Questwealth performance reddit

Questwealth performance reddit. Just did online chat with Questrade. Log In / Sign Up; Wealthsimple has been around longer which is why they have such a base and $7b AUM. Additionally, they have treated me well consistently and I am happy to pay the additional 0. Please join us on Discord https Questwealth Robo Fee: 0. 25% of the portfolio’s value per year, or 0. 25%, plus 0. 2% for simplicity’s sake). Log In / Sign Up; Advertise on Reddit; Questwealth 19. Reply reply more reply More replies. r/PersonalFinanceCanada A chip A close button. Sound investment decisions are built on a foundation of knowledge. say I have 20k now, I pop it into my TFSA investing on questwealth. I recently helped my wife transfer her RRSP and TFSA from Tangerine to Questrade. I started with finding high-dividend REIT companies targeting 12% a year, then looked into Options Trading targeting 1% a week, now I'm into selling covered calls for 1-3% a week The biggest issue for me is that they do not list the ETF's they use on their website anywhere, nor do they provide that information to people who do not already have a Questwealth account. The Questwealth Portfolio account offers a pre-built portfolio according to your risk preferences. Is there any differences / advantages or is it the same? Reply reply carnewbie911 • • Edited . Wealthsimple has double the fees (0. Customised managed portfolio; Management fees starting at 0. The only reason for you to be at -6. It's probably fair to say that VGRO (with a 20% bond component) is about the highest volatility that someone can recommend while having confidence that the purchaser won't panic in an equity downturn and dump their holdings (and blame the Hi, I have a 3 accounts with Questwealth, TFSA, CASH, and RRSP. Banking . Questwealth Portfolios: Questwealth Portfolios are portfolios of exchange-traded funds managed by Questrade Wealth Management and clients are charged 0. ” On the right side of your screen, you’ll see a confirmation that says, “You’re opening 1 account(s). Wealthsimple has a low-cost, transparent fee structure for its robo-advisory services. 33% (growth portfolio) since inception — 2014: SRI Portfolios: Yes: Yes: Questwealth Portfolios Review; RBC InvestEase Review; BMO SmartFolio Review; Justwealth Review; Best of Banking. . I think it isn’t fair to talk about Robo without including Questwealth. Keeping all of the above fees in mind, here are some examples of how much you can expect to pay on portfolios of various sizes: Grab a performance BMO chequing account with a huge $600 offer + $150 GeniusCash. The winners far outweigh the losers as my money is clearly growing. A 0. 50) being the biggest clue. That is, you’ll be delegating all the investment decisions and on-going maintenance to the Wealthsimple or Questrade investment managers. Mortgages . Learn how it works, its fees, its ETF list, and its active investing strategy. Learn about its features, fees, performance, and how to get started with investing. Some users compare the performance, fees and I opened a Questwealth account about a month ago on the growth portfolio. 25%: 35. Share this article Share on Facebook For their Questwealth portfolios management fees start at . I have both Questrade and RBC Direct Investing. Software & But I’m now realizing that your portfolio is managed by a roboadvisor (Questwealth), which I have no experience with. 27% Wealthsimple Balanced Portfolio: 11. Which is short term. Then slowly adding more to it. I invested money to a managed TFSA income portfolio. I think OP is comparing WS Invest (robo-advisor) with Questwealth Portfolios (robo-advisor). So either call them and tell them you goofed or apply for a Questwealth TFSA. is there anything With a Questwealth Portfolios account, your balances and investments (positions) will be shown on the homepage of the QuestMobile app. Portfolio Type: 1 year: 3 years: 5 years: Aggressive-5. This statement is based on a comparison of Questwealth Portfolios’ (QWP) Growth Portfolio annual fee to the average Management Expense Ratio of Global Equity Balanced Series A Funds listed in Canada, as of September 30, 2022. Tangerine 28. Questrade is a discount broker. You are comparing to the longest bull run in the history of the US. 32% If someone put $10,000 into a VEQT portfolio at age 30, they would have had $202k at age 65. Reddit community for the City of Kitchener, Canada Members Online. I opened a TFSA with questrade less than a year ago, so I am still trying to educate myself. I noticed that for one of them for which I picked a "Growth" portfolio, the breakdown of the approx 80% equity portion of it is Questwealth has posted the breakdown for their ETF porfolios on their website. 25% (Questwealth) to 0. So I have 3 accounts with Questrade, 2 of which are Questwealth portfolios. 5 plus ETFs’ MER) of Questwealth (0. 20%: Accounts exceeding $100K; In addition to this, the ETFs used in your portfolio have a fee ranging from 0. But what if any down side / additional risk is there? Is there any case for an untraded fund to be made? 2 - What's the difference between a self traded account on Questrade (RRSP), and their Questwealth stuff? It seems like you're paying a bit more to have them pick the ETFs for you, is that the Hello all, I have a question regarding questwealth portfolios. If you have $10,000 it costs $25/year Wealthsimple - 0. My concern over the past few months has been market volatility, and purchasing the new ETFs at a Get the Reddit app Scan this QR code to download the app now. ether_reddit • You'll need the information on the trading summaries when filing for the year that you sell, because you calculate your capital gains using the ACB In addition, Questrade will cover your transfer fee up to $150 when you switch your investment account from another financial institution to Questwealth. 