Ben Felix
Kanadský portfolio manažer Ben Felix vysvětluje investování na základě akademického výzkumu a factor investingu.
Kanadský portfolio manažer Ben Felix vysvětluje investování na základě akademického výzkumu a factor investingu.
Some of the most repeated advice in personal finance is wrong. Saving as much as you can when you're young to benefit from compounding sounds obvious, but it ignores what economists call the life-cycl
*Check out the tools I used in the video:* *Risk Profiling Tool:* https://research-tools.pwlcapital.com/research/risk-profile?utm_source=research&utm_medium=planningtools&utm_campaign=benfelix_yt *Ren
Most people save without knowing their real "why." Free exercise for Canadians to find it. https://research-tools.pwlcapital.com/research/goals?utm_source=research&utm_medium=planningtools&utm_campaig
There are two things people keep asking me about the SpaceX IPO: will it get added to their index funds, and—if given the opportunity—should they invest directly in the SpaceX IPO? Many of the major i
Financial product ads are often unconcerned with the truth, or in the words of philosopher Harry Frankfurt, they are full of bullshit. You’re probably susceptible to it. A 2022 study found that younge
This is probably the most important video I’ll ever make. I hope it will change your life the same way that researching it changed mine. I used to think that working, saving, and investing were all ab
Canada just got a new suite of ETFs that could change how a lot of Canadian investors build their portfolios. They have all the good aspects of index funds — low fees, low turnover, and broad diversif
Some massive companies are set to go public very soon. Private companies like SpaceX, OpenAI, and Anthropic would rank among the largest public companies if they went public, and index funds would be
A 1993 paper in the Journal of Financial Economics with nearly 15,000 citations today changed financial economics and portfolio management forever. Eugene Fama and Kenneth French found that a group of
After many years of hiding behind mystique and illiquidity, private markets are being forced into the light. Private equity, private credit, and private real estate have been sold, hard, to investors
Canada is in the midst of what is (so far) the second-worst price decline for inflation-adjusted home prices going back to 1975. The worst was in the 1980’s with a peak to trough decline of 31%. Today
In personal finance, it’s common for people to focus on things that they can’t control, like trying to pick a winning investment, while ignoring the things that they can control, like setting the righ
Market capitalization weighting, which is what typical index funds do, assign index weights based on each company’s size. An equal weighted index fund, as the name implies, equally weights all of the
ETFs are no longer synonymous with sensible investing. The fund management industry is launching hundreds of new actively managed ETFs every year, and, for the first time in U.S. market history, there
This year was nuts both in markets and personally for me. I had testicular cancer. I had surgery on the same day in January that PWL Capital, the firm that I have worked for for 12 years, announced th