video is 32 seconds.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q1 2019)

TheAnswerIs.ca Inc. announces a total return for the model portfolio from inception October 26, 2016 to March 31, 2019 of 21.94%, up by 13.25% over the last 3 months. The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was 16.34%. The annualized return for the TheAnswerIs.ca model portfolio for the 2 years and 5 months was 8.51%.

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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q4 2018)

TheAnswerIs.ca announces the total return for the model portfolio from inception October 21, 2016 to December 31, 2018 is 7.67%. The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, is 1.67%. The annualized return for the TheAnswerIs.ca model portfolio for the 2.2 years since inception is 3.43%.

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TheAnswerIs.ca - Second Anniversary Update

TheAnswerIs.ca announces the total return for the model portfolio from inception October 21, 2016 to October 21, 2018 is 14.78%. This total return is down almost 5% since the Q3 2018 model portfolio update on September 30, 2018, only 3 weeks ago. A very good reminder of the volatility of stock markets.


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TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q3 2018)

The Total Return for TheAnswerIs.ca announces the total return for the model portfolio from inception October 2016 to September 30, 2018 is 19.51%. The corresponding total return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, is 14.00%.

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TheAnswerIs.ca announces the Total Return for the model portfolio from inception October 2016 to June 30, 2018 was 17.67%.

The corresponding Total Return for the Toronto Stock Exchange (TSX), as represented by the ETF XIC, was 14.63%.

  Are you Ready to Invest?  

Read how David Jenkins and Dr. Radha Maharaj propose to enhance investor protection on the Ontario Securities Commission (OSC) website:

http://www.osc.gov.on.ca/en/57010.htm

  Download Here  



Thank you to the following businesses for providing TheAnswerIs.ca an opportunity to share the aptitude or head space required for successful investing:


Altus Group
Avison Young
CareGo Tek
CBRE
Colliers International
Cresa Toronto
Info-Tech Research
Infrastructure Ontario
Seradex

Investing doesn't have to be complex or time consuming.

Find out more with TheAnswerIs.ca free interactive presentations.


TheAnswerIs.ca Inc. Model Portfolio Performance Update (Q4 2017)

TheAnswerIs.ca Inc. model portfolio had a total return of 16.53% (compared to a TSX total return of 11.98%), for the period since inception October 21, 2016 to December 31, 2017.

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Stocks are near all-time highs - is now a good time to invest?

Rob Carrick, Personal Finance writer at the Globe & Mail, steers his daily newsletter readers to www.theansweris.ca  "A reasonable compromise strategy is proposed by an educational investing website: Invest money you have at hand gradually, not all at once. I’d probably use a tighter timeline than is proposed here."

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Bright, young, thoughtful and inquisitive minds. Our future is in good hands!

On August 1, 2017, TheAnswerIs.ca had the opportunity to present to 80 Federal Government Summer Leadership Program (SLP) interns in Ottawa. The SLP gives young people from across the country vital job experience in the Prime Minister's Office, Parliamentary and Ministers' offices, and the Liberal Research Bureau.

TheAnswerIs.ca Portfolio Performance (Q2 2017)

TheAnswerIs.ca portfolio performance update is for the period from inception on October 21, 2016, to June 30, 2017. Future updates will be provided every three months.

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TheAnswerIs.ca offers long-term investment guidance in exchange for a charitable donation instead of advisor fees

Toronto, On, December 7th, 2016 – Toronto real estate executive, entrepreneur and long-time investor David Jenkins, HBA, ICD.D, has just launched TheAnswerIs.ca, a non-profit website to simplify the complex world of investing to give people – especially millennials with long time horizons – the knowledge, aptitude and confidence to invest successfully.

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