Podcast 22: How Smart Is Your Beta?
In episode 22 of the podcast, I revisit smart beta, one of the most significant trends in the ETF marketplace. To help explain what smart beta is, and the challenges faced by investors who use these s [...]
How to declutter your portfolio
Before you add another new fund to your portfolio, consider these two key questions. [MoneySense]
Finding good stock data for Canadian equities
U.S. market data is easily available, but DIY investors need to dig deeper to find Canadian info. [MoneySense]
Is diversification as we know it broken?
Bonds usually offer protection when equity markets go into a tailspin – but as we've seen in recent months, it doesn't always work that way. [Globe and Mail]
Podcast 10: MoneySense, We Hardly Knew Ye
If you’ve been a reader for a while, you know that I have a long association with MoneySense, a magazine I contributed to for some 15 years as a feature writer, columnist, and editor. MoneySense didn’ [...]
Can ETFs Make the Market Go Up in Smoke?
[Note: This was an April Fool's joke!] Does the growing popularity of indexing and ETFs pose a real danger to the markets? As I discussed on a recent podcast, some market experts are concerned that th [...]
Podcast 6: Wishing Upon a Morningstar
Are truly active managers more likely to beat the market than those who stay closer to their benchmark index? In my latest podcast, I discuss this idea with Christopher Davis, a strategist and researc [...]
Understanding the Quality Factor
This is Part 7 in a series about smart beta ETFs. See below for links to other posts in the series. In this installment, we look at the quality factor: the idea that companies with strong balance shee [...]
Understanding the Low Volatility Factor
This is Part 6 in a series about smart beta ETFs. See below for links to other posts in the series. In this installment, we look at the low volatility anomaly: the surprising idea that stocks with low [...]
Understanding the Momentum Factor
This is Part 5 in a series about smart beta ETFs. See below for links to other posts in the series. In this installment, we look at the momentum factor: the idea that stocks that have recently risen o [...]
