• Presentations: October 4, 2020: MoneyShow Canada Virtual Expo

      I will be speaking on December 1, 2021 at 2.10 pm to 2:40 pm. The title of the presentation is: Simple method to outperform the index. The link is below.

      Buying just the index (S&P 500 or TSX) would simplify outperform over 95% of fund managers, mutual funds, and private broker client accounts over any five-year period. This is due, not because of a lack of expertise, but because of investment fee (MER), the overhead cost to the analyst, commission fees to the broker, and just keeping the lights in the home office. This combination can be anywhere from 2% to a whopping 5%. This can be a big chuck of the profits. However, to outperform the index, a slightly different approach is needed besides simply buying and holding the index. This is where the fun starts.