Managing Your Investor Mindset/Behavioral Finance

Episode 68: Proof That Investor Behavior Has a Negative Impact on Their Performance

Proof That Investor Behavior Has a Negative Impact on Their Performance

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing the Morningstar U.S Mind the Gap 2024 report. 

This report highlights how investor mistiming the market had an impact on their performance. 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:  

You’re listening to Capital Topics, episode #68! 

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.  

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital. 

In our podcast today we will review the Morningstar U.S. Mind the Gap 2024 report which highlights how investor mistiming the market has an impact on their performance.   

Enjoy! 

2) PROOF THAT INVESTOR BEHAVIOR HAS A NEGATIVE IMPACT ON THEIR PERFORMANCE:

François Doyon La Rochelle: 

For our topic today, we will look at the results of the latest Mind the Gap report from Morningstar. This report analyzes the difference between the returns reported by U.S. mutual funds and exchange-traded funds compared to the returns obtained by investors. The latest report, released on August 15th, covers the 10 years ending on December 31, 2023. 

James Parkyn:  

Francois, I think our listeners will find this topic very useful. We alluded to it at the end of our podcast #63. In that podcast, we covered the performance results of actively managed funds against their respective passive counterparts, and we touched upon the spectacular growth in the market share of passive funds. …Read More

Links:

- Mind the Gap 2024: A Report on Investor Returns in the US | Morningstar by Morningstar 

- Episode 63: Active vs Passive 2023 management results & 2024 federal budget review — Capital Topics by James Parkyn & François Doyon La Rochelle – Team Parkyn-Doyon La Rochelle – PWL Capital 

Episode 54: Investing Life Skills for Early Savers

Investing Life Skills for Early Savers

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle review the latest eBook authored by James Parkyn titled Investing Life Skills for Early Savers.

This eBook is available on the Capital topics website and in our Team’s section on the PWL Capital website and will provide important life skills that will serve early savers on the road of making smart money decisions.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #54!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will review the latest eBook authored by James titled Investing Life Skills For Early Savers.

Enjoy!

1) INVESTING LIFE SKILLS FOR EARLY SAVERS :

François Doyon La Rochelle: In today’s Podcast, we will cover only one Topic which is a Review of the latest eBook Authored by you James titled INVESTING LIFE SKILLS FOR EARLY SAVERS. This ebook is available on the Capital Topics website and in our Team’s section on the PWL Capital website. This has been a major effort and, in our Team, we made a strategic decision a few years back to add Next Generation clients to our Practice which includes the children of our current clients…Read More

Links:

- Investing Life Skills For Early Savers by James Parkyn

Episode 46: Managing your Emotions in a sea of negative Financial Market Noise

 In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

  • In the News: Review of Q3 market results

  • Main Topic: Managing your Emotions in a sea of negative Financial Market Noise

Episode 28: Are investors expectations of future returns too high?

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

  • In the news: Wealthsimple’s Change of Heart?

  • Main topic: Are investors expectations of future returns too high? A look at a recent survey by the Large French Money Management firm Natixis

Episode 27: The “Mind the Gap 2021” Report

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: How the Big Banks are reacting to the new “Know Your Product” Rule

  • Main topic: The “Mind the Gap 2021” report on the cost of investor behaviour

  • Good advice of the day: Five advices from Raymond