Portfolio Matters

2009

1st Quarter		Markets searching for a bottom

4th Quarter		Light at the end of the tunnel

3rd Quarter		Portfolio approach beats panic approach

2nd Quarter		Bear Calling

1st Quarter		The Quarter of Crisis


January		Where We Were

Dec-01	Riding The Wings of a Rate Cut	Read

Nov-24	$1000 Gold ?	Read

Nov-17	A Volatility Spike? And what that might suggest for strategies this week	Read

Nov-10	Withdrawal Pains Portfolio alternatives for withdrawal stage investors	Read

Nov-03	Dividend Exposure Even covered call writing can expose you to a dividend obligation	Read

Oct-27	Bank Bashing And other factors that detract from wealth creation	Read

Oct-20	Income Alternatives	Read

Oct-13	Taxing Options	Read

Oct-06	The Fed Cuts Interest Rates Good or Bad?	Read

Oct-01	A Canadian Dollar Story	Read

Sep-29	The Active Passive Debate Beyond index funds	Read

Sep-22	The Many Forms of Diversification	Read

Sep-15	Transparency, Reference Dependent, Myopic Loss Aversion And other factors that detract from wealth creation	Read

Sep-08	The Perfect Investment Strategy	Read

Sep-01	The Portfolio Approach Is the right approach	Read

Aug-18	Building Appropriate Benchmarks	Read

Aug-11	The Rationale for Portfolio Benchmarks	Read

Aug-04	Sub-Primal Fear And the Madness of crowds	Read

Jul-22	The Assumption of Risk Assume risk because you need to, not because you can	Read

Jun-16	Properties of Fixed Income Assets How bonds are priced, how bonds move, where bonds fit in a portfolio	Read

May-26	The Sound of Music And the madness of crowds	Read

May-19	Income Trusts Do Not A Portfolio Make	Read

May-05	How Professional Portfolio Managers Manage It is all about risk managed through M.P.T., C.A.P.M., and a litany of other acronyms	Read

Apr-28	Active Versus Passive Investing What approach you use depends on what you believe is in store for the markets	Read

Apr-21	The Role of Gold in a portfolio Gold bullion, gold stocks, active or passive?	Read

Apr-14	The Fruitless Search For ‘Certainty’	Read

Apr-01	A Spring Ritual FPX Rebalancing The FPX Indexes version of April fools	Read

Mar-23	The Role of The Advisor Understand what advisors do and what they are paid	Read

Mar-15	The Required Rate of Return	Read

Mar-08	Shanghaied? Big picture risks needn’t mean big picture headaches	Read

Mar-01	The Portfolio Effect Finding the right kind of diversification	Read

Feb-22	Hedge Funds Within A Portfolio Now that we understand some of the strategies, how do we use hedge funds?	Read

Feb-15	The Convertible Short Hedge Part II The impact of rising and falling stock prices	Read

Feb-08	Convertible Hedging Another Popular Hedge Structure	Read

Feb-01	The Long Short Hedge Fund Is A Long Short Hedge Fund Just Another Equity Fund?	Read

Jan-25	Portfolio Theory and Hedge Funds Where do hedge funds fit within the modern day portfolio	Read

Jan-18	Navigating the Investment Maze With or without a financial advisor	Read

Jan-11	Does Father Know Best? Does holding one stock in a portfolio ever make sense?	Read

Jan-04	The Three Metrics Of Investing Goals, Returns and Probabilities	Read

Dec-21	The Case for an All Equity Portfolio On the return side, it has merit, on the risk side, it is an open question	Read

Dec-14	Re-thinking the RRSP Model Global Investing, retiree marginal tax rates, RRSP withdrawal impact on claw backs	Read

Dec-07	When It Comes To Asset Allocation Is tactical asset allocation or strategic asset allocation the right approach	Read

Nov-30	A Question About Early RRSP Withdrawals When taking money now makes more sense than taking it later	Read

Nov-22	Measuring Returns Against A Benchmark	Read

Nov-15	Asset Allocation, Diversification, Efficient Frontier	Read

Nov-08	The Politics of Investing The role of diversification in a political.	Read

Nov-01	Perception and Reality Before buying or selling, understand what is driving your decision.	Read

Oct-26	Fixed Income Assets – Part II Questions from readers...	Read

Oct-19	Fixed Income Assets Their role within a portfolio and other questions...	Read

Oct-12	It Is Not About Timing The Market It is about time in the market…	Read

Oct-05	Star Power and the Hedge Fund Game Natural gas prices plummet, Hedge funds lose… Is there more to come?	Read

Sep-28	Exchange Traded Funds and The Portfolio Examining performance, costs and efficiency	Read

Sep-21	The Randomness of Efficient Markets (part 2) In search of the holy grail	Read

Sep-14	The Randomness of Efficient Markets This week the questions, next week some answers	Read

Sep-07	The Retirement End Game Moving your RRSP assets into a RRIF at age 69	Read

Aug-31	Creating More Tax Efficient Portfolios Looking at some ways to reduce taxes and retain capital for future growth	Read

Aug-24	Creating Wealth The role of tax efficiency	Read

Aug-17	A Short Term Portfolio Mandate Some thoughts from a baby boomer to the next generation	Read

Aug-10	Latest Information on Foreign Currency inside RRSPs And issues related to forced conversions	Read

Jul-26	Investing Is All About Wealth Creation? The key to accumulating wealth is to understand what impacts wealth	Read

Jul-19	Modern Portfolio Theory How Portfolio Managers Manage	Read

Jul-12	Revisiting Hedge Funds Are they too complex, innovative or like PORTUS, just silly?	Read

Jun-21	Understanding Hedge Funds Do they belong in a portfolio	Read

Jun-14	Real Estate - Part Deux	Read

Jun-07	Real Estate as an Asset Class	Read

Jun-01	The Sound of Music And the madness of crowds	Read

May-18	Fixed Income Securities in Your Portfolio	Read

May-11	Approaches to Fixed Income Management	Read

May-04	Properties of Fixed Income Assets How bonds are priced, how bonds move, where bonds fit in a portfolio	Read

Apr-27	The Domino Affect Could panic induced fund redemptions escalate into a panic sell-off	Read

Apr-06	Framing Performance Expectations Time line, myopic loss aversion and other factors that detract from wealth creation.	Read

Mar-30	FPX Indexes	Read

Mar-07	A Senior’s Easy Chair Portfolio	Read

Mar-03	An Active Retirees Portfolio Seniors need more growth than some traditional portfolio models suggest.	Read

Feb-23	What Is A Portfolio?	Read

Feb-16	Portfolio Benchmarks	Read

Feb-09	Active management versus passive indexing Is one approach better than the other?	Read

Jan-26	Why Own Banks? Because that’s where the money is ...	Read

Jan-05	Income Trusts Do Not A Portfolio Make	Read


Dec-22	Gold… to trade or not to trade	Read

Dec-15	The role of Gold and US equities in a portfolio	Read

Dec-08	The Fire Fighter, The Pension, The Retirement, The Portfolio	Read

Dec-01	Thirty something investors	Read

Nov-24	Thirty something investors	Read

Nov-17	Mr. Green	Read

Nov-10	The Style Factor In Investing	Read

Nov-03	Portfolio Matters	Read

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