Can You Be Too Diversified? Investing is a bit like walking a tightrope between risk and reward. Investors try to find the sweet spot that maximizes their returns while minimizing their risks. But sometimes, in their quest for a balanced portfolio, they end up making mistakes....
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“Them’s fightin’ words!” Or so a character might say if I was writing a script for a 1950s Western. Nevertheless, some in the stock picker’s camp might take offence at the assertion in the title of this blog post. This seems to suggest that there...
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On July 4, 2022, I posted my 154th blog, on the topic of bonds and GICs. Coming off a long-term situation when the returns from these fixed-income products left many investors with little interest in buying something other than equities (individual stocks, equity mutual funds...
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Can You Be an Anti-Capitalist Investor? Investing, as we conventionally understand the word, is a deeply capitalist enterprise. So, if you find capitalism to be a deeply flawed economic and social system, is there a way to save, invest, and build wealth in a manner that...
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I think Gordon Pape Got it Wrong For the most part, I can read investment columnist Gordon Pape’s writings with composure. Every once in a while, however, he writes things that I think just aren’t so. His article, Diversifying your portfolio – how much is too...
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Ten percent per year! That’s a nice round number and what many investors think is a realistic annual investment return. At that rate, following the “Rule of 72,” you will double your account value in 7.2 years – without adding an extra dollar! Let’s imagine that...
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Introduction Definition of Socially Responsible Investing Socially responsible investing, also known by other terms such as responsible, sustainable, or ESG (environmental, social, and governance) investing, is a practice that uses various socially beneficial criteria to seek out securities to invest in. Importance of Socially Responsible Investing Investing has generally...
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Two years ago, when I last wrote about the table of returns across asset categories, I observed, “the consistently steady performance of the US stock market.” It appears that things have not changed despite the poor performance of American stocks last year. As I did in...
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One of the reasons why people love dividends, especially in the accumulation stage, is that they like the idea of being paid from their investments and using those investments to buy more of the same securities. This can be done in an automated matter by...
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Are you looking for New Years Resolutions? If your ideas involve financial concerns, you have come to the right place. Below are nine different options to consider for 2023. All will require a bit of work to accomplish, but equally, all will leave you in...
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