In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:
In the news: Goldman Sachs merges 5 thematic ETFs. What can we learn from that?
Evaluating portfolio performance: a roundtable
Good advice of the day: “Switch to Class D mutual funds”
Listener’s question: “Is it preferable to contribute now to my RRSP or to wait until early 2021?”
Capital Gain Distributions from Canadian ETFs
Private equity funds
The good advice of the day: Year-end tax planning (part II)
Listener’s question: What are the consequences of excess contributions to a TFSA?
Links From Today’s Episode:
Capital gain distribution estimate announcements:
The Enterprising Investor: Myths of Private Equity Performance (Part I)
When More is Less: Investment Lessons from U.S. Endowments
In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects:
Canadian banks launch a new type of bonds
The “Active-Passive Barometer” report from Morningstar
The good advice of the day: Year-end tax planning part 1
Listener’s question: What’s the best geographic allocation across Canadian, U.S. and international equity?
Links From Today’s Episode:
Tax-loss selling – How to avoid superficial losses: https://bit.ly/32FIusb
Vanguard document about the home country bias among Canadian investors: https://bit.ly/36NeYC7
In this fourth episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects:
In the news: the flurry of “blank cheque” IPOs (Special Purpose Acquisition Corporations or “SPACs”) in the U.S.
Indices underlying Asset Class ETFs are not all the same: make sure to always understand the underlying securities and indexing methodology.
The bad advice of the day: « Buy Small and Mid-Cap Healthcare stocks »
Listener’s question: “How do I, as an individual investor, replicate the investment strategies implemented by the large Canadian Pension Plan Models?
In this third episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects:
An interview with Sébastien Betermier of McGill University about the Canadian Pension Model of investing
The good advice of the day: « Consider mutual fund and ETF risk ratings with caution »
Listener’s question: “How can I capture the small cap premium?”