Something Good for the Month
June 2020
We’ve put together our favourite links to read for the month of June. We hope you enjoy them as much as we did.
Advisoranalyst.com | Is It Time To Retire The 60/40 Portfolio?
If ever there was a mantra in the investment world, it is that you have to diversify. Everyone knows that combining uncorrelated assets into a portfolio reduces the risk of destructive drawdowns. For several decades now, the iconic way to realize diversification in investment portfolios has been through a balance of 60% stocks and 40% bonds (60/40).
Fast Company | The travel industry will survive COVID-19, but with big changes
In Fast Company’s Shape of Tomorrow series, they are asking business leaders to share their inside perspective on how the COVID-19 era is transforming their industries. Here’s what’s been lost—and what could be gained—in the new world order.
Latest memo from Howard Marks | The Anatomy of a Rally
YouTube channel | Data is Beautiful
A first-year PhD student, data geek, who enjoys making visualizations as a hobby.
LinkedIn | The Big Cycles Over The Last 500 Years
Lengthy LinkedIn posting from Ray Dalio covering key excerpts and elements from his book, The Changing World Order.
Jasonpereira.ca – The Wisdom of Wealth Management Blog | Questrade’s Marketing: Valid Points, the Denial of the Value of Advice, and Undeliverable Brand Promises.
There’s one company in Canada that financial advisors almost universally hate: Questrade. It’s no mystery as to why; after all, Questrade has – for years – focused its marketing efforts on ads attacking the advisory industry, questioning our value and above all else, our cost.
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