The Promise of Fundamental Indexing
Last Friday, I had the pleasure of attending a talk by Rob Arnott, the creator of the Research Affiliates Fundamental Indexes (RAFI). If you’re not familiar with fundamental indexing, here’s a primer. [...]
Can Your Funds Outperform Over a Lifetime?
Advocates of active management admit that only a minority of mutual funds will outperform their benchmarks, but they argue there is still a significant probability of success. According to the data Ri [...]
The U Portfolio
I recently received the following article from an investment advisor in western Canada. It contains a proven strategy for achieving outstanding returns, and the advisor has agreed to share it with rea [...]
Debunking Dividend Myths: Part 5
This post is the fifth in a series exploring the myths and misunderstandings about dividend investing. The goal of the series is to argue that many investors following a dividend-focused strategy may [...]
Debunking Dividend Myths: Part 3
This post is the third in a series exploring the myths and misunderstandings about dividend investing. The goal of the series is to argue that many investors following a dividend-focused strategy may [...]
Debunking Dividend Myths: Part 1
This post is the first in a series exploring common myths and misunderstandings about dividend investing. The goal of the series is to argue that many investors following a dividend-focused strategy m [...]
High-Yield Bonds and Your Portfolio: Part 2
In Monday's post, I discussed the growing popularity of high-yield bonds: four Canadian ETFs covering this asset class have appeared in the last 12 months. I explained how investment gurus Larry Swedr [...]
High-Yield Bonds and Your Portfolio: Part 1
With income trusts facing new rules in 2011, investors are looking for other income-producing securities to fill the gap. Many are looking for a one-two punch of dividend-paying stocks and high-yield [...]
Review: Lifecycle Investing
Most investors understand that you should have more exposure to stocks when you’re young and gradually allocate more to bonds and cash as you approach retirement. In their new book, Lifecycle Investin [...]
Indexing’s Dirty Little Secret
“Most actively managed mutual funds underperform the market.” Couch Potato investors sing this refrain all the time in defense of ETFs and index funds. I’ve done it many times myself — a bit smugly, I [...]
