Smith Manoeuvre Wisdom
FREE ticket to the Canadian Financial Summit – 25+ Experts Online
I wanted to reach out to you today as loyal reader of Unconventional Wisdom to let you know about the Canadian Financial Summit. It’s the first time 25+ Canadian personal finance experts will be gathered in one place to share their insights, tips, and secret hacks with us in an online setting. It’s also completely,…
Read MoreThe Lowest Taxed Type of Investment Income – 6 Ways to Invest for Deferred Capital Gains
Of all types of investment income, you pay the lowest tax on deferred capital gains. Paying tax 20 years from now on a capital gain is much better than paying tax on a dividend or capital gain this year. How do you invest for deferred capital gains? In recent years, many investors have been…
Read MoreAre you too focused on Risk Reduction vs. Growth?
A few years ago, we held a client event that highlighted the difference between how different types of investors think. I had invited my favourite Hedge Fund Manager and my favourite Growth Fund Manager. It was the contrast in their thinking that I found fascinating. Read more…
Read MoreSmith Manoeuvre – Convert your mortgage to tax deductible interest
This article was written for The TaxLetter, a subscription newsletter for accountants and tax specialists. It discusses the tax implications of the Smith Manoeuvre strategy in depth. Read more… TTL_Maximize Tax Savings_2013 06
Read MoreThe Quest To Find All Star Fund Managers
Why do you invest with “All Star Fund Managers”?When you’re planning for your future, you need to have a sound investment strategy that gives you confidence that you will eventually have the retirement you want. The best way to understand this is with a hockey analogy.
Read MoreA Tribute to Fraser Smith
tribute Fraser Smith
Read MoreIdentifying All Star Fund Managers II – Finding the All Stars
“Ignorance more frequently begets confidence than does knowledge.” –Charles Darwin In the last article, we looked at the first step in identifying All Star Fund Managers – getting rid of the bottom 90% of fund managers/investors. This article is about the final 3 steps in the process that take us from the top 10% to…
Read MoreIdentifying All Star Fund Managers I – Cross off the Bottom 90%
All Star Fund Managers
Read MoreCloset Indexers vs. Stock Pickers – Truly Active Managers Outperform
In the last article, we introduced the concept of “Active Share” – the degree to which the holdings in a fund differ from the index – based on a study by 2 Yale academics. Here are some of the other valuable insights from the study.
Read MoreTruly Active Managers Outperform – Being Different is Key
The popular opinion among investors supported by many studies claims that most fund managers underperform their index, so you are better off just investing in an index fund or ETF (Exchange Traded Fund). However, truly “active” fund managers have significantly outperformed their indexes after all fees over the long term, based on a very comprehensive…
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