Written by Kim Inglis on 15 February 2017
The average investor underperforms virtually all other traditional asset classes, even when inflation increases are included. J.P. Morgan, comparing 20-year annualized returns by asset class, found the average investor rings in at 2.1% compared to the S&P 500 Index at 8.2%. This [Read more]
Written by Kim Inglis on 10 August 2015
Investors pay fees for portfolio management, as they do for any professional service, but many are unaware of the variety of options regarding fee structure. One of the most popular is the fee-based pricing model. According to PriceMetrix, fee-based structures are the preferred method of [Read more]
Written by Kim Inglis on 16 July 2015
Investor emotions are a portfolio’s worst enemy. Fortunately they are also predictable, following a route in sync with market cycles. The peak is the middle of a bull market, when investors are most optimistic. The trough is during a bear market, when investor emotions are correspondingly low. [Read more]
Written by Kim Inglis on 02 October 2014
A BMO Psychology of Investing report revealed some worrisome data on investor emotions that included; two-thirds of those polled have not been in total control of their emotions when investing and; a majority of Canadians have invested on impulse at least once. That’s bad news for portfolios [Read more]
Written by Kim Inglis on 23 March 2013
Kim Inglis, CIM, PFP, FCSI, AIFP is an Investment Advisor & Portfolio Manager with Canaccord Wealth Management, a division of Canaccord Genuity Corp., Member – Canadian Investor Protection Fund. www.reynoldsinglis.ca. Read her column “Money’$ Worth” every other week here on [Read more]