I’ve posted the deck on hedging and the deck on the Q3 2018 OSC fantasy portfolio reviews on the Ottawa Share Club members page here.
I’ve posted by September 2018 quarterly portfolio review. We’re behind on our total return target so far this year. Find our more here.
Brad has made some updates to Steven Brown’s Retirement Forecaster Excel spreadsheet tool (version 2.7.3).
The changes he’s made are improved accuracy with the calculations for CPP Survivor Benefits and CPP Death Benefit.
See Brad’s member page here for more..
I’ve updated our household investment plan to reflect further progress on my thinking as we move closer to retirement.
I made pretty much all the trades I had discussed previously in my self-imposed quarterly trading window. One new addition to the portfolio (BIP) and two eliminations (EFV, EEM).
I have now written a brief piece on possible ways to mitigate the risk of sequence of returns.
Some of the approaches are not intuitive!
Sequence (of returns) risk is something I mentioned in my recent piece about my upcoming third quarter portfolio review. Sequence risk is a major factor in my planning as our household heads into retirement in the near future.
Looking at the current valuation of the S&P 500 vs. underlying gross national product is a bit sobering.
September brings my next quarterly portfolio review and my next, self-imposed, securities trading window (I only trade four times a year). I have been giving a fair bit of thought this summer to what’s next for our portfolio.
Canadian MoneySaver published my latest article on thematic investing in the July/August 2018 edition.
This time I discuss the investment opportunities in alternative energy. While there are headwinds in the short to medium term, long term this theme offers considerable potential, especially in Asian markets.
See more here (paywall): Canadian MoneySaver