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Another case for Indexing – Asset Class Returns in 2013

In reading My Own Advisor posts you know I’m following a two-pronged approach to build my retirement portfolio for financial independence:   I invest passively in the market (indexing) and I also buy and hold and hold blue-chip companies that have consistently rewarded investors (dividend investing). In reading this post over at Canadian Capitalist recently I reflected upon my own portfolio and specifically how my small basket of U.S. blue-chip stocks might have fared against the Dow or S&P 500 index this past year.  Let’s look at some ...
Stock Market

So, when are stocks on sale?

The following is a guest post from Rob L., a fan of My Own Advisor living in Munich, Germany. Probably one of the hardest things for an investor to determine is when a stock might be on sale.  Today, I want to share three methods investors could use to help determine that. #1 – Value Investing Best known as “Graham Investing”, you can find out-of-favour stocks (hence undervalued stocks) by looking at such things as P/E ratios and book value.  While you may find bargains eventually, it is hard work and I suspect that most investors don’t ...

Is it worth it being a Boglehead?

Over the last few weeks, there were some opposing views about index investing written in the Globe and Mail.  In a column entitled Can a Boglehead Approach to Investing Work? the following was written: “Those who like the idea of simply owning index funds because of the low cost need to be cautious, says Vancouver’s Lori Pinkowski, portfolio manager and senior vice-president, private client group, at Raymond James-Pinkowski-Allen Financial Group. “They are like any other investment and need to be actively managed,” Ms. Pinkowski says. “For ...

Top International Equity ETFs for your portfolio

Let every man divide his money into three parts, and invest a third in land, a third in business, and a third let him keep in reserve.” – Talmud, circa 1200 B.C.-500 A.D. Last month, I provided you some of my favourite Canadian equity and bond ETFs to consider for your portfolio.  While Canadian holdings in your portfolio are important if you’re a Canadian and you plan on retiring in Canada; using Canadian money for retirement income, they aren’t the only investments you should own.  This is because global equity investments can balance ...

Reader Question – Annual Cost of a DIY Portfolio

Over the last few weeks, the inbox to My Own Advisor has been flooded.  Unfortunately it’s taken me a bit longer than I would have liked to get back to many of you, so thanks for your patience.  Here is a recent question from a reader including some follow-up questions, about the annual cost of a DIY portfolio. “Been enjoying your blog for a while now. Wondering if you can direct me to a post describing how to calc the annual cost on a DIY portfolio.” Also… “I’ve been thinking of moving to a DIY portfolio for a while now, ...

ETF Investing – it works…read about a free ebook that proves it here

A few years ago, for the most part, I cemented my financial plan.  Part of that plan includes investing in established companies that have a history of paying dividends and investing in broad market Exchange Traded Funds (ETFs).  I didn’t create my financial plan on any whim.  It was founded on years of built-up frustration not know how my portfolio was performing, based on years of making too many investment mistakes and maybe worst of all, thinking others would care just as much as I do about my financial future. In my early 30s, I started ...

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