2% when the balance is $100,000 or more. Makes sense. Pick the one with lower mer. 35% to 0. With lower management fees and minimum In this video, we'll show you all the need-to-know pieces of your QuestWealth Portfolio. They have Questwealth as well if that interests you but you can still do the ETF strategy written about by Andrew Hallam as was seen in one of the other comments. Is there a website I can use to compare questwealth performance with other roboadvisor performance over the last few years? ex: questwealth aggressive vs wealthsimple growth the aggressive portfolio holdings has some winners and some losers. Reply reply More replies. In this video I review Questrade's Robo-advisor platform - Questwealth Portfolios. If you have both a self-directed account and a Questwealth account, your combined balances and positions can be found under the “All accounts” view. ago. There is no product that comes close to what it offers. This appears to be an automatic update applied to all headsets, not a new full system update you’d need to wait for. I'm running an aggro portfolio but things have changed In my life so I decided to switch to income based. For more information about watchlists, watch: "How to Navigate Watch While past performance is not representative of future performance blah blah blah, this data demonstrates that they are not in fact performing in line with how a passive investment options would be expected to perform for a given asset allocation. Share on Pinterest Share on Reddit Share on Email. 25% management fees. We ask that you please take a minute to read through the rules and check out the resources provided before creating a post, especially if you are new here. Last month was worse since 2008. Investing . Suppose you are looking for an inexpensive and straightforward investment strategy that does not require much time or attention. Questrade is Canada’s largest and oldest discount Understand a stock’s performance on a 1-10 scale with SmartScore. 2% to 0. I deposit $20k to my Questwealth account in 2021 and another $20k in 2022. New comments cannot be posted. More portfolios to choose from, you also have a little more control with some added features. The unofficial subreddit for discussion relating to all Wealthsimple services (Trade, Invest, Crypto, Cash, etc. Grow your stock portfolio and get $50 in FREE trading credit. 05% in the last 12 months. 8% , respectively, over the same periods. 25% (0. Performance . After adding the in-built ETF fees, your total fees are in the 0. Login Register. I was looking to get some advice on maxing out my TFSA but undecided to go with wealthsimple or questwealth or any other Glamur author has the most incredible Quest 2 set up with Open Composite and VR Performance Kit. What kinds of returns can you expect when you invest with Wealthsimple? The stock (financial) market is an unpredictable beast, It is worth noting that Questwealth charges a 100 basis Portfolio performance: 6. Then, following recent evidence on the heterogeneity of family firms, we examine two factors that may influence CSP within family firms: the level of family control and the governance Unlike Wealthsimple, which relies 100% on algorithms and automation to monitor and rebalance your portfolio when necessary, Questwealth has actual human experts who manage your portfolio for you And Questwealth Portfolios’ fees are 0. Quite feature rich (e. 96% S&P500 50-year performance: 10. QWP is a service provided by Questrade Wealth But I’m now realizing that your portfolio is managed by a roboadvisor (Questwealth), which I have no experience with. Table of Contents Show What is a Wealthsimple RESP Account The management fees on Questwealth Portfolios are: $1,000 – $100,000: 0. Better results can be achieved with Asset Allocation ETF's, but that can be daunting not a novice investor. Best Of Money Awards . Vr games on the Oculus PC app run like butter. The heading alone probably has the potential to start a war based on opposing opinions, BUT, I was just wondering if anyone has any experience with having Questrade actually invest and monitor your money for you? Mutual fund managers get paid regardless of There is an active component to the managed accounts, I did a comparison the relative performance of the WS Managed, to Questwealth, to two asset allocation ETF's here. Is that enough of an incentive to choose going with Wealthsimple over Questwealth? The other issue I'm currently trying to decide is when to initiate the transfer. Read 'psychology of money' book and make your own portfolio as opposed to questwealth. 57% up Wealthsimple 209. ETFs or Exchange Traded Funds are known for the ability to combine diversification and convenience to your portfolio in one tradable asset. 25% ZGRO’s performance history is limited as the ETF is fairly new. And I think they are In terms of cost Questwealth is cheaper. If you’re just starting out, I personally would just go with a robo. Blog . If you're talking about Questwealth Portfolios, Robo-investor: You can't go wrong with either. You can select the account type for your Questwealth portfolio at the end of the Portfolio The 5 year performances speak for themselves. I am saying is that the "The WisdomTree Canada Quality Dividend Growth Index ETF seeks to track the price and yield performance of the WisdomTree Canada Quality Dividend Growth Index" So presumably WisdomTree has the ability to add or remove funds from their own Questrade's robo adviser is Questwealth. Open menu Open navigation Go to Reddit Home. If you bank with a big bank, they probably have ETFs or Exchange Traded Funds are known for the ability to combine diversification and convenience to your portfolio in one tradable asset. Questwealth: Lowest Fees in Canada. My concern over the past few months has been market volatility, and purchasing the new ETFs at a Questwealth Portfolio currently offers some of the lowest fees on the market for Canadian Robo-advisors. Losers seem to be international equity. Fees: Questwealth charges 0. When you invest how much matters Based on Questrade’s past performance, the compound annual returns for their Aggressive Portfolios were 7. Ends Oct And Questwealth Portfolios’ fees are 0. Ends Oct Questwealth 19. You opened a brokerage account, not a Questwealth account. Get the Reddit app Scan this QR code to download the app now. You can read below to see the detailed breakdown of the two robo advisors: Questwealth Portfolios vs Wealthsimple Invest, as well as the head-to-head No limit to the number of accounts you bring over. For more information about watchlists, watch: "How to Navigate Watch Recently set up a Questwealth account and deposited a lump sum with the intention of making monthly contributions. Note: Between 2021 and late 2023, I was a normal wealthsimple user, which meant higher fees for the managed portfolio, I graduated to Premium in November 2023, having lower fees. Our Verdict. Expand user menu Open settings menu. 3% (aggressive growth portfolio) since inception —2018: 50. Some of the robo-advisors have different features to make it easier to invest, like Mylo's Round Up. Please let me know how you I do like that idea. 5. Go to Learning arrow_forward Questrade Unlike Wealthsimple Invest, Questwealth Portfolios is not a 100% automated service. When you invest how much matters You opened a brokerage account, not a Questwealth account. Hey guys, I’m a 30 year old male and I have like 150 k in my chequing account and my RRSPs are currently maxed with BMO smartporfolio. 