Question: Is the 60/40 asset mix over because of higher levels of correlation between stocks and bonds? What is the rationale for having an allocation to non-correlated assets or hedge-fund strategies in a long-term diversified […]
As published in the Financial Post on 29 March 2024. Q: What is a “behavioural edge” in investing? How does it potentially enhance returns? How can an investor develop it? – Giovanni FP Answers: “Behavioral […]
Question: In a fast-changing world of high-tech and geopolitical challenges, can you explain what having a “moat” means today? How can a small investor know if a company has a sustainable competitive advantage? — Cassandra […]
First published in Financial Post: FP Answers on January 26, 2024 Question: In 2023 investment returns were primarily driven by the “Magnificent Seven”, U.S.-based, high-tech stocks. What about Canadian high-tech? What should investors look for […]
As seen in Financial Post: FP Answers on December 29, 2023 Q: I’m wondering if this is a good time to lean into fixed-income investments versus equities? Assuming this may be the case, how would an investor […]
As seen in Financial Post: FP Answers on December 8, 2023 Q: What is the difference between nominal and real return for an investment portfolio and why does it matter? A: Inflation in Canada has come down […]
As seen in Financial Post: FP Answers on November 24, 2023 Q:What role do dividends play in a balanced portfolio? What are some dividend-investing approaches or strategies? And is there ever a time when dividend investing doesn’t make sense […]
As seen in Financial Post: FP Answers on October 20, 2023 Q4: What are some indicators to consider whether a stock is a value buy or a value trap? What management and business attributes can be used […]
As seen in Financial Post: FP Answers on September 29, 2023 Q: After a couple of lucky small cap stock picks, I’m becoming more interested in adding small cap stocks to my portfolio. Small cap […]
As featured in the Financial Post: FP Answers, June 23, 2023 Q: I’m a keen DIY investor and enjoy investing for the long term as well as trading a small basket of stocks. I’ve been […]
