Managing Your Investor Mindset/Behavioral Finance

Episode 18: The Behaviour of Canadian Financial Advisors

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 ban on mutual fund Deferred Sales Charges in Ontario

  • A study with surprising findings from Dartmouth University about the behaviour of Canadian financial advisors

  • Bad advice of the day: “ETFs are not enough to build a good portfolio, add individual stocks!”

  • Listener’s question, who asks: Should I start cashing out of my RRSP progressively now or defer it as much as possible?

Episode 15: Warren Buffet’s Annual Letter to Shareholders

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 debacle of the Archegos hedge fund

  • Highlights from Warren Buffet’s annual letter to shareholders

  • Bad advice of the day: “Sell in May and go away”

  • Listener’s question: Why are equity expected returns so low?

Episode 14: Portfolio Expected Returns

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 first quarter Market Stats

  • An update portfolio expected returns

  • The bad advice of the day: “Buy bank sector ETFs now!”

  • Listener’s question: “Can stocks crash during an economic boom?”

 

Links:

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: