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Socially Responsible (Environmental, Social, Governance) Investing - What...
Back in 2009 we first wrote about Socially Responsible Investing (SRI), also commonly known as investing based on Environmental, Social and Governance factors (ESG). Â The chart below from one of the...
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Socially Responsible Canadian Large-Cap Companies - Who's the fairest of them...
Last week's post on the latest in Socially Responsible Investing talked only of various funds, not individual companies. Some investors might want to assemble their own portfolio of such companies, or...
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Shareholder Yield - the New, Improved version of Dividend Investing
We've previously noted the income and return attractions of high dividend stocks and ETFs concentrated in such stocks. After all, producing cash for shareholders is ultimately what investors want from...
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Canadian Equity Market Darlings and Dogs: August 2014 Update
The days and weeks have been flying by in a very upbeat Canadian stock market this year. It's time for our semi-annual look at the Canadian equities market to see which sectors and companies the market...
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Shareholder Yield - How do the popular dividend stocks measure up?
Recently we introduced  the idea of using Shareholder Yield as broader measure of dividend stocks that are likely (according to historical experience and some academic research) to provide better...
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The #1 Canadian Dividend ETF according to the Shareholder Yield Test
In the past month we have written several posts on using Shareholder Yield as a broader measure of dividend performance, first introducing the concept, then looking at which individual Canadian stocks...
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Fixed Income - best rates in Canada for 1 to 20+ year maturities
A year ago we compared the best available rates for safe fixed income investments with a variety of maturities from on-demand savings accounts to terms expiring in 20+ years. Rates keep changing and...
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Refining the 4% Retirement Withdrawal Rate Rule: Pay Attention to Stock...
How much can be withdrawn each year to spend on retirement expenses without depleting an investment portfolio can be a daunting decision considering the money has to last 25, 30 years or more. In 2009...
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Retirement Spending Rules and Forced RRIF Withdrawals
Last week's post left unexplored retirement portfolio withdrawal strategies that could serve as alternatives to our base case of a constant inflation-adjusted dollar amount. This week, we'll look at...
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ETF Liquidity Risk - What's real, What's hype, What to do
A few days ago, deputy governor of the Bank of Canada Carolyn Wilkins voiced concerns about ETF liquidity, a repetition of those raised in 2011 by the Financial Stability Board and by the Bank for...
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Canadian Real Estate ETFs - Which is best?
REITs are a basic component of most diversified portfolios. We first looked at the basic characteristics of investing in real estate trusts and funds in 2010, with updates in March 2011 and in December...
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Canadian REITs - Which look good, which don't
Last week's post concluded by noting that the continued success of Canadian REIT ETFs from iShares and Vanguard depend a lot on two of their heavyweight holdings - RioCan and Boardwalk. This week,...
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Ins and Outs of Managing Your Own Portfolio of REITs
As we mentioned a couple of posts ago when we started looking at Canadian REITs again, it is quite feasible for an investor to build a reasonably diversified portfolio of individual holdings instead of...
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Testing the Ultra-Safe ARVA Retirement Portfolio Withdrawal Method
The 4% constant inflation-adjusted rule we posted about in 2009 is the standard advice for setting a retirement portfolio withdrawal rate that is not expected to run out of money, simply because the...
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Currency and Inflation Effects on Model Portfolio Performance
Almost five years ago we reviewed how a broadly diversified international portfolio would have fared in the period from 1992 to late 2009. There's been more water under the bridge so let's update and...
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Women on Boards: Pleasing Progress
A few years ago, we explored whether the presence of women on boards of directors was something investors should pay attention to. The indications we found in research and our cursory look at...
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How Effective is Using Dispersion of Analyst EPS Estimates to Assess Stocks?
Two years ago our post applied the "wisdom of the crowds" principle, made famous by James Surowiecki, to analyst future Earnings Per Share (EPS) estimates to try to differentiate attractive safe...
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Which Stocks and ETFs are Safe and Secure per the Dispersion of Analyst EPS...
As promised last week, today we review the stocks that look most or least attractive according to the degree of dispersion of professional analyst EPS estimates. The lower the dispersion between the...
View ArticleInvesting Ideas from Two Highly Successful Pension Funds - Ontario Teachers'...
The Ontario Teachers' Pension Plan (OTPP), with ten-year annualized compound investment returns of 8.9% at 2013 year-end, has been recognized as the number one rated pension fund in the world, which it...
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Liability-Driven Investing during Retirement for the Individual
Traditional investing strategy seeks to maximize returns considering the risk involved. Asset classes are selected and weighted according to how well they fit together, for the amount of...
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