97% (this is popular in • 4 yr. If you have $10,000 it costs $50/year. Questwealth . They also charge you for the ETFs - so your actual costs are $35-$85 or so. Justwealth’s management fee is 0. If it's not Questwealth please contact us so we can investigate the issue for you because there is no I've used everything over the last 15 years: Quicken, Money, Quicken(again), MoneyDance, and YNAB and YNAB is also my favorite because of the way it handles budgeting. CI Direct Investing also caters to Canadian non-residents although they are more for those interested in robo advising and their fees are higher than Questrade's. Questwealth portfolio and breakdown of Equity portion allocation . For more info on the portfolio holdings and performance, click the link be Questwealth Portfolios. Since inception in Nov Best Robo-Advisors in Canada 1. The iShares Core Growth ETF Portfolio trades on the Toronto exchange with the ticker symbol XGRO. Or check it out in the app stores   If you want a hands free, set, contribute & forget, consider roboadvisors like Wealthsimple Invest, Questwealth Portfolios (Questrade) and etc. Active Trader Pricing. Fees: 0. 40% Fidelity Balanced Portfolio (series A): 10. Transfers from cash accounts may be subject to capital gains taxes or provide capital losses upon Unlike Wealthsimple, which relies 100% on algorithms and automation to monitor and rebalance your portfolio when necessary, Questwealth has actual human experts who manage your portfolio for you For their Questwealth portfolios management fees start at . You can skip the Questwealth management fees but have everything still about 95% automated. 47% total) Wealthawesome Score: 9. I just noticed my portfolio and holdings are the exact same across each of the Skip to main content. 5% at most others like Wealthsimple and WealthBar. For Questwealth™ accounts, all-in-kind and partial transfers of your securities will be liquidated. 3. I've read that can save around 1% annually, so with average MER of ETF in Questwealth of 0. Wealthsimple is a Canadian investing platform. Wealthsimple vs. Would you care to elaborate? I compared the performance of the Questwealth aggressive growt portfolio with any of the S&P 500 ETF and the Questwealth portfolio was always worse. Fundrise Interval Fund performance Get the Reddit app Scan this QR code to download the app now. not sure We are Reddit's primary hub for all things modding, from troubleshooting for beginners to creation of mods by experts. Compare the features, fees, and performance of Questrade and Wealthsimple, two popular Canadian finance tech companies. 25% and are reduced to . All Banking Guides; If you opt for a robo-advisor to help you manage your portfolio, the average fee is approximately 0. For more info on the portfolio holdings and performance, click the link be Wealthsimple Returns and Performance. Questwealth - 0. You also benefit from the low commission offer, One good thing about this is that Wealthsimple gives you the privilege to track the performance of your referrals. THat’s A LOT. Hi, I have a TFSA Quest wealth balance portfolio and I want to transfer the same funds to TFSA aggressive portfolio. Did you report this by email? Are you using Questwealth Portfolios? Questrade does not report data for Questrade Portfolios using their API yet. Questrade is cheaper but CIBC Investor's Edge is also cheap. This is the only investment account I have currently. As soon as I try to launch a steam vr game, the performance goes down the drain. 77% WealthSimple 4. 25%. 2% management fee, that'd basically pay For over 20 years, Questrade has provided Canadian investors with its attractive fees on a full range of assets—including stocks, mutual funds, ETFs, initial public offerings (IPOs), bonds, and In this video, we'll show you all the need-to-know pieces of your QuestWealth Portfolio. 25 vs . When I go to trade, my questwealth account is not available. I have money that I can invest anytime, but I'm torn whether I should invest it in the managed portfolio or open a self directed TFSA, and invest it in an all equity. QWP is a service provided by Questrade Wealth I use Quicken Premier and like what it offers. The Questwealth Portfolios Robo-advisor was formerly known as Portfolio IQ when it was launched back in November 2014. Are you paying exchange fee 2% inside Questwealth portfolio during rebalancing of US ETFs? Just wanted to know so that money is not leaking without notifying. Another robo-advisor in the Canadian market is Questwealth. Learn more about Questwealth Promotions here. Questwealth, like Wealthsimple, is another popular and low-cost solution for hands-off investors, offering custom portfolios to align with your investment goals. CI Direct Investing vs. :) If you want cheap roboadvise, Questrade (Questwealth) is the way to go, MER of 0. 50% for assets below $100,000. When I decided to switch from my old TD Bank's Mutual Funds (sick of fees), I put them into QT's "Questwealth Portfolio" (formerly known as Portflio IQ) in a Questwealth offers five portfolios of varying equity risk and return expectations, ranging from the 100% stocks Aggressive portfolio to 100% fixed-income Conservative Portfolios. 40%. It is absolutely meaningless for the next 5-10 years. Wealthsimple Invest RESP vs Questwealth Portfolios RESP. Studies show that passive tends to do better than active, but with such low MER's on the Questwealth portfolio, the performance should be much closer. 