Stock Talk

This episode is a bit of a catch-up episode in that I touch base on a variety of interesting behavioural investing observations, starting with my own recent investment decisions and layering on some observations on how easily we can be swayed to take investment decisions that we really have no business taking. Finally I touch on a recent trend in the investing space where professionals are adding a little Zen to their investment decision making process.

I thought I would take a break from talking about robo advisers, but I discovered something in my robo portfolio that I couldn't put off sharing with you. One of the key value propositions of robo advisers is they stay disciplined to keeping your portfolio diversified across different types of stocks and bonds. When certain parts of the portfolio stray away from their allocations and increase or decrease significantly, the robo computer would rebalance via buying and selling the appropriate Exchange Traded Funds (ETF's). Earlier this week I happened to be checking on my portfolio and was taken aback about how the portfolio was looking. In this episode I share what I discovered about how my robo portfolio looks now.

I thought I would take a break from talking about robo advisers, but I discovered something in my robo portfolio that I couldn't put off sharing with you. One of the key value propositions of robo advisers is they stay disciplined to keeping your portfolio diversified across different types of stocks and bonds. When certain parts of the portfolio stray away from their allocations and increase or decrease significantly, the robo computer would rebalance via buying and selling the appropriate Exchange Traded Funds (ETF's). Earlier this week I happened to be checking on my portfolio and was taken aback about how the portfolio was looking. In this episode I share what I discovered about how my robo portfolio looks now.

This episode is a replay of the webinar I delivered on finding your right investing path. I've delivered this presentation many times and it's one of my favourite and one of the most important.  Many times I get asked, "Aman, I have $5000 or $10,000 or $50,000 and I want to invest it. What stocks or bonds or ETF's should I buy?" People are looking for the quick answer and solution. Unfortunately investing doesn't work that way. Investing is very much a marathon not a sprint. In order to make the right investing decisions and answer the question above, you need to first make sure you are on the right investing path as there are numerous ones available to all of us. In this webinar I walk you through these investing paths and help you try to figure out how to  select the right path that is compatible with your personal circumstances. I also share some important principles and competencies that successful investors have developed that are important no matter what path you select.

This episode is a replay of the webinar I delivered on finding your right investing path. I've delivered this presentation many times and it's one of my favourite and one of the most important.  Many times I get asked, "Aman, I have $5000 or $10,000 or $50,000 and I want to invest it. What stocks or bonds or ETF's should I buy?" People are looking for the quick answer and solution. Unfortunately investing doesn't work that way. Investing is very much a marathon not a sprint. In order to make the right investing decisions and answer the question above, you need to first make sure you are on the right investing path as there are numerous ones available to all of us. In this webinar I walk you through these investing paths and help you try to figure out how to  select the right path that is compatible with your personal circumstances. I also share some important principles and competencies that successful investors have developed that are important no matter what path you select.

In this episode, Aman provides some interesting updates from his previous episode where he was critiqued by a blogger regarding his use of questions as it pertains to the performance of his robo portfolio. It's also an episode of firsts as Aman presents his first book report since Grade 3. One of his goals this year is to read some of the personal finance books that have been piling up in his house. Aman's book report is on the book, Victory Lap Retirement, written by Mike Drak and Jonathan Chevreau.

In this episode, Aman provides some interesting updates from his previous episode where he was critiqued by a blogger regarding his use of questions as it pertains to the performance of his robo portfolio. It's also an episode of firsts as Aman presents his first book report since Grade 3. One of his goals this year is to read some of the personal finance books that have been piling up in his house. Aman's book report is on the book, Victory Lap Retirement, written by Mike Drak and Jonathan Chevreau.

A couple of episodes ago I talked about my latest update on my Robo  portfolio that I setup a couple of years ago. People seem to be interested in my observations about my experience using a Robo Adviser. One of the main reasons I setup an account was to see if these types of portfolios perform any better than traditional portfolios.  I asked the question does this type of business model make money for investors? Until recently, most online wealth management firms did not want to go there and disclose the performance of their online portfolios. So in my own small way I've been trying to answer this question. Suffice to say, some people seem to find my questions "strange". A blogger recently posted that I'm asking the wrong investing question in that performance shouldn't play a factor in investing. In this episode Aman offers a response to this post as well as further reinforce why there are no bad questions in investing.

A couple of episodes ago I talked about my latest update on my Robo  portfolio that I setup a couple of years ago. People seem to be interested in my observations about my experience using a Robo Adviser. One of the main reasons I setup an account was to see if these types of portfolios perform any better than traditional portfolios.  I asked the question does this type of business model make money for investors? Until recently, most online wealth management firms did not want to go there and disclose the performance of their online portfolios. So in my own small way I've been trying to answer this question. Suffice to say, some people seem to find my questions "strange". A blogger recently posted that I'm asking the wrong investing question in that performance shouldn't play a factor in investing. In this episode Aman offers a response to this post as well as further reinforce why there are no bad questions in investing.

In this episode, Aman reviews his recent investment decisions in January. It was a tough month with many different dynamics in play that forced Aman to make some tough decisions, however, the month provided Aman with an opportunity to practice and reinforce his discipline in managing losses, a skill set that investors do not practice enough as we tend to focus on finding profitable investments.