The only free lunch on Wall Street is diversification. Putting assets in your portfolio that can help reduce your risk is the prudent thing to do. For 15 years, analysts and strategists have been telling you to be bearish on bonds – that prices would
Last week Bank of Canada Governor Poloz tossed a bit of a curveball to investors. There is no doubt the unbelievable Canadian employment numbers have been improving. When I say unbelievable I mean not credible, rather than “wow they have been so impressive”. Despite the
From a yield perspective, long U.S. treasuries (TLT) yield about 2.8 per cent and long Canadas yield about 2.00 per cent (ZFL). This compares to a less than two-per-cent yield for the U.S. equity (ZUE) market and a 2.7 per cent yield for the S&P
It was 10 years ago this month that Berman’s Call was first aired. That got me thinking about long-term investing. This week I’m looking at drawdowns (also known as bear markets). What I consider market noise and almost any investor can handle is a 5
It was 10 years ago this month that Berman’s Call has been on air. That got me thinking about long-term investing. At my St. Catharine’s, Ont. show this weekend, I polled the audience as to who was a long-term investor. The vast majority of the
U.S. President Donald Trump will address a joint session of Congress on Feb. 28. He is expected to talk a little tax — it’s the lower taxes and lower regulations that the markets have been celebrating. But there needs to be a lot of horse
Last week I looked at how I build a position in a value stock and how we transition out of it if it is not working for us. The key to this style of investing is understanding the following concept: An important psychological cost to
For years, I’ve said the goal of building efficient portfolios is based on three main principals: diversification, maximum return, and minimum risk. Learning how to navigate the market through active asset allocation is one of the best things individuals who have taken on the responsibility
One of the best presentations last week from ETF.com’s Inside ETFs conference was from Michael LaBella, a portfolio manager at QS Investors. The presentation made the case for why smart (factor) index portfolios should be used by all investors. The adoption of passively managed index
For the sixth year, I’m attending the www.ETF.com Inside ETFs conference in Fort Lauderdale, Fla. This is increasingly the best ETF conference going. One of the best presentations each year comes from the work done by Research Affiliates. We have had them on the show