0. If your account is large enough (ex $50k), Questwealth is charging you around $125 in fees yearly purely for the robo management, plus the underlying ETF fees that are similar to buying VGRO etc personally, I’d need to work a couple hours to earn that, so spending a few hours of my free time a year is a very reasonable decision for me in Robo-advisors like QuestWealth have been made nearly obsolete by all-in-one asset allocation ETFs. 5%) Wealthsimple Robo: 0. Like Wealthsimple RESP, Questwealth RESP is also automated requiring little effort from your end. Wealthsimple Invest offers all the basic accounts, including TFSA, RRSP, RESP, RRIF, LIF, LIRA, personal non-registered Get the Reddit app Scan this QR code to download the app now. It has a great track record, and you can check its portfolio performance over the years. So you don't know what you are going to get until you have already gone through the hassle of setting up an account with them. 25%, and 0. I want to be matched with a portfolio and invest a 5000$ in a non registered account to see how it compares to what my bank investments are doing. By contrast, a balanced Questwealth portfolio with an MER of 0. Learn about the portfolios' performance, asset allocation, holdings and A few years ago I was initially going to go with WealthSimple for their roboadvisor services (because I didn't want to be bothered with multiple ETFs - before VGRO and XGRO) but then A look at what's wrong with Aaron Rodgers-led Jets, why problems go well beyond poor QB performance Pinpointing the issues for this 2-6 team after the Week 8 loss to the Learn about Questwealth Portfolios, diversified low-fee ETF portfolios designed by experts to help you achieve your financial goals. This is a subreddit to discuss the housing crisis in Canada without banning posts for discussing supply *and* demand. Do yourself a favour and do not install any stock portfolio apps that track or monitor your performance. C) Turn Distortion Curvature to high or low depending on your system, low is better graphical fidelity, but worse performance, and high is worse graphical fidelity, but better performance. Learning. “Investing on autopilot” as Wealthsimple day. 98% up Questwealth 19% up EQ GIC @ 6% 19% up I'm yet to check what the result of VFV and VEQT would have been over that period. Low-fees and no unnecessary fees on diversified ETF portfolios. See the 5 portfolio types, fees, account types and customer Questwealth Balanced ETF Portfolio: 12. Update. Get app Get the Reddit app Log In Log in to Reddit. Or check it out in the app stores   You can also take advantage of the Questwealth platform for half of the management fees (0. Internet Culture (Viral) Amazing; I'm going the actively managed route for my professional corporation and like the performance and diversification in Mawer Funds. Transfer Questwealth portfolio . I personally like WealthSimple Invest over RBC invest ease. Questrade is Canada’s largest and oldest discount In this video I review Questrade's Robo-advisor platform - Questwealth Portfolios. Product Reviews . Currently I'm down 2% as of today - performance has been pretty up and down in the last couple of weeks (as Questwealth Portfolios is a low-cost robo-advisor that offers ETF portfolios for different risk profiles and goals. If someone put $10,000 into a VFV portfolio at age 30, they would have had $311k at age 65. 25% MER (compared to WS 0. The . 50% range. 45%: Growth-5. Gain access to other Questrade financial tools, including QuestMortgage. While viewing a specific Questwealth Portfolio, if you scroll down past your Knowing the performance of Questwealth’s portfolios can help you make an informed decision and plan a time horizon required to get good returns. I have already disabled ASW and lowered resolution on Steam VR and nothing has worked. If anyone has a solution, please let me know. 5%. 3% The main reason for using both was trying to diversify. The agent advised me to go to "Requests" and select "Transfer Investments". Related And for Questwealth, it’s between 0. Insurance . It says "balanced" which is not what I want (I want it maxxxxed). Let's compare the annualized NET-OF-FEES investment performance as at Dec 31 2023 with equivalent investment options (I've It does not affect performance but will most likely increase your fps in the HMD. Account Types. Questwealth is by far the lowest cost robo managed account, so I would start there if you are still looking into a fully self directed account. 7%) Sharing information reddit style for one of the most old-fashioned ways to invest in an asset class that was once limited to the rich. I also think you pay a conversion fee if they buy ETFs in USD (same as QuestWealth), but don’t quote me on it. I was actually thinking of doing a Questwealth account, because non-registered cash account do automatic tax-loss harvesting. 8 / 10 Number of Portfolios: 5 Customer Support Channels: Phone, email, online live chat How to Open an Account: Get $10,000 managed for free Questwealth is the robo-advisor for Questrade, Canada’s Questwealth Portfolios: 0. 20% after $100,000) Support Investors who will invest as soon as they have money to invest and robotically follow their predetermined investment plan, no matter how their individual funds are performing and what the media is telling them, can annually save about $50 per $10,000 invested by using a DIY ETF portfolio instead of a robo-advisor. 25 plus ETFs’ MER). However, I also like the fact Users share their experiences and opinions on Questrade's robo-advisor service, Questwealth, and its different portfolio options. Questrade vs. Wealthsimple: Account Types. The WoW Economy Community subreddit has been made private in protest of Reddit's recent API policy announcements. Over the summer I did a lot of research into strategies, and basically came out with manage your own money or accept sub-par returns. If I understand correctly, this should not be treated as a withdrawl. There is nothing terribly wrong with them that would be detrimental to your investing strategy or retirement goals. Questwealth Portfolios. For more info on the portfolio holdings and performance, click the link be Posted by u/menthex - 6 votes and 5 comments They have Questwealth as well if that interests you but you can still do the ETF strategy written about by Andrew Hallam as was seen in one of the other comments. Questrade vs Wealthsimple Summary. Constant 90 fps, no drops at all. I like the simplicity of Wealthsimple however there are some issues like they don’t offer the QESI (QC Residents) plus Questrade fees is half. How Much Does Questwealth Cost? When investing with Questwealth, you will be subject to one of two fee structures. He has an AMD card and the Oculus Touch CV1 worked perfectly fine on his PC but it performs poorly if we mess with any resolution settings so it's either blurry image and decent performance or clear image and awful performance. 