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 13: The Tax Treatment of your Portfolio – Part 2

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: Should we fear inflation?

  • An Update on the tax treatment of your investments – part 2

  • Good advice of the day: “Beware of your good investing ideas!”

  • Listener’s question: What is your opinion about thematic ETFs?”

Episode 12: The Tax Treatment of your Portfolio

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: Tremors in the bond market

  • The tax treatment of your investment portfolio: an update

  • The bad advice of the day: ““Buy high-dividend stocks”

  • Listener’s question: What’s your opinion about the new Bitcoin ETFs?”

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: