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?
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?”
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?”
Capital Gain Distributions from Canadian ETFs
Private equity funds
The good advice of the day: Year-end tax planning (part II)
Listener’s question: What are the consequences of excess contributions to a TFSA?
Links From Today’s Episode:
Capital gain distribution estimate announcements:
The Enterprising Investor: Myths of Private Equity Performance (Part I)
When More is Less: Investment Lessons from U.S. Endowments
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