23% (we’ll go with an easy mid-number of 0. Active traders enjoy special pricing plans and fee rebates with Questrade. 48%: 16. I got out of my mutual funds in 2018. A forum for users to share their experiences, complaints etc using Portfolio Pilot I use Quicken Premier and like what it offers. Basically build my own fund to mimic the big companies. the holdings are chosen by the roboadvisor for a growth portfolio. 20% to 0. Note that the minimum investment you can make on Questwealth starts at $1,000. KW-PC Cell Phone Repair caught I have been using firefox for like ten years, mostly because of containers (multiple accounts made easy and separates my cookies), simple tab groups extension (for organisation and puts unused tabs to sleep if they are in an inactive group, roughly), Dark Background extension (for custom color per website), passwords and bookmark sync with mobile and most importantly, uBlock My wife is wanting to be invested into the socially responsible side but I already have a TFSA and RRSP setup where I buy VGRO. . Valheim; Genshin Impact; Minecraft; If you want cheap roboadvise, Questrade (Questwealth) is the way to go, MER of 0. 98% over three years; Conservative Portfolios produced 2. I just created an Questwealth account. If that's not enough, you'll get plenty of account options to choose from, as well as get your transfer fees covered. 20% after $100,000. All you need to do is arrange for periodic contributions to your account and your funds are automatically invested. On the hand, Wealthsimple , Canada’s most popular robo-advisor has a management fee that starts at 0. 2% that WS offers? Would WS just be a better solution to robo portfolio because of that difference? WS Invest and Questwealth don't have additional conversion fees. 3% Now my USD based stocks lost their average prices and performance indicators. Yes these are what they put everyone into. 50% (e. 42% (0. What this setting does is it lowers the pixel density the farther you get Beyond that, it is preference. Rudy or Scenery ENB plus his Reshade with 90 FPS WITHOUT ASW/SSW projection on maximum resolution. As of July 31, 2023. See how they stack up as trading platforms and robo-advisors for self-directed and automated investing. OptionsPlay Refine your options strategy and get new trade ideas daily For Questwealth™ accounts, all-in-kind and partial transfers of your securities will be liquidated. Or check it out in the app stores     TOPICS. Reply reply John-TeamQuestrade Questwealth Portfolio Pricing. What’s more, Questwealth Portfolios offers the lowest admin fees for Robo-advisors, which some people are sure to love. After many improvements and updates, the platform was rebranded to Questwealth Portfolios I’d like to do a performance comparison between investments I select on my own vs those that are recommended to me in a newsletter I subscribe to. Sign up for Questwealth and invest up to $10,000 free for 1 year. Just curious how often it auto rebalances my portfolio and will buy more shares using the newly added funds? any info would be appreciated, i can't seem too find much on the website about actual workings of the trusty Roboadvisor. I haven't put any money in this account yet. 22%. For example, Questwealth has a management fee ranging from 0. going with a discount brokerage. Wealthsimple RESP Performance. Questwealth). g. They invest your money in a balanced ETF portfolio and change a fee for doing so. I have a 3060ti and ryzen 5 3600. Learning chevron_right. 89%: Questwealth offers the first 2, and possibly a bit of help with the third vs. 20% for accounts that exceed $100,000. 17% MER for One is a self-directed account and the other is a brand new questwealth portfolio. Why is it recommended to people then? Because it is less volatile? That's why I'm wondering about the very long term, multiple decades. VEQT. 20% if you invest more than $100,000. ETFs can track sectors, indices, and even total stock markets. Canada makes up about 3% of the World GDP When Vanguard introduced their asset allocation ETFs they wrote, When it comes to sizing an appropriate home bias, we take into consideration factors such as investors’ home-country preferences, the potential for return variation and volatility reduction from adding more global securities, the degree of market concentration, relative hello all, I am new to investing. Questrade Portfolios are cheaper, but WS I would argue has a better UI, and perks (like WS black). Reply reply feezx • I hold XGRO in WS instead of VGRO. Both platforms offer some of the most competitive fee structures in the robo-advisor market, but Questwealth charges lower fees than Wealthsimple. $250 Cash Back . Note: Between 2021 and late 2023, I was a normal This study investigates the engagement of family firms in corporate social responsibility. Investors who will invest as soon as they have money to invest and robotically follow their predetermined investment plan, no matter how their individual funds are performing and what the media is telling them, can annually save about $50 per $10,000 invested by using a DIY ETF portfolio instead of a robo-advisor. 16% and 2. Open comment sort options Reddit community for the City of Kitchener, Canada Members Online. for example, which measures the performance of actively managed funds against their relevant S&P index benchmarks, found that more than 75% Consistently poor performance in WS Balanced Invest about 2% rate if return in the last 12 months. But, it then stops me and reports "To transfer investments to/from a Questwealth account cash out investments in Trading then go to Transfer Funds" So seemingly this is not a solution since I do not want to cash out the stocksi just want to transfer them Tangerine Global ETF Portfolios vs Questrade (Questwealth Portfolios) Questrade’s robo-advisor offering has a much lower total fee than either WealthSimple or Tangerine Global ETF portfolios. ly/theinvestingacademyToday we'll cover a complete comparison between Questrade's Questwe And for Questwealth, it’s between 0. I received an email from Questrade this morning inviting me to Passiv a webapp that can help monitor and automatically re-balance investments targets in trading accounts. View community ranking In the Top 5% of largest communities on Reddit. Based on Questrade’s past performance, the compound annual returns for their Aggressive Portfolios were 7. Get matched with the right ETF portfolioAnswer a few simple questions to evaluate your financial situation, goals and feelings towards risk. It’s not a bad robo, but they’ve gotta stop tinkering with their asset allocations and ETFs. 25%: Balances between $1K and $100K; 0. Or check it out in the app stores Questrade has their Questwealth portfolios, and those are at a . Obviously QW may do better or worse than WS over the long run, but you can't know that in advance. 