BMO Financial Group

BMO Financial Group
BMO Bank of Montreal

BMO Bank of Montreal
BMO InvestorLine

BMO InvestorLine

July 27, 2012 07:03 ET

REPEAT: BMO InvestorLine Study: This Summer, Slow and Steady Wins the Race for Canadian Investors

- More than half of Canadians see themselves as the investing equivalent of a marathon runner: it's a long and winding road and they're in the markets for the long-haul

- Almost 60 per cent believe it takes the balance of a gymnast to manage risk in this current market environment

- Fifty-seven per cent are upbeat about what the next four years hold for their portfolios

- BMO InvestorLine offers a variety of resources to help support all types of investors

TORONTO, ONTARIO--(Marketwire - July 27, 2012) - BMO InvestorLine today announced the results of a new study which identifies what sports and types of athletes Canadians most identify with when it comes to their investing habits.

The study found that "slow and steady" wins the investing race for the majority of investors:

  • More than half (53 per cent) see themselves as the investing equivalent of a marathon runner. For these Canadians, it is a long and winding road because they are in the markets for the long-haul.
  • Thirty-four per cent hold some short-term and some long-term investments. These investors see themselves as part of a relay race team as their goals are both short term, focusing on one leg of the race, and long term, like the total distance covered during a relay race.
  • Only 12 per cent consider their investing style similar to that of a sprinter athlete. For these individuals, it is all about getting in and out of the markets quickly.

When it comes to their investing style:

  • Almost 60 per cent of investors (59 per cent) most closely identify with a gymnast since "a sense of balance" is critical for them when managing risk and return.
  • Thirty-one per cent describe their investing style as conservative. Like an archer, they aim to "hit their targets" and do not waver from their strategy.
  • Only 10 per cent identify with the aggressive style of a boxer who goes for the "knockout punch". These investors are comfortable with high risk if there is the potential for high return.

Canadians Are Upbeat About Winning the (Investing) Race Over the Next Four Years:

The study also found that the majority of Canadians are upbeat when it comes to how they expect their investments to perform over the next four years:

  • The majority (57 per cent) believe their portfolios will perform better in the next four years than in the last four year period.
  • Only five per cent believe their investments returns to be poor.

"It's encouraging that Canadians are taking a long-term view of the markets and are seeking to balance risk and return," said Cesar Rainusso, Vice-President, BMO InvestorLine. "It's also a good sign that investors have a positive outlook on how they feel their investments will perform in the future. However, given the volatility that's dominated the markets over the last year, it can often be tricky to manage one's portfolio. BMO InvestorLine offers a number of resources, including access to cutting edge research, that help our clients navigate through these challenging times."

BMO InvestorLine has a variety of tools and resources to help clients manage their portfolios, including:

My Holdings: This newly enhanced tool offers quick access to timely and in-depth information on clients' holdings, the ability to categorize holdings by asset class, sector allocation and settlement currency, and gain a clear picture of the portfolio's performance in one central location.

Asset Allocator: This calculator assists investors in determining an asset allocation mix that fits together their financial objectives and risk tolerance. The Asset Allocator provides an easy, convenient and quick way to find out the right asset mix for their portfolio.

Quotes+: An industry-leading tool that provides investors detailed information and research on equities, mutual funds and Exchange Traded Funds (ETFs) in one central location. Clients have access to the technical analysis of a security's price performance, comprehensive equity research resources and a wealth of in-depth mutual fund information.

Markets and News: BMO InvestorLine provides clients with daily Canadian market commentaries and news headlines, analyst opinions, upgrades/downgrades and earnings warnings.

For more information on BMO InvestorLine, please visit

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About BMO InvestorLine

BMO InvestorLine is a leading online investing service which provides self-directed investors with efficient trade execution for a wide range of investments, including stocks, options, bonds, GICs and mutual funds. Clients have access to trading, quotes and account information 24 hours a day through a website or Automated Telephone Trading. BMO InvestorLine also provides users with third party research, along with leading edge tools that are informative and easy to use. As an all-in-one investment source, it is a constantly evolving, cost-efficient platform that is fully compatible with tablets.

BMO InvestorLine and BMO Ligne D'action provide this commentary for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this article are general in nature, and professional advice regarding an individual's particular position should be obtained.

BMO InvestorLine is a member of BMO Financial Group.

® Registered trade-mark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal Holding Inc. Member - Canadian Investor Protection Fund and IIROC.

The online survey was conducted by Pollara between July 13 and July 16, 2012 with a random sample of 600 Canadian investors 18 years and older. A probability sample of this size would yield results accurate to ± 4.0 per cent, 19 times out of 20.

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