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.
Category: blog post
My September 2018 quarterly portfolio review is posted
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.
OSC Executive Member Brad has updated the Steven Brown Retirement Forecaster tool
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..
Updated household investment plan as of September 2018
I’ve updated our household investment plan to reflect further progress on my thinking as we move closer to retirement.
More here.
My September 2018 Q3 trades
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).
More here.
The September 2018 OSC fantasy growth and income portfolios are now posted
Here are the September 2018 Ottawa Share Club fantasy growth and income portfolio reports:
- OSC fantasy growth portfolio report (up 8.7% year-to-date)
- OSC fantasy income portfolio report (up 2.8% year-to-date)
How to mitigate the sequence of returns risk
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!
More here.
More on sequence of returns risk
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.
Previewing my next quarterly household portfolio review
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.
Here’s a preview of my thinking….
My latest article on secular trends and investing has been published in Canadian MoneySaver
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