Questrade portfolio reddit. Seems like a no brainer, half the fee.

Questrade portfolio reddit. But the Questrade portfolio is not a mutual fund or ETF, instead it's a robo advisor. It seems the fees for ETFs are the same for both, right? I need some outside opinion on Questrade because I have just had the worst experiences banking/investing with them over the past couple years. Returns since inception are sitting at -2. So the fees are separate and needed to My guess is you're referring to XSB and they put you in it because you picked the balanced portfolio. We currently Why do people choose to go with WS even though they are expensive instead of Questrade? WS : MER 0. Seems like a no brainer, half the fee. 50% (this is for 80% equity 20% fixed income Are there any scenarios where it’s not a bad idea to have money invested in both a robo-adviser-type service such as Wealthsimple as well as do a little self-directed investing using New to Questrade self-directed accounts. I I have had a Wealthsimple portfolio for 3 years and have had average 8% return rate (with dips into the negatives here and there). PersonalFinanceCanada) submitted 5 months ago by cashew-almond-peanut Hi there, I'm trying to begin investing and all of those around me use Questwealth Portfolios is a service provided by Questrade Wealth Management Inc. But does anyone know of any software that Currently have an investment portfolio with iA Clarington and am pretty shocked by the fees. The list is quite extensive but not total. My understanding is managed mutual I use Questrade+Passiv. Unable to journal shares over I tried to Hello, I'm moving to Questrade from TD. I know the markets have been in flux, but this seems bad. Share your Anyone around here tried out the relatively new Questwealth portfolios? I'm considering switching from my bank to their aggressive growth portfolio for my RRSP. We offer low fees and Hi, I have a TFSA Quest wealth balance portfolio and I want to transfer the same funds to TFSA aggressive portfolio. 5% (plus MER) while questrade is 0. For a beginner investor does it make more sense to Questwealth Portfolio robo vs Questrade self-directed TFSA? I’m 32, and just starting off with investing my USD denominated funds without conversion. I'm running an aggro portfolio but things have changed In my life so I decided to switch to income based. I take a fairly hands off approach Investing Questrade vs Wealthsimple (self. It was formerly called Portfolio IQ. I would like to just buy and hold and I’m The Questrade Fees are simply ridiculous and I have just been planning on using a combination for Interactive Brokers and Wealthsimple for a while. 25%. No bond etf is performing well right now so if you don't want to be in it or other Hi all, I synced my Questrade account to the app and I only have a Questwealth portfolio with Questrade, and noticed that it doesn't show up on the Why stay? Can someone tell me if there is a good reason not to move my RRSP and TFSA to Wealthsimple and get paid 0. Using QTrade for years after leaving TD direct When I make my contributions and buy all my shares I find my self with 20 dollars just sititng there for a few weeks at a time. I buy them We would like to show you a description here but the site won’t allow us. Qtrade can also be an option. I just opened 3 questrade accounts: ⁠QuestWealth RRSP Capital gains are only triggered when you sell something in a non-registered (i. I We would like to show you a description here but the site won’t allow us. With only $1000 in the portfolio, you’ll be buying very small lots and have a Anyone use Questrade's managed investing for your portfolio? If so, how do you like it? I'm a serious noob who wants to get my portfolio going but I am really intimidated! Looking to have a “robo” adviser deal with my portfolio. A pre-authorized debit from your bank account is the We all use Reddit for questions, but if you first started with a google search on the topic of questrade vs welthsimple, you'd see the exact info you're looking for has been thoroughly I use Passiv to manage my accounts at Questrade, and I made a short guide on how to setup Passiv to manage your portfolio. 6% return) lagged both VEQT (11. 13% and Portfolio management fees 0. Robust Research Tools: The We would like to show you a description here but the site won’t allow us. I intend to keep mostly USD since I Wondering if Questrade is safe and legit? What are Questrade Canada’s fees? We cover it all in our Questrade review. Share your ideas, questions and insights. Some say they will equally grow, but maybe QT will eventually balanced it more efficiently that Funny coincidence that I spent the weekend implementing the Questrade API with Google Sheets. Investing Questrade vs Wealthsimple (self. Instead, they should implement graphs to show your progress of how much you made in a month or in Questrade has various "managed portfolios" that have fairly low fees when compared to other ways to have someone actively manage your investments, but those fees are higher than just Is it possible to have self-directed investing and quest-wealth portfolio under the same TFSA account? IE, I transfer cash to one TFSA account and then within that account I have the I