SP500 record and portfolio management

Aug 22, 2020 |Jeremy Goldfarb
It appears that I am exhausting the same topic over and over again, but I assure you there is a point to all of this. Another excellent SP500 chart courtesy of FACTSET and CNBC. What you see below is the SP500 and a scatter plot of companies in terms...
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COVID got you in the mood to sell: Here's how to deal with US property

Aug 18, 2020 |Jeremy Goldfarb
From the planning desk Our American neighbors have had one heck of a time getting COVID under control, and while many use that opening line to point fingers and launch attacks at those south of our border, I am not here to do that. What I have heard however...
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You love Canada don't you: Home bias

Aug 12, 2020 |Jeremy Goldfarb
From the investment desk The Canadian economy generates about 3% of the World's GDP on an annual basis. If that is the case, then why does the average Canadian retail investor have 60% Canadian stocks in their investment portfolio?? Turns out....we are...
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A lesson in greed - KODK

Aug 07, 2020 |Jeremy Goldfarb
If you were at the cottage unplugging for a couple of weeks, you would have missed this one....and that's a good thing. A quick lesson on greed and the casino-like characteristics that trading can exhibit from time to time. (I said trading, not investing!!)...
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Value vs Growth - A Trap?

Aug 04, 2020 |Jeremy Goldfarb
From the investment desk: Value Trap - an investment that appears to be cheaply priced because it has been offered or traded at low valuation metrics for an extended period of time. If you look at the relative performance of the SP500 Growth and Value...
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