Other Recent Articles
April 25th, 2008 - The Wealthy Boomer
Preet was again inteviewed by Jonathan Chevreau of The National Post to discuss ETFs, RRSPs and different ways to work with financial advisors.
30Jun2008 | Preet | Comments Off | Continued
February 27th, 2008 - Moneyline with Linda Leatherdale
Preet appeared on Moneyline, hosted by Linda Leatherdale who is the Money Editor for The Toronto Sun. Moneyline is a one hour live call-in show focusing on personal finance for Canadians. The subject for this particular show was, “Last Minute RRSP Tips”.
30Jun2008 | Preet | Comments Off | Continued
Modern Portfolio Theory
Modern Portfolio Theory (MPT) was inspired in part by Harry Markowitz in his 1952 paper titled simply ‘Portfolio Selection’. He later earned the Nobel Prize in Economics in 1990 for this work and it is upon this theory that the core allocation of Preet’s Investment Policy Statements are based.
2Jun2008 | Preet | Comments Off | Continued
Risk and Return
If an investor is willing to take on risk it would only be rational to expect to be compensated for this risk through a higher potential return on their investment. The greater the potential return, the greater the risk.
2May2008 | Preet | Comments Off | Continued
Correlation (Co-Variance)
Correlation is a measure of the strength and direction of relationships between random variables (and in our case, different investments or asset classes). Trying to find securities that correlate negatively will reduce the risk of your portfolio.
3Apr2008 | Preet | Comments Off | Continued
March 4th, 2008 - The National Post
Jonathan Chevreau of The National Post quotes Preet in an article titled, TFSAs will shake up the industry - the article discusses the new proposed savings account which offers tax-sheltering for all Canadians over the age of 18, which will be implemented in 2009 (upon receiving Royal Assent).
4Mar2008 | Preet | Comments Off | Continued
Systematic versus Non-Systematic Risk
With respect to any given securities market there exists Sytematic Risk and Non-Systematic Risk. You can all but eliminate non-systematic risk through diversification, but systematic risk is another story.
3Mar2008 | Preet | Comments Off | Continued
