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Efficient Markets - Podcast

Home Country Bias - What Is It and Why Does It Matter? Thumbnail

Home Country Bias - What Is It and Why Does It Matter?

According to Statista.com - Canadian stocks make up 2.4% of the total global equity market capitalization. According to Vanguard, Canadians, on average, allocate about 56% of their equity portfolios to Canadian stocks. This is called a home country bias. We talk about the issues with allocating so much of your portfolio to Canadian stocks and some of the reasons that you may want to diversify away from Canada in your portfolios.

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6 Keys to the Upper Reaches of Investing : Nick Murray Thumbnail

6 Keys to the Upper Reaches of Investing : Nick Murray

I walk through the 6 Keys to the Upper Reaches of Investing according to Nick Murray. In his book "Behavioural Investment Counselling" Nick walks us through 6 steps which, if followed, can put you into the top of your peer group in terms of long-term investor returns. This book is one of my favourite investing books, and I'm glad to share it with you.

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The Value of Staying The Course Thumbnail

The Value of Staying The Course

I can probably convince an investor that diversifying away from a single stock makes sense. I can probably convince them that owning stocks outside of Canada makes sense (getting away from home country bias). I can probably convince them to own fixed income if they don't need or want a lot of volatility in their portfolio. Why, then, is it so hard to pursue other diversifying factors in a portfolio for the long run?

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A Winning Investment Strategy (Historically) Thumbnail

A Winning Investment Strategy (Historically)

While it may seem like the high-flying growth stocks are the best investment going forward, historically this is not the case. It's not that these aren't great companies with great prospects. It is simply because these stocks are priced too high

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Should I Own a Concentrated Portfolio of Stocks? Thumbnail

Should I Own a Concentrated Portfolio of Stocks?

If you pick a small handful of stocks out of the 10,000+ stocks in a global index fund portfolio, you may get lucky and outperform for a short period of time. But, there's a good chance that you missed out on some of the big winners as well. What's the cost of missing out on the top performing stocks? Lets take a look.

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Checking in on Active Management Performance Thumbnail

Checking in on Active Management Performance

Standard and Poors (S&P) Dow Jones Indexes releases a semi-annual report that measures the performance of actively managed mutual funds and ETF's. This report is useful tool in analyzing the benefits (or lack of benefits) of investing in actively managed funds in pursuit of market beating returns.

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Introducing Efficient Markets Thumbnail

Introducing Efficient Markets

Some news! I have changed the name of my podcast from Retire Me to Efficient Markets. Listen in to understand what this change means, what's changing, and what's staying the same. Thanks for listening!

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