Search found 1834 matches

by Smith1776
Wed Dec 02, 2020 12:34 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 1288
Views: 58191

Re: Daily "Check In" Thread For Us

Latest developments since hiring my trainer. I'm keeping weekly track via scale and tape measure of various parts of the body. I ended up ditching the digital scale and going with the analog one as I found the digital one was wildly inaccurate. Additionally, the tape measurements are, of course, sub...
by Smith1776
Wed Dec 02, 2020 12:14 pm
Forum: Permanent Portfolio Discussion
Topic: Long time lurker saying hi
Replies: 14
Views: 166

Re: Long time lurker saying hi

Looking forward to it! Along with managing my own portfolio, I also manage a "dinner" fund for my extended family and currently those funds are invested using Canadian ETFs. That fund is actually invested in a 3x33 (XSP.TO, CGL.C, and ZFL.TO). My own portfolio is held in a discretionary family trus...
by Smith1776
Wed Dec 02, 2020 12:09 pm
Forum: Politics
Topic: Poll: Have You Thought Of Leaving Forum Because Of Politics?
Replies: 55
Views: 415

Re: Poll: Have You Thought Of Leaving Forum Because Of Politics?

As in the other thread, I don't understand. Why would someone leave here due to the politics? Why not just stop browsing this subforum where all the political content has been corralled into?
by Smith1776
Wed Dec 02, 2020 12:05 pm
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 129
Views: 700

Re: I Think This Forum Should Stick To Investing

I don't understand. The whole point of the politics subforum was to keep politics separate from the rest of the site's content. As far as I can see it's been very successful so far. If you don't like the political content, then just don't browse this area? ??? I personally just don't see that there'...
by Smith1776
Wed Dec 02, 2020 11:48 am
Forum: Permanent Portfolio Discussion
Topic: Long time lurker saying hi
Replies: 14
Views: 166

Re: Long time lurker saying hi

Cage fight: Vinny vs. Vinny. Two Vinnys enter... one Vinny leaves...

Just kidding.

Welcome to the forum, fellow Canadian! Finally someone to discuss the Canadian ETF landscape with. ;D
by Smith1776
Tue Dec 01, 2020 10:23 pm
Forum: Other Discussions
Topic: Hard Assets - Some Off-the-Beaten-Path Ideas
Replies: 25
Views: 265

Re: Hard Assets - Some Off-the-Beaten-Path Ideas

No smarter hard asset investment than an M1 powered MacBook.

Buy it. Buy it. Buy it. ^-^
by Smith1776
Tue Dec 01, 2020 9:51 pm
Forum: Other Discussions
Topic: The Changing World Order: Dalio's Next Chapter
Replies: 5
Views: 84

The Changing World Order: Dalio's Next Chapter

The Cycle of Internal Order and Disorder & Where We Are in It How people are with each other is the primary driver of the outcomes they get. Within countries there are systems or “orders” for governing how people are supposed to behave with each other. These systems and the actual behaviors of peop...
by Smith1776
Tue Dec 01, 2020 3:38 pm
Forum: Stocks
Topic: The Other Side of Value: The Gross Profitability Premium
Replies: 1
Views: 95

Re: The Other Side of Value: The Gross Profitability Premium

Follow up paper where Novy-Marx demonstrates that Benjamin Graham had it right with his ideas on investing all along.

https://citeseerx.ist.psu.edu/viewdoc/d ... 1&type=pdf
by Smith1776
Tue Dec 01, 2020 1:39 pm
Forum: Stocks
Topic: The Other Side of Value: The Gross Profitability Premium
Replies: 1
Views: 95

The Other Side of Value: The Gross Profitability Premium

The quality factor is one of the most well known and well-established anomalies in finance. This is a copy of Robert Novy-Marx's landmark 2012 paper on the quality factor and its robustness. Despite quality's visibility as a factor it is not widely known that it is really the "other side" of the val...
by Smith1776
Tue Dec 01, 2020 1:26 pm
Forum: Stocks
Topic: Emerging Market Multifactor Fund For Canadians
Replies: 0
Views: 27

Emerging Market Multifactor Fund For Canadians

A niche investment product for a niche part of the investment community. I've had an incredibly difficult time finding an emerging markets multifactor fund in Canada that actually does what it says it will do and at a reasonable fee. Ideally, you want emerging market companies that are below average...
by Smith1776
Sun Nov 29, 2020 12:03 pm
Forum: Other Discussions
Topic: Hard Assets - Some Off-the-Beaten-Path Ideas
Replies: 25
Views: 265

Re: Hard Assets - Some Off-the-Beaten Path Ideas

OH, and of course, who can forget: antiques.
by Smith1776
Sun Nov 29, 2020 11:50 am
Forum: Other Discussions
Topic: Hard Assets - Some Off-the-Beaten-Path Ideas
Replies: 25
Views: 265

Re: Hard Assets - Some Off-the-Beaten Path Ideas

I'm personally quite partial to the idea of fine art as being a great alternative hard asset. A second one would be a wine portfolio. These two investment classes are enough off the beaten path that they won't be subject to the same market forces as traditional investments. However, they are bought ...