UCITS Factor ETF Analysis as of 202602
Data for this analysis was sourced from Kenneth R. French's database and justETF.com. JPGL Date Range: 201908 to 202602 Ticker Alpha Mkt-RF SMB HML RMW ...
Apr 17, 20264
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UCITS Factor ETF Analysis as of 202601
Data for this analysis was sourced from Kenneth R. French's database and justETF.com. JPGL Date Range: 201908 to 202601 Ticker Alpha Mkt-RF SMB HML RMW ...
Mar 17, 20267UCITS Factor ETF Analysis as of 202512
Data for this analysis was sourced from Kenneth R. French's database and justETF.com. JPGL Date Range: 201908 to 202512 Ticker Alpha Mkt-RF SMB HML RMW ...
Feb 17, 202617UCITS Factor ETF Analysis as of 202511
Data for this analysis was sourced from Kenneth R. French's database and justETF.com. JPGL Date Range: 201908 to 202511 Ticker Alpha Mkt-RF SMB HML RMW ...
Jan 17, 202618UCITS Factor ETF Analysis as of 202510
Data for this analysis was sourced from Kenneth R. French's database and justETF.com. JPGL Date Range: 201908 to 202510 Ticker Alpha Mkt-RF SMB HML RMW ...
Dec 17, 202523UCITS Factor ETF Analysis as of 202509
Data for this analysis was sourced from Kenneth R. French's database and justETF.com. JPGL Date Range: 201908 to 202509 Ticker Alpha Mkt-RF SMB HML RMW ...
Nov 17, 202521Podcast 摘要: Episode 383: AMA #10 - Dollar cost averaging & mutual funds vs. ETFs - Rational Reminder
Objectives 回答聽眾關於投資策略、產品選擇、稅務效率及個人財務決策的常見問題，並提供基於證據的見解與建議。 關鍵要點 比較一次性投資 (Lump Sum) 與平均成本法 (Dollar Cost Averaging) 探討小額淨資產投資者尋求財務建議的途徑 分析加拿大市場中共同基金 (Mutual Funds) 與 ETF 的優缺點及稅務處理差異 討論折價債券 (Discount Bonds) 的稅務效率及其對價格的影響 分享個人最大的投資錯誤 評估緩衝/結構型 ETF 策略的有效性...
Nov 15, 202513Podcast 摘要: Episode 382: Ted Cadsby - The Power of Index Funds, and Being Human - Rational Reminder
Objectives 分析Ted Cadsby關於指數基金的推廣經驗，以及人類認知偏誤如何影響投資決策，並探討克服這些偏誤的方法。 關鍵要點 Ted Cadsby的背景與主動式管理評估 指數基金的啟發與推廣挑戰 人類認知的五大設計缺陷 克服認知偏誤的策略與實踐 Ted Cadsby的背景與主動式管理評估 職涯概述：曾任CIBC Securities Inc.總裁兼CEO，負責銀行旗下共同基金業務，後轉任管理亞洲、加勒比海財富管理業務、投資諮詢公司、私人銀行部門及信託公司，最終擔任零售分行系...
Nov 8, 20259Podcast 摘要: Episode 381: Investing 101 - Rational Reminder
Objectives 這段文本旨在為投資新手提供基礎投資知識，解釋投資的重要性、股票與債券的本質、明智的投資方法，以及實施這些理念的工具，同時也為經驗豐富的投資者重申重要原則。 關鍵要點 投資的重要性 股票與債券的定義與特性 明智的投資方法：主動管理與指數投資 實施投資理念的工具：資產配置ETF 投資的重要性 對抗通貨膨脹：通貨膨脹會導致貨幣購買力隨時間下降。將資金投資於預期報酬為正的資產，至少能抵銷通貨膨脹的影響。 實現財務獨立：透過儲蓄並將「人力資本」（賺取收入的能力）轉化為「金融資本...
Nov 1, 20256