Wednesday, January 29, 2025

Thursday, January 23, 2025

Wednesday, January 22, 2025

CRKT Hissatsu Self Defense Knife Overview

https://youtu.be/OPTHWXSWCKA?si=1Pu_sJCwmPDmd1TR

Kiwi.com | Find Cheap Flights & Discover New Destinations

https://www.kiwi.com/ca/

How Diversification Won the “Lost Decade”

https://purefinancial.com/learning-center/blog/how-diversification-won-the-lost-decade/

How to connect My Book Live with WIndows 10 - Legacy Products / My Book Live - WD Community

If you want to use your MyBookLive with Windows 10 you should enable that Windows feature. Go to Control Panel → Programs → Turn Windows feature on or off → check the box "SMB 1.0/CIFS File Sharing Support" and then restart your PC.

https://community.wd.com/t/how-to-connect-my-book-live-with-windows-10/165850

Tuesday, January 21, 2025

Jan 2025 , 利息走势,

加拿大皇家银行预测,这一趋势将延续,预计到第二季度加元将进一步贬值至68.96美分(当前汇率为69.33美分)。
美加政策差距扩大,加元承压:据加拿大皇家银行的最新报告,由于美国经济保持强劲且美联储今年降息的可能性较低,加拿大与美国的政策利率差距将继续扩大。该行预测,到2024年年中,加拿大央行可能将利率下调至刺激性水平的2%,两国政策差距将进一步扩大125个基点。"政策差距的扩大意味着加元走软的可能性仍然很大,但这不足以阻止加拿大央行继续降息。"

Nine Canadian fund managers offer their top picks and portfolio advice for 2025

From the Globe and Mail: Nine Canadian fund managers offer their top picks and portfolio advice for 2025 - https://www.theglobeandmail.com/investing/markets/inside-the-market/article-nine-canadian-fund-managers-offer-their-top-picks-and-portfolio-advice-2/?utm_source=Shared+Article+Sent+to+User&utm_medium=E-mail:+Newsletters+/+E-Blasts+/+etc.&utm_campaign=Shared+Web+Article+Links

Fund Overlap | ETF Research Center

https://www.etfrc.com/funds/overlap.php

理财笔记#71:我为什么推荐股票基金ETF? | www.wenxuecity.com

https://www.wenxuecity.com/blog/202412/80634/21565.html

Here's One Major Mistake to Avoid if You're Investing in ETFs | The Motley Fool

https://www.fool.com/investing/2023/11/13/heres-one-major-mistake-to-avoid-if-youre-investin/

Sunday, January 19, 2025

55 best investing books boost your money and awesome brain | Portfolio Einstein

Books,

https://www.portfolioeinstein.com/best-investing-books-boost-your-money-and-awesome-brain/

Build dimensional fund advisors investment portfolios with e t fs | Portfolio Einstein


Dimensional Fund Advisors Model Portfolios 100% Stocks Equity

  • 20.00% US Large Cap Value (VTV)
  • 20.00% US Large Cap (VV)
  • 10.00% US Small Cap Value (VIOV)
  • 10.00% US Small Cap (VIOO)

  • 3.00% Emerging Markets (VWO)
  • 4.00% Emerging Markets Small Cap (EWX)
  • 3.00% Emerging Markets Value (FNDE)

  • 5.00% International Small Cap Blend (VSS)
  • 5.00% International Small Cap Value (DLS)
  • 10.00% International Value (EFV)
  • 10.00% International Developed (VEA)
https://www.portfolioeinstein.com/dimensional-fund-advisors-model-portfolioslios/#dimensional-fund-advisors-model-portfolios-100-stocks-equity

What Category of Investment Did Well During the "Lost Decade" (2000s) - Bogleheads.org


https://www.bogleheads.org/forum/viewtopic.php?t=424203

Vanguard S&P 500: -1,03%
-Vanguard Mid Cap Index: 6.13%
-Vanguard Small Cap Index: 4.36%

1999-2018

https://hr.ucf.edu/wp-content/uploads/sites/17/Callan-Periodic-Table.pdf

Remember What Got Us Here | Servo Wealth Management, LLC


https://www.servowealth.com/blog/remember-what-got-us-here

Since March 2009, higher-priced US large "growth" stocks have soared, thanks partly to a rebound in the technology sector. The S&P 500 Index has gained +16% per year. Lower-priced, large and small US "value" stocks have also done well, albeit slightly worse than the S&P 500, returning almost +15% annually.

International stocks have been the laggard, but even these returns have been good. The non-US equivalent to the S&P 500, the MSCI World ex-USA Index, returned +8.6% per year, while large and small international value stocks gained +9% to +10% annually.

How to avoid another lost decade in equities

https://www.rbadvisors.com/insights/how-to-avoid-another-lost-decade-in-equities/

Retirement Advisor: Servo Wealth's Eric Nelson Critiques Risk-Averse Investing (Podcast) | Seeking Alpha

https://seekingalpha.com/article/4271683-retirement-advisor-servo-wealths-eric-nelson-critiques-risk-averse-investing-podcast

How Much Is an Advisor Worth? Eric Nelson Does the Math

https://www.thinkadvisor.com/2015/02/26/how-much-is-an-advisor-worth-eric-nelson-does-the-math/

Monday, January 13, 2025

Untangling How Index Providers Break Down the U.S.... | Morningstar

Total Mkt is Better, 

https://www.morningstar.hk/hk/news/190330/untangling-how-index-providers-break-down-the-us-market-by-size.aspx 

Wednesday, January 8, 2025

TECH ETF 2025 + 20YRS

TECH:  IYW / 
SEMI:  SMH / SOXX / PSI / 

Sunday, January 5, 2025

国内用人民币购买美股基金?

 https://blog.wenxuecity.com/myblog/80634/202501/1426.html

用人民币购买, 

  • SP500

场内ETF 场外 规模 费用 发行时间
513500 050025 140亿 0.85% 2013
161125 012860 5亿 1.05% 2016

  • N100

场内ETF 场外 规模 费用 发行时间
513100 160213 130亿 0.8% 2013
159501 016533 38亿 0.6% 2023
513300 015299 25亿 0.8% 2020

  • VGT

场内ETF 场外 规模 费用 发行时间
161128 003721 16亿 1.05% 2016



地区 标普500指数 纳斯达克100指数
美国 VOO,SPY QQQM,QQQ
中国 513500 513100
加拿大 VFV,ZSP XQQ
英国 VUAG EQQQ
欧盟 VUSA EQQQ
日本 1655 1545
澳大利亚 IHVV NDQ
台湾 00646 00662

对比特币理解最深的一本书

 

“The Bitcoin Standard”,

对比特币理解最深的一本书 

Friday, January 3, 2025

为什么加拿大电讯公司2024股价跌的厉害?

 

Canadian telecom companies had a very bad year. Will 2025 be any better?


Canadian telecom stocks are down due to rising interest rates and concerns about heightened competition12As bonds turned more attractive amid rising interest rates, investors dumped dividend-paying telecom stocks. Moreover, telecom is a capital-intensive business, and companies carry a large amount of debt. As interest rates rose, debt-servicing costs notably jumped, impacting their profitability1The decline may also be due to the concerns about heightened competition, which even the Quebecor president and CEO admitted to2.

3 Reasons Canadian Telecom Stocks Are Undervalued -... | Morningstar

three big things working against these companies in 2023. The first one, and the one that has nothing to do with these businesses, is higher interest rates. So, as interest rates went much higher and stayed high, these stocks sold off a lot. And when we saw a couple months ago, interest rates kind of bottoming for now, they turned. And so I think they'll continue to be sensitive to interest rates, and that was a headwind. From a more fundamental perspective, there was a regulatory threat hanging over the telcos, which are BCE (BCE) and TELUS (T), the ones that we cover. And then we also had Quebecor's (QBR.A) entrance as a national competitor in the wireless space, starting in April after they acquired Freedom Mobile. And so that just brings a new level of competition to the big three in wireless, that they didn't have before, as well as some regulatory pricing rates that they'll have to compete against.

RCI-B-T   Rogers Communications Inc Cl B NV

BCE-T   BCE Inc

T-T   Telus Corp

QBR-B-T    Quebecor Inc Cl B Sv

CCA-T   Cogeco Communications Inc