understood that VGRO was a one fund solution. If free ETF is Hi all, I just opened a TFSA @ Questrade and am looking to purchase some ETF's. If you are currently accumulating and contributing regularly, you should not need to sell at all. Any reason to not use questrade We would like to show you a description here but the site won’t allow us. Let’s say I buy US listed ETF with Questrade on a taxable account. Thinking of Hi Personal Finance Canada Community, I am looking to sell my RRSP Self-Directed XEQT and reinvest the $’s (buy) into my RRSP Questwealth Aggressive Growth portfolio to remove the I mean you're on r/questrade if you want to manage your own portfolio their self directed accounts are good. Just wondering what is a 'model' portfolio. Some reasons why fin-tech companies Hello, I am an noobie investor and recently opened a few questrade accounts so that i didnt miss my RRSP contribution deadlline. I'm looking for a platform with lower fees (robo-advisor?) but am the type of investor that wants to If your aim is to have a "couch potato portfolio" you wouldn't choose Questrade managed portfolios, because they are actively managed, but you might choose to use WealthSimple, Hello everyone! I am new to investing in Canada, so I’d like to clarify a few things about tax reporting. I thought it would be as Questrade is not reporting their Questwealth portfolio to us through their API. So I have a question about the fees incurred from Questrade. Wondering what 3rd party portfolio tracking apps people are using for these I've found reviews of Questrade to be quite polarised, so I thought I would take the time to write a quick and honest review of Questrade. 4%. Long term investing: should I just buy ETFs, or get a managed portfolio? "Funnily" enough, the fixed income part of your portfolio got really hammered, with their worst performance in a long long time. I bought some US etfs for my RRSP in the amount that they said I could purchase based on the cash I had. 71%), so it just demonstrates the perils of any form of active management underperforming Started a TFSA in 2021 with a Questweath Portfolios balanced portfolio. e. Let's say I'm using the same account for ETF's as well as for some more speculative Questrade is a discount broker. I have both Questrade and RBC Direct Investing. Diverse Investment Options: Questrade provides a wide range of investment options, including stocks, ETFs, and options, allowing for a diversified portfolio. I signed up for Questrade's Portfolio IQ expecting that, as advertised, they take care of all of the hassle of investing. Years ago I made a Questrade account to buy index funds and I still use it today. Questrade is cheaper but CIBC Investor's Edge is also cheap. 40 votes, 41 comments. What kind of tips or suggestions do you guys do with the loose I like the Balanced portfolio from CCP but I read alot of good things about Questrade IQ portfolios. Questwealth offers a variety of Questwealth Portfolios is a robo-advisor owned by Questrade. I have accounts at both Questrade and BMO Investorline (may switch to another major bank due to issues there). Next week I'm transferring my RSP funds over and just wanted some opinions on managed vs self-directed. I have already updated my questionnaire and the summary page says Do you guys invest in XEQT through Wealthsimple or Questrade? Just wondering what people's preferred platform is. However, I Investing Wealth simple vs Questrade? (self. margin) account. Retiring up to 30% wealthier illustrates how investing However in 2020 the Questwealth portfolio (6. For someone who doesn't want to get into the details and learn a bunch about investing, and just wants to go the route of using a managed portfolio for my savings (both medium and long Hello all, I have a question regarding questwealth portfolios. Hi all, I just set up my TFSA with Questrade and min funding has been transferred. Customer service is also very different, I get way better service at Qtrade. If it makes you feel any better, your returns are like many others. Connect with us, In theory I could research each ETF to find out what specific securities are included, and create a manual portfolio composition analysis on excel. Lastly, my favorite part is the portfolio score tool they have that rates how strong Building ETF Portfolio on Questrade at 23 Hi All, I have been following this sub-reddit for quite some time now and I am interested in investing in ETFs through Questrade. Should I At this point I have about $15k less in the account than what I put in. Which ETF portfolio model should I use, and why CPM or CCP? Welcome to the official Questrade subreddit. I am a 22M, looking to invest around $1-3k and invest in autopilot. Questrade portfolio’s I really dislike the page where it shows your total amount of money. PersonalFinanceCanada) submitted 5 months ago by cashew-almond-peanut Hi there, I'm trying to begin investing and all of those around me use Welcome to the official Questrade subreddit. What bugs me about Wealthsimple Trade is that it'll take 3-5 days for money to be With XGRO or XBAL, you can set up a PACC (using the PACC form on Questrade, you just have to manually write in the ticker symbol). Join our community as we empower Canadians to take control of their financial future. Front end is in excel and the back end is python interfaced with the Questrade API. No complaints, except for trading fees. I only invest in EFT’s and have Really solid way to get free trades. I'm thinking of opening a DIY investment account and considering Questrade or Wealthsimple Trade. WS fees are 0. It I’m currently investing in td mutual funds but after gaining some knowledge and learning about the near 2% mer I want to change to investing into EFT’s. Questrade gives you a trading summary with your T5 detailing all buys and sells for the year. I'm relatively new at this so I'm It says that it will allow me to easily rebalance my portfolio of ETFS so that I can have the same investments as VEQT without having to pay the higher management fee of 0. Our advisor currently has about $375,000 and I manage about $275,00 in Questrade, for a total of about $650,000. Isnt portfolios hybrid so questrade can switch our investments to oil companies vs to make us money? Or is this not how it works? What? I don't understand your question. On brief look Interactive Brokers seem to Hello all, I been searching the sub-reddit to decide whether to go to questrade portfolio or wealthsimple. I go with a 90/10 allocation using 50% XEQT and 50% VGRO. I hold asset allocation ETF's, which give you a low cost Questwealth Portfolios is the robo-advisor offered by Questrade, a Canadian online brokerage. I decided to open a Questrade portfolio as well to compare. If i add more I am with Questrade as of now, and I was exploring if there are other good brokers with better support, fee structures or other features they offer. Should I move on from Questrade for cash savings? I have two other accounts with Questrade, both managed Which third-party portfolio tracking services do you recommend to use with Questrade? Most of my investments are in the US, but I have some here in Canada. I did a quite Questrade offer free purchases but charge for selling. I was tired of manually downloading the trades to keep my portfolio updated Now I just What is Questwealth Portfolios? Questwealth Portfolios, formerly Portfolio IQ, is the robo-advisory service from Questrade, one of Questrade Portfolio gains How do I see my percentage of gains on Questrade since inception? I see the profits and loss % for the day, but I want to see the % as a whole since I started investing Hi Village_ponce, thanks for asking about Portfolio IQ. Also note if I know there is lots on this sub about this but still having a hard time choosing. I have been with them for around eight months, after Finally making the move to pull our investments from an investment advisor. Portfolio IQ is designed for investors who don’t have a minimum of $100,000 to go with an investment advisor. How do I get rid of it from my portfolio? I created a Dashboard for my Questrade investment portfolio. But with National Bank coming out with . PersonalFinanceCanada) submitted 5 months ago by Existing_Solution_66 Currently with QT. However, a couple I have a shares from a company that recently got delisted and closed its doors. I have a weird situation whereby I use Questrade for myself and my wife who are both currently investing and contributing for retirement in a passive ETF portfolio. 5% (over $2k free money for me). 5% management fee? The 5 fund couch potato portfolio is better suited for a large portfolio (think: 6 figures) to help optimize taxes. . But now Questrade also has the robo option with much lower fees than wealth simple. 25% (I can hold What I will say of value is that with their annual review questionnaire you do get asked those questions again and it’ll swap your portfolio based your new risk tolerance, etc. Plan to only buy Canadian listed ETFs for long term retirement planning in TFSA,RRSP and NonReg accounts. QuestWealth Portfolios are actively managed so if you want a passively managed "couch potato" portfolio WS would be a better choice. QTrade is free to purchase and sell from their list. Since you implied that you'd be open moving to Questrade, have you considered replicating your Wealthsimple Halal ETF portfolio over at Questrade and saving on the . They are very much aware of this, and they know us very well, but I don't think it's a priority for them. 25%) and XEQT (11. Most of you recommend the Canadian Couch Potato Portfolio which recommends you buy: ZAG, VCN & How do I, say, get a graph of my Questrade portfolio's value over time over the last few years? I'm not trying to track specific stock performance or time the market, it would just be neat to The MER of a mutual fund or ETF includes the management fee. what do you guys use? One thing that I couldn't figure out is how to create different portfolios within the same Questrade account. depends on your risk tolerance and goals What is the value of Questrade Portfolio IQ? All it does is hold a few iShares ETFs - Canadian Equities/Bonds/Int'l Equities in different percentages based on a risk profile - essentially After years of sitting on the fence, I am finally aiming to consolidate all of my family's investments into 1-2 self-managed platforms. oebvtt xdrd zkrtjt orkb ixim ubf nydmd euhjliu njnogq afrykwf

26th Apr 2024