Mark Yamada, President & CEO of PŮR Investing Inc., designs portfolios of exchange-traded funds (ETFs) for investors. In my last post, I reviewed his use of  “risk budgeting” to rebalance portfolios with regard to the volatility of stock markets (a technique employed by the larger pension funds).

A Nobel-Laureate gave some investment advice 50 years ago. The Laureate was Yale University professor James Tobin and his advice was: the optimal portfolio for the long-term investor is indexed to the market and leveraged.

Studies show insider trading is a useful guide for investment decisions. But some insider transactions are better signals than others. A recent study by Giamouridis, Liodakis, and Moniz identifies those with the "highest possible information content" and shows how to use them to develop “portfolio strategies that have economically and ...

Could the portfolio listed under rcarrick on Covestor.com belong to Globe and Mail personal finance columnist Rob Carrick? Covestor.com is a U.S.-based social-investing website that displays members’ actual portfolios by linking to their online brokerage accounts.

The passive approach to investing involves owning low-fee index funds, diversifying over different assets, and rebalancing once a year or so. The Couch Potato portfolios set up by Scott Burns (journalist at Dallas Morning News) in the U.S and by Duncan Hood and Ian McGugan (journalists at MoneySense Magazine) in ...