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Archive | 3-Factor Model

New Multifactor ETFs from iShares (Part II)

Last week we looked at the iShares Edge MSCI Multifactor Canada Index ETF (XFC), one of a trio of new ETFs based on multifactor indexes from MSCI. Recall that we found a few surprises in our analysis: a large part of the index’s performance could not be explained by the size, value, momentum and quality […]

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New Multifactor ETFs from iShares

So you’ve read all about the benefits of index investing. Your portfolio is dirt cheap and broadly diversified. Heck, you’ve even stopped checking your portfolio value on a daily basis. Just when you thought you had it all figured out, ETF providers drop a bombshell by claiming there may be a smarter way to invest. […]

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The Ultimate Buy-and-Hold Portfolio

A number of readers have asked me what I think about Paul Merriman’s Ultimate Buy-and-Hold Portfolio. It sure does have a nice ring to it (placing the word “ultimate” before anything tends to have that effect).  Merriman believes that you can increase the expected return of a simple Couch Potato portfolio by adding more small-cap […]

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Active Funds Exposed

Rob Carrick wrote an article late last year that suggested four actively managed mutual funds which may be worth a look by open-minded DIY investors.  All four funds had beaten the S&P/TSX Composite Index’s 8% return over the last 10 years (as of October 31, 2014).  Three out of four of the funds had even […]

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