The Confidence Dilemma
In the world of finance, you need confidence. Without it, you're paralyzed but too much of it amplifies errors and undermines financial progress. Better decisions can be the difference between financial…
This category is all about investing in stocks, bonds, and real estate. I might write about individual equities, ETFs, REITs, and mutual funds.
BTSX 2023 Mid-Year Update
Reality will pay you back in equal proportion to your delusionWill SmithA few weeks ago I was interviewed again by TD Inside Investor to discuss some lessons I have learned…
Covered Call ETFs: What you need to know
Tom is recently retired and is taking a close look at his investments. He needs to make sure his nest egg will last. Dividend-paying stocks make up a portion of his…
BTSX vs. Dividend ETFs
Spring is here and I’ve been swamped with family responsibilities, springtime jobs around the house and a surge in interest in one-on-one mentoring, which is great - no complaints here. …
Bank Runs and Why Zebras Don’t Get Ulcers
“Investing is not a game where the guy with the 160 IQ beats the guy with the 130 IQ. Once you have ordinary intelligence, what you need is the temperament…
Retirement Buckets: Grow your wealth and safeguard your income
I’ve heard that I should “own my age” in bonds but I’m worried that I’ll run out of money in retirement with such a conservative portfolio. Is there another way?…
10 Tips for your BTSX Portfolio
I recently posted the 2022/2023 Beating the TSX update. The updates never fail to generate a flurry of interest in the method, particularly when the results are good, as…
Year-end financial check-up
Almost everything we value in life requires some kind of maintenance. A house will need a new roof every decade or two. Our cars need oil changes and brake jobs. …
Uncalculated risks
There are no solutions, only trade-offs.Thomas SowellYou can only calculate risk in hindsight. You can't calculate actual risk going forward because you don't have the data yet. Things change. The…
The “Perpetual Portfolio”: A potential solution for aging DIY investors
Being a self-directed investor has enormous advantages: more control, less complexity, and often higher net returns, to name a few. But there are also risks and one of the big…
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