Comments on: Are you comfortable with your portfolio? http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/ Helping you invest and prosper Sun, 12 Feb 2012 00:54:40 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Stock Market Recovery: What to do now? | Canadian Capitalist http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-196997 Stock Market Recovery: What to do now? | Canadian Capitalist Tue, 04 Aug 2009 03:14:43 +0000 http://www.canadiancapitalist.com/?p=942#comment-196997 [...] Reconsider Risk: A number of investors rediscovered risk all over again in this bear market. Stocks have a nasty habit of falling sharply; often at the most inopportune moment and only long-term savings should be invested in the stock markets. Even then, investors may want to have a healthy percentage in bonds to reduce portfolio volatility. Now that stocks have staged a healthy recovery, now might be the time to consider if you are comfortable with your portfolio. [...] [...] Reconsider Risk: A number of investors rediscovered risk all over again in this bear market. Stocks have a nasty habit of falling sharply; often at the most inopportune moment and only long-term savings should be invested in the stock markets. Even then, investors may want to have a healthy percentage in bonds to reduce portfolio volatility. Now that stocks have staged a healthy recovery, now might be the time to consider if you are comfortable with your portfolio. [...]

]]> By: Ugly Day in the Markets http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-155818 Ugly Day in the Markets Tue, 16 Sep 2008 02:28:34 +0000 http://www.canadiancapitalist.com/?p=942#comment-155818 [...] The ideal course of action would be to do nothing, provided you have a well-diversified portfolio designed to get through rough patches. The brave ones might want to rebalance if the allocations have deviated significantly from their targets. You may also want to note down your reaction to falling prices and use it as a guide in the future to tweak your asset al.... [...] [...] The ideal course of action would be to do nothing, provided you have a well-diversified portfolio designed to get through rough patches. The brave ones might want to rebalance if the allocations have deviated significantly from their targets. You may also want to note down your reaction to falling prices and use it as a guide in the future to tweak your asset al…. [...]

]]> By: Pages tagged "comfortable" http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-138277 Pages tagged "comfortable" Tue, 17 Jun 2008 00:27:54 +0000 http://www.canadiancapitalist.com/?p=942#comment-138277 [...] tagged comfortableOwn a Wordpress blog? Make monetization easier with the WP Affiliate Pro plugin. Are you comfortable with your portfolio? saved by 5 others     losthearts101 bookmarked on 06/16/08 | [...] [...] tagged comfortableOwn a WordPress blog? Make monetization easier with the WP Affiliate Pro plugin. Are you comfortable with your portfolio? saved by 5 others     losthearts101 bookmarked on 06/16/08 | [...]

]]> By: Are you comfortable with your portfolio? | frankly speaking http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-136590 Are you comfortable with your portfolio? | frankly speaking Wed, 04 Jun 2008 00:32:02 +0000 http://www.canadiancapitalist.com/?p=942#comment-136590 [...] Are you comfortable with your portfolio? I found it to be relevant to my ongoing discussion of the Intelligent Investor. Essentially, the Canadian Capitalist (CC) article says that the TSX and S&P 500 are both up significantly from their lows in the first quarter. [...] [...] Are you comfortable with your portfolio? I found it to be relevant to my ongoing discussion of the Intelligent Investor. Essentially, the Canadian Capitalist (CC) article says that the TSX and S&P 500 are both up significantly from their lows in the first quarter. [...]

]]> By: Saturday LinksStuff, Funny Comments And Weight http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-133722 Saturday LinksStuff, Funny Comments And Weight Sat, 17 May 2008 10:51:14 +0000 http://www.canadiancapitalist.com/?p=942#comment-133722 [...] Capitalist wrote that it’s ok to revisit your asset allocation and make changes once in a [...] [...] Capitalist wrote that it’s ok to revisit your asset allocation and make changes once in a [...]

]]> By: Canadian Capitalist http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-133032 Canadian Capitalist Tue, 13 May 2008 14:58:52 +0000 http://www.canadiancapitalist.com/?p=942#comment-133032 noblelea: I keep the foreign equity portion quite simple: I just allocate it based on the rough weightings in world stock market capitalization ex-Canada in just three ETFs: VTI, VEA and VWO. I don't have any exposure to VWO at present but it will get cheap at some point and I'll load up to my 5% weighting at that time. noblelea: I keep the foreign equity portion quite simple: I just allocate it based on the rough weightings in world stock market capitalization ex-Canada in just three ETFs: VTI, VEA and VWO. I don’t have any exposure to VWO at present but it will get cheap at some point and I’ll load up to my 5% weighting at that time.

