Last Chance in 2014 to Avoid Large Potential Tax Hit on Reinvested Distributions in ETFs

At the end of last week the Canadian ETF providers were announcing the expected reinvested distributions on their ETFs for 2014. This year, ...

Which Large Cap TSX Stocks are Most Dangerous or Most Attractive? - Use Short Interest with Volatility

Unlike stock analysts or media pundits (bloggers included!) who only take a hit to their credibility when their stock recommendations go wro...

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...

Investing Ideas from Two Highly Successful Pension Funds - Ontario Teachers' and Healthcare of Ontario

The Ontario Teachers' Pension Plan (OTPP), with ten-year annualized compound investment returns of 8.9% at 2013 year-end, has been reco...

Which Stocks and ETFs are Safe and Secure per the Dispersion of Analyst EPS Estimates

As promised last week, today we review the stocks that look most or least attractive according to the degree of dispersion of professional a...

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...

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 indi...

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. ...

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 t...

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 reas...