Take Control of Your Financial Future Seminar – Slides and Notes

I’m pleased to announce I am able to share my PowerPoint slides and handout notes from my recent presentation…

This presentation is from the Take Control of Your Financial Future Seminar, held on Saturday April 20th, 2013, at the University of British Columbia.

The seminar was sponsored by the Canadian MoneySaver. On behalf of Canadian MoneySaver, I would like to thank those who attended the seminar! I’d also like to thank CMS for the opportunity, permission to share my slides, and to those who came up and talked with me during the breaks. It was a pleasure to meet CMS readers!


Canadian MoneySaver Seminar


My presentation was titled:

Sell Your Mutual Funds:
Buy Index Funds and Dividend Stocks, and Start Making Money Now!

The presentation was divided into four parts:

  • Part 1 – Mutual Fund Fees and Performance
  • Part 2 – Build Your Own Mutual Fund
  • Part 3 – Buy What the Funds Buy
  • Part 4 – Making the Switch

You can download my presentation slides and notes at:

Now available to newsletter subscribers only.

Note: Will only be available to newsletter subscribers after May 4th, 2013.

Be sure to read my copyright and disclaimer notice before downloading. If you found the presentation useful you can follow me on twitter, facebook, or subscribe to the Dividend Ninja Newsletter.

Cheers! :)

18 Responses to “Take Control of Your Financial Future Seminar – Slides and Notes”

  1. Steve @ Grocery Alerts

    May 01. 2013

    Avrom,

    This is the best way to break it down. Avoid paying these big equity firms and just buy their top holdings. It makes sense to me!

    Reply to this comment
    • The Dividend Ninja

      May 01. 2013

      Hey Steve it sure does! You keep all the dividend income, instead of losing 2%+ in MERs.

      Only catch is, as I pointed out in the seminar, there isn’t much diversification in these Top-10 holdings, mostly banks and energy. You could use the same approach for a U.S. mutual fund, small-cap mutual fund etc. They probably all own the same stocks too!

      Cheers. :)

      Reply to this comment
  2. Avrex

    May 01. 2013

    Nice presentation, Avrom.
    You’re doing a great service educating the public on how they can ‘enable themselves’ and most importantly, save money.

    Reply to this comment
  3. Steve Silverman

    May 02. 2013

    Makes a lot of sense to me, but I’m curious to hear how this presentation was received. Were you challenged by some people whose salary depends on selling mutual funds? Surely they don’t want to stop the gravy train.

    Reply to this comment
    • The Dividend Ninja

      May 02. 2013

      Hey Steve, didn’t receive any challenge at all from those at the conference. But they are DIY investors to begin with…;)

      I think it would be pretty hard to challenge the 2% annual MER fee for the largest funds, and commissions that are still charged by mutual funds. Most funds continue to underperform the index…

      Cheers

      Reply to this comment
  4. Brian

    May 02. 2013

    My mutual fund transfer is almost complete, so this is great timing. Thanks for making your slides available, I know you worked really hard on them.

    Reply to this comment
    • The Dividend Ninja

      May 02. 2013

      Brian, thanks!

      If you go the ETF route you could swap XIU for XIC, for a higher yield – and lower MER. For dividend stocks, the list is right there. You’ll notice mostly banks and energy companies. :)

      Wanted to get the word out on DIY investing to everyone…

      Cheers

      Reply to this comment
  5. My Own Advisor

    May 02. 2013

    Great work Avrom….!

    Congrats on your new found fame!

    Mark

    Reply to this comment
  6. Dividend Mantra

    May 02. 2013

    Ninja,

    Great stuff! Congratulations again on such a fantastic opportunity. You’re incredibly hard-working, so if anyone deserves it, it’s you.

    Great slides and notes. That’s fantastic that you’re educating the public on how to properly manage their money without fees eating them alive.

    Best wishes!

    Reply to this comment
  7. farcodev

    May 02. 2013

    Keep up the spirit DN!

    We need people like you to spread the words about self financial education.

    Cheers!

    Reply to this comment
  8. KC @ genxfinance

    May 03. 2013

    I wouldn’t miss downloading it. Let me congratulate you already and thank you.

    Reply to this comment
  9. The Dividend Ninja

    May 03. 2013

    MyOwnAdvisor – Thanks man!

    Dividend Mantra
    Thanks as well! Though I think you are doing a pretty awesome job on your blog! If you ever get the opportunity to present at a conference, as overwhelming as it may seem – you should go for it!

    FarcoDev – Cheers, always appreciate the long-time reader support!

    KC GenXFinance – Great! Let me know what you think.

    Cheers

    Reply to this comment
  10. Ben

    May 03. 2013

    Wow, I had no idea that the expense ratios were so high for Canadian mutual funds. That’s an enormous hurdle rate to have to jump over with investment performance. Nice presentation.

    Reply to this comment
    • The Dividend Ninja

      May 04. 2013

      Hey Ben, yes it certainly is!

      You’d have to earn at least 2% returns per year, on the largest Canadian equity funds, just to break even. With a lower MER you still run into the problem of lagging behind the index – the odds are just not in your favor.

      Cheers

      Reply to this comment

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