Putting dividend investing under the microscope

“That market correction was too much for me. It was unexpected, it was quick, and it caused me worry. I know the market values have partially recovered from their lows, but what can I do now to protect myself? What if the market declines again?”

You’re probably familiar with the concerns that contributed to the drop in REIT prices as the economy locked down in March. One important worry has been the trend to work from home. The other has been the difficulties of bricks-and-mortar retail.

Today, we get into a masterclass on retirement planning with a true expert in the field whose perspectives are distinctly evidence-based, Fred Vettese. Fred is a Partner and former Actuary at Morneau Shepell and author of three retirement books including Retirement Income For Life.

How’s your portfolio holding up in volatile 2020? For many investors, it depends on what they have in there.

Welcome to another episode of the Rational Reminder Podcast! Today’s main topic is how to pick an actively managed fund to invest in despite funds of this type producing lower returns than passive ones!

Do you have to give up returns when you opt for responsible investments? That’s an important question for many people who are considering whether to switch to a portfolio more aligned with their personal values.

Even though we learn that money is merely a means of exchange, a store of value, or a unit of account, it’s so much more than this. Money captures so much of what we grapple with like hope, joy, fear, regret, and envy, yet it’s widely surveyed as being the least spoken-about issue when compared to religion, mortality, and marriage. Dr. Brian Portnoy, the author of The Geometry of Wealth, joins us today to share his view on wealth.

We kick off today’s episode of the Rational Reminder by discussing when Ben will be publishing his new model portfolios and a quick look at some of our upcoming guests and resources you might want to take a look at.

Who better to have on the 100th episode of the Rational Reminder Podcast than Professor Ken French? Ken has been a massive inspiration to us and has remained a guiding light for sensible, evidence-based investors over the last few decades! His work with Eugene Fama stands as the seminal work on the subject of passive investment portfolios and we are so delighted to have him on the show today as we talk through some of his thoughts on a variety of subjects.

A recent article in the Globe and Mail forcefully made the case that the huge growth of passive investing is distorting markets and creating unintended risks for investors.