This week on Money For the Rest of Us Plus we look at the size of the indexing market and discuss whether there are too many indexers and not enough active managers. We also look at why hedging Canadian and Australian equity exposure actually increases volatility. I discuss what is a reasonable bid-ask spread when purchasing an ETF. And finally, we look at Canadian REITs and MLPs. The episode length is 26 minutes. … [Read more...]
MNY113 Plus: Model Portfolio Change, Small ETFs and Brexit
This week on Money For the Rest of Us Plus we discuss a change in the model portfolios' non-investment grade bond allocation due to the closure of an iShares ETF that is part of the portfolios. We look at the process of what happens when an ETF closes and how to go about exiting. Finally, we look at what is next for the UK as part of its transition from the European Union. The episode length is 16 minutes. … [Read more...]
MNY112 Plus: Bond Management, Duration and Adjusting Portfolios
This week on Money For the Rest of Us Plus we discuss how much should one adjust their portfolio if investment conditions turn RED. We also look at the large gains year-to-date for long-term bond funds and what caused it. We also look at how bond managers adjust their portfolios for cash inflows and outflows. Finally, I share some investing facts that are hard to believe. The episode length is 22 minutes. … [Read more...]
MNY111 Plus: Equal Weighted Stock Portfolios and Regional Specific ETFs
This week on Money For the Rest of Us Plus we review the performance of equal weighted stock portfolios using ETFs as well as Personal Capital's use of individual stocks to implement the strategy. I also answer a member question as to why there are not regional equity specific ETF recommendations on the Hub. Finally, I address some follow up issues on Canadian investors and counter-cyclical indexing. The episode length is 29 minutes. … [Read more...]
MNY110 Plus: Taxes, Currency Hedging and Canadian Investors
This week on Money For the Rest of Us Plus we review the decision criteria of whether it make sense to rebalance your taxable portfolio after taking into account capital gains taxes. I also answer a question on how to use the Hub to simplify investing. Finally, I discuss how Canadian investors could implement portfolios similar to what is found on the Hub using Vanguard's Canadian offerings. We also look at the considerations for using Canadian dollar hedged ETFs. The episode length is … [Read more...]
MNY109 Plus: Portfolio Construction and Advisory Fees
This week on Money For the Rest of Us Plus we discuss how advisory fees can be a significant drag on performance returns. We also look at which asset classes do better during episodes of inflation and deflation. Finally, we review a new academic article by Cullen Roche on portfolio construction. The episode length is 24 minutes. … [Read more...]
MNY108 Plus: REITs versus Crowdfunding, and Raising Cash
This week on Money For the Rest of Us Plus we discuss the differences between investing in real estate investment trusts and real estate deals on crowdfunding sites. I also answer member questions on raising cash to fund retirement expenses and raising cash based on market conditions. Finally, we discuss portfolios for a three to five year timeframe. The episode length is 15 minutes. … [Read more...]
MNY107 Plus: Timing Smart Beta, Lending Club Woes and the National Debt Size
This week on Money For the Rest of Us Plus we review a new academic paper on whether it is possible to time exposure to smart beta factors. I also discuss the departure of Lending Club's CEO and whether that should change our opinions on peer-to-peer lending. Finally, we look at different measures of U.S. national debt size and look at Brazilian economy to see why it is experiencing inflation and high interest rates even though it controls its own currency and is in a recession. The … [Read more...]
MNY106 Plus: National Debt, Solar Bonds, Permanent Portfolios, Emerging Markets and Dissecting A Portfolio
This week on Money For the Rest of Us Plus we cover a number of different topics. I address hyperinflation and the national debt. I also answer questions on emerging market stocks, solar bonds and international stock exposure when implementing a Permanent Portfolio. I also analyze a member's asset allocation in his retirement account to estimate the expected return and risk and compare it to one of the Hub's model portfolios. The episode length is 24 minutes. … [Read more...]
MNY105 Plus: Expected Stock Returns and Activist Investing
This week on Money For the Rest of Us Plus we review McKinsey Global Institute's recent report on expected stock market returns and compare it to the return assumptions on the Hub. We also look at how successful activist investors have been in their quest to boost returns by initiating changes in strategy and management in their target companies. Finally, I answer some follow up questions on implementing model portfolios. The episode length is 18 minutes. … [Read more...]
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