Capital Topics

In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing a paper published in July 2024 by professor Hendrik Bessembinder titles “Which U.S. Stocks Generated the Highest Long-Term Returns?”. 

His findings in this research paper make the case that owning individual stocks in a portfolio has a high probability of a negative outcome. 

In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing the performance of capital markets for the first half of 2024. It is a subject they cover twice yearly to help their listeners better understand and evaluate their portfolios’ performance.

In this Episode, James Parkyn & François Doyon La Rochelle start by discussing what investors should be doing when markets are making new all-time highs.

For their second topic, they review the 25th edition of the UBS Global Investment Returns Yearbook 2024 Summary Edition.

In this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the performance of the Magnificent Seven stocks and how they have done year-to-date in 2024.

Warren Buffett’s Annual Letter to Shareholders of Berkshire Hathaway.

In this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the results of active vs passive management for 2023.

They then review the 2024 Federal Budget and the New Rules that affect Investors.

In this Episode, James Parkyn & François Doyon La Rochelle present James’ latest eBook called “The New Retirement”

In this Episode, James Parkyn & François Doyon La Rochelle discuss the updated PWL long term expected returns on asset classes with PWL’s senior researcher Raymond Kerzérho.

Then, they review with him a research paper from Professor Scott Cederburg on life cycle asset allocation.

In this Episode, James Parkyn & François Doyon La Rochelle will continue their yearly tradition and discuss the Investing Lessons of 2023

Then, they review “The Price of Time” by Edward Chancellor, a book that they highly recommend for all their listeners.

In this Episode, James Parkyn & François Doyon La Rochelle will start the new year by covering the global capital markets performance for 2023.

Then, they tackle how to measure your portfolio performance. Which goes hand in hand with the first topic.

Links to share:

Episode 48: 2022 Investing Lessons & 2023 Outlook — Capital Topics By James Parkyn & François Doyon La Rochelle https://www.capitaltopics.com/listen-here/episode-48-2022-investing-lessons-and-2023-outlook

- Market Statistics - Parkyn Doyon La Rochelle - December 2023 - PWL Capital By Raymond Kerzérho https://www.pwlcapital.com/resources/market-statistics-parkyn-doyon-la-rochelle-december-2023/

In this Episode, James Parkyn & François Doyon La Rochelle will first discuss year-end tax planning strategies for investors in Capital Market Securities

Then, they will chat with Raymond Kerzerho, PWL’s Senior Researcher, about his latest blog regarding Canada’s major pension plans.

Links to share:

• Episode 56 : RESP Withdrawal Planning and Investor Home Market Bias — Capital Topics By James Parkyn & François Doyon La Rochelle 
• Episode #52 : The New Tax-Free First Home Savings Account FHSA — Capital Topics By James Parkyn & François Doyon La Rochelle
• Twelve Observations About the Big Canadian Pension Managers and Eight Takeaways for Individual Investors - PWL Capital By Raymond Kerzérho