Go offline with the Player FM app!
Evidence Based Investing with John Stocking
Manage episode 318712908 series 2786045
Yatin Chadha, MD hosts John Stocking, PFP, CIM, CIWM.
John Stocking has almost 20 years of experience having worked in private wealth management both in Canada and overseas & with 3 Canadian banks.
More recently, John succeeded in launching his own independent financial advice firm "Evidence Based Finance", through which he offers financial planning, DIY coaching, or comprehensive wealth management, or all of the above for a single flat fee.
Website: https://evidencebasedfinance.ca/
Topics:
- evidence based investing basics (8:47)
- five factor investing (13:44)
- evidence based finance (37:45)
- why it can be so hard to follow evidence/your plan (49:37)
Factor investing subtopics:
- basics, growth vs value, ETF considerations, uncorrelated returns, downside protection?, historical data (US, Japan), long term mindset, practicality
Resources:
https://www.pwlcapital.com/resources/five-factor-investing-with-etfs/
https://ws-marketing-ui.s3.amazonaws.com/Wealthsimple_Our+Approach+to+Building+Portfolios_Final.pdf
79 episodes
Manage episode 318712908 series 2786045
Yatin Chadha, MD hosts John Stocking, PFP, CIM, CIWM.
John Stocking has almost 20 years of experience having worked in private wealth management both in Canada and overseas & with 3 Canadian banks.
More recently, John succeeded in launching his own independent financial advice firm "Evidence Based Finance", through which he offers financial planning, DIY coaching, or comprehensive wealth management, or all of the above for a single flat fee.
Website: https://evidencebasedfinance.ca/
Topics:
- evidence based investing basics (8:47)
- five factor investing (13:44)
- evidence based finance (37:45)
- why it can be so hard to follow evidence/your plan (49:37)
Factor investing subtopics:
- basics, growth vs value, ETF considerations, uncorrelated returns, downside protection?, historical data (US, Japan), long term mindset, practicality
Resources:
https://www.pwlcapital.com/resources/five-factor-investing-with-etfs/
https://ws-marketing-ui.s3.amazonaws.com/Wealthsimple_Our+Approach+to+Building+Portfolios_Final.pdf
79 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.