Is there a better way for investors to index their portfolios? A bitter fight is breaking out over just that question. In one corner sits John Bogle, founder of the Vanguard Group. He believes that index funds should hold stocks in proportion to each stock’s market capitalization – the market value of all the company’s …
Category Archive: Globe and Mail
Permanent link to this article: http://andrewhallam.com/2013/04/is-there-a-better-way-for-index-investors/
Apr
11
2013
How To Respond When Your Advisor Tries to Dissuade You From Index Funds
In my book, Millionaire Teacher, the seventh chapter was titled, Peek Inside A Pilferer’s Playbook. I explained the tactics used by financial advisors who try to dissuade their clients from buying index funds–keeping them in actively managed mutual funds instead. Today, I summarized some of their smoke and mirror rhetoric in the following Globe and …
Permanent link to this article: http://andrewhallam.com/2013/04/how-to-respond-when-your-advisor-tries-to-dissuade-you-from-index-funds/
Mar
24
2013
Investment Maestro, Michael O’Higgins, Continues to Impress
When I wrote my book, Millionaire Teacher, I wanted something timeless. Many money books, after all, describe investment methods that look downright silly, just a few years after publication. Other books are vague, rather than instructive. But one investment manager has written two prescriptive books, swaying from the ordinary. His name is Michael O’Higgins. Author …
Permanent link to this article: http://andrewhallam.com/2013/03/investment-maestro-michael-ohiggins-continues-to-impress/
Mar
22
2013
Unnerved By Surging Markets? Try Value Averaging
With the U.S. market continuing to hit new highs, many investors are wondering whether it’s a case of too much too soon. During the past 10 months, the S&P 500 has risen nearly 24 per cent, including dividends. Vanguard’s MSCI Canadian stock ETF hasn’t kept pace, but it’s up 14 per cent since June. If …
Permanent link to this article: http://andrewhallam.com/2013/03/unnerved-by-surging-markets-try-value-averaging/
Feb
28
2013
Hedging Against Forex Moves? Don’t Waste Your Money
When I published my book, Millionaire Teacher, the Canadian exchange traded index funds providing exposure to the U.S. and foreign markets were all “currency hedged” These were, by far, much better options than actively managed mutual funds, but the hedging created a drag on returns. Since then, Vanguard (followed by BMO) has offered some non …
Permanent link to this article: http://andrewhallam.com/2013/02/hedging-against-forex-moves-dont-waste-your-money/
Feb
26
2013
Think You’re Smarter Than A Hedge Fund Manager?
In the Globe and Mail’s Strategy Lab investment competition, the indexed portfolio I created last September is in last place. My colleagues Norm Rothery, Chris Umiastowksi and John Heinzl are three hares that have left me – the indexed tortoise – far behind. Does this mean you should abandon an indexed strategy in favour of …
Permanent link to this article: http://andrewhallam.com/2013/02/think-youre-smarter-than-a-hedge-fund-manager/
Jan
10
2013
How I triumphed over bone cancer and reshaped my investing strategy
In May of 2009, when I was 38 years old, I outran 13,000 competitors to win the JP Morgan Corporate Challenge, an annual 5.6-kilometre race in Singapore. As I broke the finish tape, I felt what many other runners would feel under the circumstances: short-term invincibility. I had no idea that I had bone cancer… …
Permanent link to this article: http://andrewhallam.com/2013/01/how-i-triumphed-over-bone-cancer-and-reshaped-my-investing-strategy/
Dec
04
2012
Toddlers May Be Better At Stock Market Forecasting
Most people who watch stock market-based television programs tune in to hear experts make predictions. But they rarely bother to check to see if those predictions pan out. Laughably, most of the world’s “experts” have brutal track records. Most toddlers would do better. And I have proof: Read the rest of my Globe …
Permanent link to this article: http://andrewhallam.com/2012/12/toddlers-may-be-better-at-stock-market-forecasting/
Welcome! I’m Andrew Hallam
Many people aren't comfortable talking about money. It's not usually a conversational dinner-time topic, and its principles are rarely taught in schools. My goal is to have a "conversation" about it here, on this blog. If you read something you find intriguing, please comment or ask your questions!
I am also the author of the book: Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School.
If you'd like to find out more about my investing philosophy, read my "Nine Laws to Financial Freedom."
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May 22, 2013 (3:07) Zurich International and Friends Provident... Should You Invest With Them? I'm still anxiously awaiting Chris' response with a ...
May 22, 2013 (2:21) Zurich International and Friends Provident... Should You Invest With Them? I had the same plan with Generali and lost half my ...
May 22, 2013 (2:19) Zurich International and Friends Provident... Should You Invest With Them? I use Saxo and haven't had any problems. They are p ...
May 22, 2013 (1:26) Millionaire Teacher Adds $20,000 to International Stock Index Hi Andrew. I live in Switzerland. In which Index ...
May 22, 2013 (1:18) Millionaire Teacher Adds $20,000 to International Stock Index Hi Andrew. Thank you for posting your investment ...
May 21, 2013 (11:31) Singaporeans Investing Cheaply with Exchange Traded Index Funds Hi Andrew, Can I get your valuable opinion on th ...
May 21, 2013 (6:51) Millionaire Teacher Adds $20,000 to International Stock Index Hi Jamie, To convince your father, try this: ...
May 21, 2013 (2:24) Millionaire Teacher Adds $20,000 to International Stock Index Hi Andrew, I've been discussing with my father a ...
May 20, 2013 (9:49) International Teachers: Are you investing enough money? I am British and will work in Tanzania.
May 19, 2013 (11:21) Singaporeans Investing Cheaply with Exchange Traded Index Funds Hi Andrew, as a side issue, what are your views on ...
May 18, 2013 (7:15) Millionaire Teacher Sells $50,000 of bonds Hi Andrew I'm not sure if it's been mentioned be ...
May 18, 2013 (5:32) Expat Australian Investors in Singapore Offered More Options Thank you very much for your advice, Andrew. Greatl ...
May 18, 2013 (12:39) How British Expatriates Can Invest Using Index Funds in Singapore Hi Anna, If you wait, you'll be speculating. Ma ...
May 18, 2013 (6:22) How British Expatriates Can Invest Using Index Funds in Singapore Hi Andrew, I really enjoyed reading your book an ...
May 17, 2013 (11:46) Singaporeans Investing Cheaply with Exchange Traded Index Funds Hi CatP, Singapore counters purchased thru DBS V ...