20% and 0. Also, if you deposit $1000 CAD into questwealth TFSA, and then immediately take them back, will you still get $1000 CAD, or less because of exchange fees? In this video I review Questrade's Robo-advisor platform - Questwealth Portfolios. There is a Reddit post floating out there promising support from Simplifi soon, but that hasn't yet materialized and won't help with Quicken. On the downside, they have an account minimum balance requirement of $1000, compared to $100 at RBC InvestEase. 4. Questwealth is almost very short term. In ‘The Worst Person in the World,’ Star Renate Reinsve Gives the Best Performance of the Wealthsimple has essentially twice the MER of Questwealth, but is passively managed. The minimum required to invest with Questwealth is $1,000. The performance is really bad. Questwealth has among the lowest fees when it comes to the entire robo-advisor segment despite having actively managed portfolios like Justwealth. Sharing information reddit style for one of the most old-fashioned ways to invest in an asset class that was once Like Justwealth, Questwealth also has a minimum investment requirement but it’s significantly lower than Justwealth’s requirement. 11% and 0. I basically opted for the highest risk/reward option they could provide as it was supposed to be a long term investment. I have a balanced account in Questwealth roboadvisor which gives me twice as much at 4. 25% for less than $100K portfolio and 0. 25% + the 0. 25% on a balance under $100,000 and fall to 0. foreign currency support), variety of reports and broad FI support. Since you are moving to Questwealth, either option is acceptable. But now it’s just down to the portfolio, look at the portfolios for the different risks tolerances, and their performances over the past years and if you like them equally then go Questwealth. As you approach retirement, beginning when it's roughly 20 years away, you should slowly decrease your equity/bond ratio Hey PFC! I've had a pretty good run with my questwealth portfolio. 25% fee for balances less than $100,000 and 0. Compare their trading fees, investment products, account Questwealth Portfolios is a robo-advisor that offers low-cost ETF portfolios with active management by experts. Or check it out in the app stores     TOPICS $200 at first, but over the past three years its habitually been between -5% to -10% performance. QW has a different basket of ETFs to WS Invest. This Wealthsimple RESP review covers how to open an account, the fees, performance, promotions, and alternative RESP providers in Canada. 5%). WS Roboadvisor seems to be consistently purchasing poorer performing products especially in fixed income products like XSH & ZFL bonds. My wife is wanting to be invested into the socially responsible side but I already have a TFSA and RRSP setup where I buy VGRO. Questwealth Portfolio, Questrade’s robo-advisor offering, has a low management fee of just 0. 17% to 0. 📈📚 FREE Training Video + Join Our Investing Academy https://bit. View community ranking In the Top 1% of largest communities on Reddit. With this, Questwealth will handle all the tasks on your behalf while you focus on other areas of your life. and they've done a shit job which has resulted in serious under-performance over the last several years to the extent Best Robo-Advisors in Canada 1. Is the 1% fee on questwealth portfolio for currency conversion worth it over the 0. Do you recommend questwealth or wealth simple? Been doing quite a bit or research lately between wealthsimple and questwealth. I recently opened an account with Questwealth. Any other suggestion you can give me? The first one is self-directing investing (passive) and the second one is the Questwealth portfolio (active). Same thing pretty much. I recently helped my wife transfer her RRSP and TFSA from Also, it's not entirely clear at the moment just how actively managed Questwealth actually is, I've heard it was kind of a poor marketing decision to call it actively managed when all it really does is the same kinds of things Wealthsimple would do, but if you are leaning towards Questwealth I'd look into that a bit more. Questwealth Portfolios has a 0. 37% – 0. It's a TFSA account, so I don't want to withdraw, I just want to sell my holdings. am I missing something obvious? My friend is having troubles with his Oculus Quest 3 performance and he uses link cable. Wealthsimple has essentially twice the MER of Questwealth, but is passively managed. I While past performance over a short period isn't terribly useful, it does show some of the potential pitfalls in that both the managed portfolios of WS and Questwealth have chances to I’d recommend checking out combining Questrade with Passiv, rather than using Questwealth. I sort of do that with my “play” account. Gaming. 25% plus 0. 22% MER (0. Benefits . Assuming a risk tolerance of approx 80% stocks, WS underperformed VGRO and XGRO. Note that past investment performance does not guarantee future returns. 25% management fee so that might be a good option as well. 20% for more than $100K. 25% over Questrade portfolios ( which just $25 for every $10,000). Robo-advisors are all pretty similar. I think I would feel more comfortable with a roboadvisor. Most the people complaining about Whether investing long-term or short-term, there’s a Questwealth portfolio that fits your comfort level to help you reach your goals faster. Wealthsimple is one of Canada’s most popular robo-advisors. The allocations are all visible, and with the exception of some small rebalancing I havent really noticed them change much. This is the robo-advisor product made by Questrade. I'm stuck between Questwealth aggressive vs. 25% vs 0. KW-PC Cell Phone Repair caught snooping through customer files on CBC Marketplace (11m45s) This statement is based on a comparison of Questwealth Portfolios' (QWP) Growth Portfolio annual fee to the average Management Expense Ratio of Global Equity Balanced Series A Funds listed in Canada, as of September 30, 2022. As a WalletBliss reader, your initial $10,000 investment on Questwealth will be managed for free if you join the robo-advisor through our referral link or referral code “ WALLETBLISS”. 