Behavioural Finance Benjamin Felix Principal Protected Notes vs. a Balanced Portfolio PWL Capital 2015-02-10T10:00:00 February 10, 2015 Principal Protected Notes are investment vehicles governed by complex contracts that are not regulated or reviewed by any securities commission. In most cases, the contract offers investors the opportunity to participate in a percentage of the price increase of an underlying group of assets (stocks, bonds, an index) over a set period of time while being guaranteed to receive their initial investment back at the maturity date. The pitch is that this is an opportunity for investors to participate in the potential upside of some assets, with none of the downside. This is a great story. It’s so good, in fact, that Tony Robbins advised his millions of readers around the world to take advantage of this type of investment vehicle.
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Benjamin Felix Preferred Shares: Not worth the risk in non-taxable accounts Feb 2, 2015 Advanced Investing