This past January marked the 7th year in the row that our investment club beat the S&P 500 index. In the beginning (we began in 1999) we got crushed by the S&P 500 after a slew of tech stocks went south, but we clawed back. Then a few years later, I spear-headed a bonehead decision …
Monthly Archive: March 2010
Permanent link to this article: http://andrewhallam.com/2010/03/seven-years-of-beating-the-sp-500/
Mar
26
2010
Canadians – Do RSPs always make sense?
To start, I want to add that your comments will probably allow plenty of people (me included) to learn something. After reading this entry, I’d love to hear your comments. I might, after all, be completely out to lunch with this. And if I am, I’d like to be set straight on this. Here’s a …
Permanent link to this article: http://andrewhallam.com/2010/03/canadians-do-rsps-always-make-sense/
Mar
18
2010
18-03-10 – Harry Beats the Banks at Their Own Game
Are you making your bank’s shareholders rich? Most financial advisors will sell you actively managed mutual funds. But here’s the rub. Academic studies on mutual funds all point to the same conclusions: There’s no evidence that people can consistently choose the top performing funds ahead of time. Nor is there evidence that an advisor can …
Permanent link to this article: http://andrewhallam.com/2010/03/18-03-10-harry-beats-the-banks-at-their-own-game/
Mar
17
2010
14-03-10 – Harry’s Account Continues to Impress
Taking advantage of low cost exchange traded index funds and developing a responsible portfolio allocation, our friend Harry sets a nice precedent for others to follow. In August, 2008, he started his account. The Canadian stock market is roughly 10% lower today (March 14, 2010) than it was in August, 2008. Likewise, the U.S. and …
Permanent link to this article: http://andrewhallam.com/2010/03/14-03-10-harrys-account-continues-to-impress/
Mar
14
2010
Why Doesn’t Fairfax Financial Keep Pace?
Does anyone know why Fairfax Financial’s market value (FFH-T) has not kept pace with its book value? From what I can gather, it looks like an amazing business. Selling at book value, if you buy it, you get a company recording respective record level profits, but you get the insurance company for free because it …
Permanent link to this article: http://andrewhallam.com/2010/03/why-doesnt-fairfax-financial-keep-pace/
Mar
14
2010
Protected: Investment Report – 14 MAR 10
There is no excerpt because this is a protected post.
Permanent link to this article: http://andrewhallam.com/2010/03/investment-report-14-mar-10/
Permanent link to this article: http://andrewhallam.com/2010/03/on-taxes-and-other-things/
Mar
03
2010
Investment Update -1 MAR 10
I suppose it’s pretty easy to look at our one year investment returns and celebrate. We’ve gained 64.9% since March 1, 2009. During the past 52 weeks, we’re ahead of the S&P 500 index by 12.5% on a dollar per dollar comparison. This comparison assumes that for every dollar we put in our club (or …
Permanent link to this article: http://andrewhallam.com/2010/03/investment-update-1-mar-10/



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