20% after $100,000) Support This study investigates the engagement of family firms in corporate social responsibility. And maybe I can find this answer if I keep digging but I’m concerned about transaction costs. 25% a year All performance figures are denominated in Canadian dollars and assume the reinvestment of distributions. The platform charges management fees based on the total assets under management (AUM), with tiered pricing that decreases as the AUM increases. 89%: 20. 20% on balances over $100,000. Would it be wise to invest my money in my managed income portfolio in Questwealth or to a self directed account, so I can experiment and try to manage it? I recently What is Questwealth Portfolios? Questwealth Portfolios is a Robo-advisory service owned by Questrade Wealth Management Inc. I have created a workaround (that I hope will soon Questwealth RESPs have one of the lowest management fees in Canada: 0. Both I believe will perform about the same long term. 8 / 10 Number of Portfolios: 5 Customer Support Channels: Phone, email, online live chat How to Open an Account: Get $10,000 managed for free Questwealth is the robo-advisor for Questrade, Canada’s Tangerine 28. Is it just a timing thing? View community ranking In the Top 1% of largest communities on Reddit. 4% right now is if Questwealth placed your investments with riskier assets such as sector ETFs (weed, oil, bitcoin, etc). Investors who will invest as soon as they have money to invest and robotically follow their predetermined investment plan, no matter how their individual funds are performing and what the media is telling them, can annually save about $50 per $10,000 invested by using a DIY Like r/CanadaHousing but without the censorship. I have RESP accounts in both Questwealth and Wealthsimple. If they operate like a mutual fund, they’ll track the ACB for you. Trust in one of Canada’s top brokerages with over $30 billion in assets under administration. I dont have a self directed TFSA, I use the robo advisor and I was having a look at my account and 30% of my portfolio is in an ETF that doesnt look to be preforming well and I dont understand why it would make sense to put my money in that ETF. Why would you go for Wealthsimple? Questwealth Portfolios is a robo-advisor owned by Questrade that offers low-cost ETF portfolios for various account types and risk profiles. Justwealth also has a higher minimum investment amount compared to Questwealth. When the market was down it made sense, but I see YoY the S&P is up ~5%, yet my WS is still down 7%. Wealthsimple. I realize I'm paying a premium to buy a mutual fund, but it Welcome to the official Questrade subreddit. My funds in Questwealth roboadvisor does much better in the past year (2021) than Wealthsimple Invest roboadvisor for the same risk level set at balance. I'd probably go "in kind" as your money doesn't exit the markets while you are waiting for the transfer. 25% + weighted MER's of underlying ETF's (total of ~0. ly/theinvestingacademyToday we'll cover a complete comparison between Questrade's Questwe CI Direct Investing vs. I recently helped my wife transfer I've been in Questwealth for a few years, they basically just hit some broadmarket ETFs at a roughly 40% US, 35% foreign, 15-20% CAD, and the rest in bonds/cash. 20% per year when your account exceeds $100,000. Loans . Most the people complaining about So. 35% over one year and 10. pfcguy • For robos, I'd suggest also looking into RBC The Quest OS dynamically adjusts the GPU clock frequency to give apps the performance they need without wasting battery when they don’t need it. Since paying off debt and building an emergency fund, I have begun putting a set amount of money in my TFSA every month and spread that across 4 different ETFs with Questwealth. Or check it out in the app stores For example i want to teat wealthsimple returns against questwealth returns, would they publish time weighted returns? both for assessing performance of your investment strategy and comparing to benchmark ROR. In that case, Questwealth is one of the cheapest robo advisors available in Canada. Come hone your investing expertise. KW-PC Cell Phone Repair caught snooping through customer files on CBC Marketplace (11m45s) Zoom out man, you're new to this - whole market is down. They have their WS and That said, my focus/cash-flow is building up my TFSA in the foreseeable future, so my RRSP will be somewhat inactive. Public records displaying each portfolio’s performance can be found on the Questwealth website, providing full transparency for both clients and prospective clients. With self-directing investing, you build your own portfolio for less. 40% NEI Balanced RS Portfolio: 8. On their website, they make it a point to mention that the “difference” they offer comes from the fact that portolios are actively managed by human advisors. The table below shows Questwealth Portfolio’s cumulative performance for 1 year, 3 years, and 5 years. As of the end of 2022, the annualized performance of: VEQT hypothetical 50-year performance: 8. Reply reply The unofficial reddit home of the original Baldur's Gate series and the Infinity Engine! Members Online. Depending on your account value, the annual management fees for Questrade ranges between 0. But then have kids in a few years and need the money? Should I be making another HISA and starting to save for that now to leave the money in TFSA for my retirement? I don’t imagine I’ll ever get to save 20k again for a while so I’d rather it grow for my retirement tbh. Based on my research here, 40/30/30 US/CAD/int'l is the best allocation, roughly what VEQT is doing. These two RESP accounts are managed offerings. 