Welcoem to posts!!
in the future - u will be able to do some more stuff here,,,!! like pat catgirl- i mean um yeah... for now u can only see others's posts :c
I was invited on the @TheWealthyBarber podcast. If you don't know him, Dave Chilton is a legend in Canadian personal finance. He wrote The Wealthy Barber in 1989 which made personal finance accessible to millions of Canadians. You may also know Dave from his time on Dragon's Den. I think we had a great conversation! Let me know what you think.
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Today's Money Scope episode on investing in a Canadian corporation was the inspiration for the whole Money Scope series.
We cover:
-What a Corporation is and Is Not
-Active and Passive Income
-Active-Passive Income Limits
-Notional Accounts (RDTOH, GRIP, CDA)
24 - 2
Yesterday's Money Scope covered Canadian investment account types.
We reviewed rules and strategies for the TFSA, RRSP, RRIF, LIRA, LIF, FHSA, RESP, and RDSP.
It's a dense episode, but worth a listen. Here's what one listener said:
"I wish I had these podcasts when I started my journey into investing. What you’ve managed to summarize in 2 hours took me over a hundred hours of personal research and investigation. The podcast was incredibly well organized and just a joy to listen to. I will be sharing this with my friends and family."
24 - 2
This week's Money Scope episode takes a break from regular scheduled programming. We are 8 weeks into releasing episodes and have been getting lots of helpful feedback.
In this episode we read reviews from the audience, ponder whether we should keep the "scope" theme of the podcast, and even end up discussing when dividend investing can make sense.
Let me know what you think of the show so far! It will help us plan out the rest of the series.
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My friend @WalhoutFinancial is making great financial planning content for Canadians.
His channel is worth the subscription.
20 - 4
Yesterday's Money Scope podcast episode covers two case studies on asset allocation:
Case 1: A plastic surgeon in 1997 with a high risk tolerance who, in addition to a busy practice, offers consulting to the medical technology industry.
Case 2: A business owner in 2019 who sold their company for a large sum recently and doesn’t want to mess up their windfall.
The cases are designed to help you integrate the information from Episode 7 into real world scenarios.
I hope you find them useful!
19 - 0
If you watched my most recent video on asset allocation for long-term investors, I highly recommend the long-form conversation that I had with co-author of Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice, Scott Cederburg, on the Rational Reminder podcast.
We go through the paper in detail and answer many of the questions that I'm seeing in the comments.
I'll touch on one item here. The finding that 35% in your domestic country is optimal suggests that non-US investors optimally have a home country bias and US investors underweight US stocks. While this is optimal in the study, allocations from 5% to 50% domestic had pretty similar results.
It's also worth pointing out that the study is constrained to developed markets, so the conclusions would not apply to emerging market countries.
50 - 0
Today's Money Scope podcast episode is an ambitious 2+ hour deep dive on designing and managing a portfolio.
We cover:
-Asset allocation
-Risk, expected return, and correlation
-Behavioural risk
-Portfolio implementation
-And lots more!
It's a long episode, but I think it's worth it!
40 - 2
This week's Money Scope episode covers key investing concepts - we brought out the Colono-Money Scope for this one.
We cover:
-Why invest?
-Investing vs. gambling
-Asset pricing basics
-Active vs. passive investing
-Fees and costs
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I post videos on investing, financial decision-making, and living a good life.
My name is Ben Felix. I am a Portfolio Manager and the Chief Investment Officer at PWL Capital. I am a CFA charterholder and CFP professional. I am securities licensed in Canada by CIRO.
All channel content is produced and owned by PWL Capital Inc.