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Upcoming events
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Money Matters - Investing Part 2: The Why
Kitchener Public Library, Kitchener Public Library, 85 Queen St N, Kitchener, on, CAIntroduction
Welcome to Money Matters, a weekly discussion group relating to topics of personal finance and financial education/literacy.
Attendees are encouraged to share their personal experiences related to finances to help others learn and achieve their financial goals.Topic
The topic will be Investing Part 2: The Why.
Now that we have some idea about the domain of investing, we need to figure out what actions should be taken.
A proposal will be made on what the average investor "should" (in my opinion) be investing in. Supporting arguments, research, and statistics will be presented and discussed.Discussion Prompts / Questions
- Diversification is referred to as "the only free lunch in investing". What does this mean, and why is diversification useful?
- Is it common sense to invest in passively managed, index-based funds?
- Are there financial theories that support passive investing?
- SPIVA (Standard & Poors Index Versus Active) research contains over 20 years of data comparing the performance of actively-managed funds and passively-managed funds. Do you think one management style outperforms the other?
- Do you know how big bank (RBC, TD, etc) mutual fund fees compare to those of passively-managed ETFs? How much of an effect does this have on your portfolio over a long period of time?
Additional Materials
Some materials relating to this topic are:- (reference) Efficient-market hypothesis and Random walk hypothesis
- (reference) SPIVA Research
- (video) International Diversification
- (book) The Little Book of Common Sense Investing
- (book) A Random Walk Down Wall Street
Soliciting Notice
Any attempts to advertise, promote, or sell financial products and/or services will not be tolerated.Financial Advice Disclaimer
The information provided is for general informational purposes only and should not be considered personalized financial advice. Consult with a qualified financial professional before making financial decisions.11 attendees
Past events
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