DIY Investing

Devilish Details Can Derail Your Small-Cap Stock Funds

Most investors accept that small-cap stocks have outperformed large-cap stocks over the long-term. This “size effect” was the first market anomaly to challenge the single-factor, capital asset pricing model. Unfortunately, as I’ll explain in this post, I’m unaware of any funds currently available to a DIY investor that DO properly apply the small-cap effect.

Behavioural Finance
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The Rational Reminder Podcast Episode 27 – Evidence Based Investing: Changing the Minds of Advisors and Investors with Robin Powell

In the first episode of the Rational Reminder Podcast for 2019, we welcome Robin Powell. Robin is a journalist and content creator who has dedicated the more recent part of his career to helping spread the word on research backed investing and turning the tide on the history of investment advice.

Advanced Investing

Regulations: Protecting Industry over Investors!

What the Ontario government is trying to do to the investment industry is shameful. We like to think regulations are there to protect us, but the current Ontario government and the Canadian Securities Administrator are doing anything but that. The last few months have been incredibly frustrating to watch as regulatory proposals come out that are clearly not in investor’s best interests.

Advanced Investing
Pushing-Cart-Shopping-Outside-Mall

Podcast 20: One-Stop ETF Shopping

I’ve always tried to stress that successful investing is about the right process, not the right products. But good products certainly help. In the latest episode of the podcast, my guest is Todd Schlanger of Vanguard Canada, who was one of the architects behind the firm’s asset allocation ETFs, launched earlier this year to great fanfare in the DIY investing community.

Advanced Investing
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Asset Allocation in Plain English

Have you ever noticed? What’s clear to an “insider” isn’t always so obvious to everyone else. Doctors, lawyers, engineers … investment advisors. I’m afraid we’ve all been guilty of tossing around too many technical terms without defining them first.

Advanced Investing
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Fundamental Indexing

Rob Arnott, the founder of Research Affiliates, was on the Masters in Business podcast a while back. He said something that, to me, was fascinating. He criticized Dimensional Fund Advisors for starting with market cap weights to build their products.