Posts Tagged ‘mutual funds’

Eggs, Baskets, and Diversification

Eggs, Baskets, and Diversification

Courtesy of Balance Junkie It’s almost Easter and many of us have thoughts of eggs and baskets running through our heads. Everyone’s looking forward to enjoying a little chocolate and some quality time with family and friends. In terms of... (Continue reading)

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Will Actively Managed Mutual Funds Ever Go Away?

Will Actively Managed Mutual Funds Ever Go Away?

These days, the passive investing movement is gaining momentum faster than I get rejected for dates by attractive ladies. And for good reason. Actively managed mutual funds may sometimes outperform the index, but are more often than not surpassed by... (Continue reading)

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To fee or not to fee? That is the question

To fee or not to fee? That is the question

After the financial crisis of 2008-09, governments around the world started looking at ways to make the investment business more ethical and transparent to consumers. Some countries are changing the compensation system for financial intermediaries. Instead of allowing product providers... (Continue reading)

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5 Canadian Portfolio Managers You Should Follow

5 Canadian Portfolio Managers You Should Follow

When it comes to the capital markets, information overload is a very distinct reality for most people, including ourselves. From countless websites and blogs dedicated to stocks, options, mutual funds, hedge funds, personal finance etc. etc. to print media and... (Continue reading)

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Using Put Options to Protect Your Portfolio

Using Put Options to Protect Your Portfolio

As options are a fairly sophisticated method of investing/speculating, I rarely write about them as I’m a big believer in sticking with the basics.  However, with the expectation of some sort of market correction between now and October 2010, I’ve... (Continue reading)

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A Time to Sell?

A Time to Sell?

Recently in the comments section of a post from July 2008, titled 30% today vs. 50% tomorrow, a reader John asks the following question, “I noticed some of my mutual funds are showing a 70% return from one year ago (market... (Continue reading)

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ETFs Deteriorating

ETFs Deteriorating

The average quality of ETFs has been deteriorating lately. Further evidence of this comes from a Morgan Stanley study where they found that US ETF tracking error in 2009 averaged 1.25% compared to only 0.52% in 2008. (I found this... (Continue reading)

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