Episode 12: The Tax Treatment of your Portfolio

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: Tremors in the bond market

  • The tax treatment of your investment portfolio: an update

  • The bad advice of the day: ““Buy high-dividend stocks”

  • Listener’s question: What’s your opinion about the new Bitcoin ETFs?”

Episode 11 : Are we in a stock market bubble?

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: The Merging with a SPAC, the new exit strategy for VC-backed firms

  • Are we in a stock market bubble?

  • Good advice of the day: “Avoid selling short”

  • Listener’s question: “What’s the role of small cap stocks in a portfolio?”

Episode 10: The Gamestop phenomenon

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: The Gamestop phenomenon – What can we learn from it?

  • Are tech stocks an asset class?

  • Bad advice of the day: “Increase the return on your fixed income securities”

  • Listener’s question: “Why keep an overweight position in value stocks?”

Links:

Tech stocks dominate the market:

The Value Premium:

Episode 9 : The Value Premium

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: The emergence of ARK Financial ETFs in the U.S.

  • The Value Premium: Fact or Fantasy?

  • Bad advice of the day: “Increase the allocation to cash”

  • Listener’s question: “Once my registered account contributions are maximized, what are the best categories of ETFs for greater tax efficiency and simpler accounting?

Episode 8: Lessons of 2020

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: Our asset class return review as of year-end

  • Investment lessons of 2020

  • Good advice of the day: “Contribute early to your registered accounts”

  • Listener’s question: “Considering the high correlation between regional markets and the disappointing performance of the Canadian and international equity markets, should I concentrate my portfolio on U.S. stocks?”