Portfolio Engineering Concepts
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: Warren Buffett’s Annual Letter to Shareholders
Main Topic: Active vs. Passive in Bear 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: The latest Market Stats as of September 30
Main topic: “What have markets taught us since 2000?” – A roundtable
Good advice of the day: “Yes, bonds still belong to your portfolio”
Listener’s question: “I am concerned with the possible impact of rising government debt levels on my portfolio. How can I preserve capital?”
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?”