Capital Topics

In this third episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects:

• An interview with Sébastien Betermier of McGill University about the Canadian Pension Model of investing
• The good advice of the day: « Consider mutual fund and ETF risk ratings with caution »
• Listener's question: "How can I capture the small cap premium?"

Links:

"The Canadian Pension Fund Model: A Quantitative Portrait"

Globe and Mail: Fund and ETF risk ratings didn't prepare investors for this year's bear market

In this second episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following topics:

• Review of asset class returns as of September 30, 2020
• Should the US elections influence your portfolio strategy?
• The new monthly income ETF from Vanguard (VRIF)
• The bad advice of the day: "Expect a 10% return on your portfolio"
• Listener's question: Should I invest in international equity?

Links:

PWL Market Statistics

Vanguard paper on US elections

Interactive chart about US elections (Dimensional Fund Advisors)

Vanguard's Retirement Income ETF

We're launching Capital Topics, a new bi-weekly podcast about passive asset management and wealth building for the long term featuring PWL Capital's James Parkyn, François Doyon La Rochelle and Raymond Kerzérho.

Discussion Points:

• Why this podcast?
• Team members: our background and expertise
• The broad themes of the podcast
• The structure of our episodes