Portfolio Engineering Concepts
In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss a variety of topics related to portfolio management and financial planning. Episode # 19 is all about the launch of “The Seven Deadly Sins of Investing” eBook, which aims to educate the public about common mistakes – even among highly informed and experienced investors – that plague returns and unduly increase risk.
Links – a few other posts cited in this episode:
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 outbreak of Initial Public Offerings
The Passive Vs. Active Fund Monitor
Good advice of the day: “Reading Financial News: The Top Ten Avoidable Distractions!”
Listener’s question: “Should I borrow against my home equity line of credit to invest in the markets?”
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?”
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?