My kids RESP has been in the managed WS account for the past 10 years. Given the time horizon, I requested the all equity risk portfolio 11.
Now that CAGE exists, it’s interesting to see how the WS managed portfolios is pretty close, including GSWO as their factor ETF.
Fees are 0.40% with WS and 0.28% for CAGE.
Was this tied to July 1/4 or something else? It's weird.
I know the smart thing to do is lump sum into CAGE despite the market being high, but its difficult psychologically. I dont want to suddenly lose a big portion of it. How do i get past this psychological barrier?
Can someone help me understand what’s happening? I haven’t done any trading within this timeframe and yet it shows I’m down 0.75% when I literally have only 2 holdings and they both have performed better than -0.75% so how is possible that my overall portfolio went down this much?
This is the same when I sorted for 1 day yesterday and so far today as well it’s not tracking?? What’s happening?
Hello, has anyone received their dividend for CAGE yet? How does the dividend payout distribution typically work, as I’m a relatively new investor.
Thx!
For those who want more details about how Avantis handles IPOs, their monthly field guide might be worth a read. It also includes a Equity composition breakdown of CAGE.
Started investing back in April. Feels like a good choice to choose Cage with such a long time horizon. Need to lose money on stocks before I go 100% 😭.
Just doing the necessary post for days where we have like today.
Today is going to be an absolute bloodbath in the markets
Just remember why we all do this and stay the course no reason to check your app today if you are somebody that panics.
End of public service announcement!
Does anyone know why CAGE keeps having random pops at market open or close ?
For example, today, it popped right before close
I’m 28yo and recently shifted all my investments into CAGE (all of which are in registered accounts). Obviously I’ve got a long time horizon so I’m not stressing about it too much but was curious to hear from members of the community how their asset allocation changes over time getting closer to retirement?
When would you add some other less risky broad market index funds? When would you add bonds if any?
Thanks!