]]> By: nobleea http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-133030 nobleea Tue, 13 May 2008 14:49:58 +0000 http://www.canadiancapitalist.com/?p=942#comment-133030 I've got a question about asset allocation...For the foreign content part of your portfolio, say 25% exposure to the US. What is the driving force there: should it be 25% in stocks of companies that are listed on US exchanges? 25% in stocks of companies that do the majority of their business in the US (which could include canadian and int'l companies now)? I'm sure we can all find US-listed stocks that do over 90% of their business outside the country. And vice versa for stocks that are listed in Canada, but essentially do all their business abroad. What about companies that are listed on US exchanges but HQ'd somewhere else (like Bermuda for tax reasons)? Shouldn't an exposure of 25% US also be an exposure to the complete tax system? What about currency, seems to me if you're supposed to have 25% exposure to the US that should include their currency as well. Of course the last year or two you would have suffered on the f/x rate, but I suspect over a long enough timeline (the timeline you should be focussing on for investments), it's all a wash. Or is this getting too much in to semantics? I’ve got a question about asset allocation…For the foreign content part of your portfolio, say 25% exposure to the US. What is the driving force there: should it be 25% in stocks of companies that are listed on US exchanges? 25% in stocks of companies that do the majority of their business in the US (which could include canadian and int’l companies now)? I’m sure we can all find US-listed stocks that do over 90% of their business outside the country. And vice versa for stocks that are listed in Canada, but essentially do all their business abroad. What about companies that are listed on US exchanges but HQ’d somewhere else (like Bermuda for tax reasons)? Shouldn’t an exposure of 25% US also be an exposure to the complete tax system?

What about currency, seems to me if you’re supposed to have 25% exposure to the US that should include their currency as well. Of course the last year or two you would have suffered on the f/x rate, but I suspect over a long enough timeline (the timeline you should be focussing on for investments), it’s all a wash.

Or is this getting too much in to semantics?

]]> By: Frank http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-132712 Frank Sun, 11 May 2008 03:04:27 +0000 http://www.canadiancapitalist.com/?p=942#comment-132712 I've just begun blogging and I started by reviewing each chapter of Benjamin Graham's The Intelligent Investor. I found a lot of the same themes in this post as in The Intelligent Investor and used it to illustrate Graham's lessons. Anyways, great article! My post: http://frankvoisin.blogspot.com/2008/05/are-you-comfortable-with-your-portfolio.html Comments appreciated - Frank I’ve just begun blogging and I started by reviewing each chapter of Benjamin Graham’s The Intelligent Investor. I found a lot of the same themes in this post as in The Intelligent Investor and used it to illustrate Graham’s lessons. Anyways, great article!

My post: http://frankvoisin.blogspot.com/2008/05/are-you-comfortable-with-your-portfolio.html
Comments appreciated
– Frank

]]> By: Forone http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-132568 Forone Fri, 09 May 2008 18:44:52 +0000 http://www.canadiancapitalist.com/?p=942#comment-132568 Like many I've accumulated substantial core holdings that I don't like to market-time, but have a more speculative "trading" account. This year for the first time I've bought some of the new "double-short" index instruments, by Canadian Horizonbs BetaPro and U$ SKF (financial), SDS (S&P500), and FXP (China) which are offsetting the dips in core indexes. These new double-long and double-short investments are the most interesting thing I've seen in years, but I'd give an Academy Award for a really thoughtful and useful discussion of what a retail investor could or should do with them. Unlike options, there's a fixed downside risk (the number of shares at the price you buy) and the 2X leverage makes them work at a discount to the cost of the index. I don't think, with due respect to CC, that it's enough to say "trim the sails" on your long positions when there's good reason to worry about the markets and these things are available. Best for Mother's Day in the meantime. Like many I’ve accumulated substantial core holdings that I don’t like to market-time, but have a more speculative “trading” account. This year for the first time I’ve bought some of the new “double-short” index instruments, by Canadian Horizonbs BetaPro and U$ SKF (financial), SDS (S&P500), and FXP (China) which are offsetting the dips in core indexes. These new double-long and double-short investments are the most interesting thing I’ve seen in years, but I’d give an Academy Award for a really thoughtful and useful discussion of what a retail investor could or should do with them. Unlike options, there’s a fixed downside risk (the number of shares at the price you buy) and the 2X leverage makes them work at a discount to the cost of the index. I don’t think, with due respect to CC, that it’s enough to say “trim the sails” on your long positions when there’s good reason to worry about the markets and these things are available. Best for Mother’s Day in the meantime.

]]> By: Canadian Personal Finance Blog » Blog Archive » Random Thoughts http://www.canadiancapitalist.com/are-you-comfortable-with-your-portfolio/#comment-132516 Canadian Personal Finance Blog » Blog Archive » Random Thoughts Fri, 09 May 2008 10:57:30 +0000 http://www.canadiancapitalist.com/?p=942#comment-132516 [...] Canadian Capitalist asked us if We are Comfortable With our Portfolio, I think my answer is, it’s doing ok, but it would be nice if it doubled [...] [...] Canadian Capitalist asked us if We are Comfortable With our Portfolio, I think my answer is, it’s doing ok, but it would be nice if it doubled [...]

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