Maybe, the answer is maybe. Last week I suggested that Crypto and Bitcoin was a Ponzi Scheme. The security regulators official definition can be found here. Let me rephrase. It’s not a Ponzi Scheme (per se), but it is worth only what the next person
Category Archives: Portfolio Management
For the 8th year running, I’m coming to you from the largest ETF conference in the world in South Florida. It’s a no brainer conference to attend for anyone interested in ETFs and it’s South Florida in the Winter (LOL). This conference brings together the
Buying the dip always makes sense if you want a sleep-at-night type of portfolio rather than buying strength. The question, as always, is what do you buy and when do you buy it? We almost always focus on the S&P 500 because it represents almost
I recall the Barron’s round table discussion in the January 2008 issue where the majority of panelists were very optimistic on the outlook for 2008 earnings as the Great Recession was digging in. What investors need to understand is that Wall Street is always painting
This week we talk to the head of the first active ETF company in Canada, Steve Hawkins, President & CEO, Horizons ETFs Management Canada. Horizons was the first to bring active ETFs to the market. To be fair, I did not think active ETFs would
The research into sources of returns in portfolios dating back to the late 1980s in the Beebower, Brinson, and Hood study. It concludes that tactical asset allocation is by far the most important determinant of the bottom line outcome versus security selection (picking specific stocks
In my 2019 forecast, I’m on record calling for a recession to play out into a 2020 market bottom. The market behaviour in December is likely a warning to what 2019 could look like. As always, sticking your head in the ground in denial is
If you haven’t heard me say this 100x before, or are just tuning in to hear what yet another one of these “talking heads” thinks is sure to happen in markets – let me disappoint again – NO ONE KNOWS what will happen next in
I often get asked about when to use covered call ETFs versus similar exposure that does not have the enhanced yield. The general answer is that in sideways to falling markets, a covered call strategy will generally improve your results. For Canadians, the benefit of
For years I’ve been preaching the merits of being an active investor versus a passive investor. The unique aspect of my approach is to use passive index strategies with ETFs to make active asset allocation decisions. Asset allocation is far more important than security selection