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Evidence Based Investing with John Stocking

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Manage episode 318712908 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

79 episodes

Artwork
iconShare
 
Manage episode 318712908 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

79 episodes

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