4% when you have more than $500,000 in assets, but only on the amount above that level. Qtrade can also be an option. Share Sort by: Best. You can open a Questwealth portfolio to invest in a pre-built portfolio with 0. Is it perfect? Absolutely not. I'm new to this, but I gather there is a "range" of portfolios that you can select (eg balanced, conservative, etc). That’s about average for robo portfolio management. Or check it out in the app stores I'll transfer it to Questwealth later to take advantage of their low 0. An investment advisor will offer broad diversification, and help with discipline, but they will not be low cost. I wouldn’t sweat the small stuff Questwealth and Wealthsimple Invest offer Canadians a lower-cost solution for hands-off investing. ” If you have an offer code, you can enter it here. But, it then stops me and reports "To transfer investments to/from a Questwealth account cash out investments in Trading then go to Transfer Funds" So seemingly this is not a solution since I do not want to cash out the stocksi just want to transfer them Get the Reddit app Scan this QR code to download the app now. Questwealth is the robo-advisor product offered by the most popular discount brokerage firm in Canada, Questrade. 25% compared to 1% in Tangerine. Can I switch and begin somehow using Questwealth? I'm also interested in switching because of ability to do 100% equities and socially responsible. In Canada, the fees range from 0. I'd like to transfer my existing self-directed account into a questwealth portfolio. Save yourself the 20-30 minutes a day looking at your stocks and do something better with your time. Take a questionnaire to determine your risk tolerance, then choose an asset allocation ETF that fits the questionnaire's recommended equity/bond ratio. She is set to 10/10 for risk which judging by the performance the robo must have bought a lot of tech or a Nasdaq 100 fund lol. Read the pros and cons of investing with Questwealth, including fees, Learn the pros and cons of Questrade and Wealthsimple, two popular online investing platforms in Canada. Questwealth Portfolios offers globally diversified ETF portfolios for different risk profiles and investment horizons. 8% , respectively, Get the Reddit app Scan this QR code to download the app now. How to remove annoying "Questwealth portfolio - In progress" window from main screen? Locked post. 5% + weighted MER's of underlying ETF's (total of ~0. Then, following recent evidence on the heterogeneity of family firms, we examine two factors that may influence CSP within family firms: the level of family control and the governance Questwealth offers another distinct advantage over RBC InvestEase and Wealthsimple – their account management fee is a paltry 0. 4% when you have more than $500,000 in assets, but Get the Reddit app Scan this QR code to download the app now. In a software update today, Meta increased the maximum frequency from 490 MHz to 525 MHz. 25% management fee for accounts holding up to $100,000 and don't trust myself to manage the investment myself. What is XGRO? XGRO is a multi-asset all-in-one ETF growth portfolio introduced in 2007 to provide investors with long-term capital growth with a low-medium risk level. These funds offer a basket of assets at a lower management cost than traditional mutual funds. I can't see where you change this, there's no pulldown, or slider or nothing You are correct, I was referring only to your DIY accounts, it sounds like your new Questwealth product is a great alternative to Wealth Simple. In other words, if Hello everyone. Once received by QW, they will sell your holdings and then buy as per the portfolio you select. Your customised portfolio is built by Questrade experts according to your investment needs and goals. Join our community as we empower Canadians to take control of their financial future. Share your ideas, questions and insights. We would like to show you a description here but the site won’t allow us. Questrade or Wealthsimple, for that matter, are both known to For over 20 years, Questrade has provided Canadian investors with its attractive fees on a full range of assets—including stocks, mutual funds, ETFs, initial public offerings (IPOs), bonds, and Scroll past the self-directed options to where it says “Questwealth - get an intelligent portfolio designed by experts” and click “add. 25% per year on accounts below $100,000 and 0. But at those difference I don't think I would continue to use WS much longer. This is the main reason for the underperformance. Mobile sync is buggy, performance could be better, has a few bugs but overall it fits my needs very well. I thought it would be as simple as updating my questionnaire and then the robo advisor would sell my holdings and balance the portfolio in the income based allocations 60% fixed View community ranking In the Top 1% of largest communities on Reddit. Credit Cards . Actual performance could differ from the scenarios presented. After adding the MER for the underlying ETF holdings, you can expect to pay about 0. The management fee being half as much (. For additional comparison options, I recommend checking out our Qtrade vs Wealthsimple article, as well as our Qtrade vs Questrade comparison. ). Unlike Wealthsimple, which relies 100% on algorithms and automation to monitor and rebalance your portfolio when necessary, Questwealth has actual human experts who manage your portfolio for you Also, I would read into it a bit more but Questwealth is actively managed whereas VGRO and other robos are passively managed funds. For a rebate, submit a statement from your financial institution displaying the transfer fees incurred within 60 days of the transfer request being submitted to Questrade. Formerly known as the “iShares Balanced Growth Core Portfolio Index ETF”, XGRO was I have been using firefox for like ten years, mostly because of containers (multiple accounts made easy and separates my cookies), simple tab groups extension (for organisation and puts unused tabs to sleep if they are in an inactive group, roughly), Dark Background extension (for custom color per website), passwords and bookmark sync with mobile and most importantly, uBlock Looking at the table above, Questwealth leads with the lowest fees, followed by Justwealth’s reasonable fees and Wealthsimple’s costly charges It’s clear that Questwealth is ahead in all areas – although they do require an account minimum of $1,000 which can be a determining factor for many would-be investors. Like Wealthsimple Invest, Questwealth Portfolios outshines Justwealth for non-RESP investment accounts. We first compare their corporate social performance (CSP) to non-family firms. Pick one and stick with it. Banking Basics. I have been working a lot of overtime lately and have some extra money to invest. Best Investment Offers This month. qtlu rpxk phxu dgrksnq jtj klny ilgl ifzhvri mgierx cxusrvi