Monthly update

What is SPIVA?

If there is one thing every investor should know about before considering the purchase of an actively managed mutual fund, it is this: the SPIVA report. SPIVA stands for “S&P Indices Versus Active” and it describes a semi-annual scorecard comparing […]

What is confirmation bias?

Building on last month’s post which addressed how we might tackle investing in a potentially “over-valued” market, I thought I would explore one of the most common cognitive biases that undermines good financial decision-making: confirmation bias. About a year after […]

BTSX update May 2019: My mistake(s)

The punchline for May: No dividend cuts No dividend raises Manulife (MFC) drops from the list due to price accumulation (and Shaw [SJR.B] is back in) *Note: we do not recommend that monthly changes in the portfolio should trigger any […]