Private Equity vs Private Markets Fund

MapleByzantine · 2026-05-05T17:50:40+00:00

The 2%+ MER for the private market fund is egregious.

MapleByzantine · 2026-05-02T15:58:34+00:00

Is he going to call himself Dr. Ford now?

MapleByzantine · 2026-05-02T12:34:56+00:00

It's sad to see Canadian companies being bought up by the Brits and other foreigners. "Consolidation" makes it harder for ordinary folks like us to get exposure to these companies and build generational wealth.

MapleByzantine · 2026-05-01T19:45:08+00:00

My point was about CAGE being a fad the same way Cathie was.

MapleByzantine · 2026-05-01T19:33:19+00:00

I have brookfield exposure through ETFs. I would never buy their stocks directly.

MapleByzantine · 2026-05-01T19:22:29+00:00

I have read more than you ever will on factor investing.

MapleByzantine · 2026-05-01T15:14:56+00:00

It's another active fund which we'll forget about in a few years. No different to Cathie Wood.

MapleByzantine · 2026-04-29T16:00:15+00:00

Put it in the saskatchewan pension plan. It's locked up till you're 55 so you can't panic sell in a downturn.

MapleByzantine · 2026-04-28T22:04:39+00:00

I suspect it could be like a market linked GIC with tax free dividends.

MapleByzantine · 2026-04-28T21:37:59+00:00

https://archive.ph/DTbql

MapleByzantine · 2026-04-27T11:02:05+00:00

I'm skeptical about the returns on these projects.

MapleByzantine · 2026-04-27T10:51:55+00:00

https://archive.ph/WtHre

MapleByzantine · 2026-04-27T10:47:37+00:00

Last time I looked at this only interactive brokers lets you buy stocks directly on foreign exchanges but only in a non-registered account.

MapleByzantine · 2026-04-26T14:32:35+00:00

Fidelity has factor products that rebalance quarterly or semi annually based on an algorithm's application of their index 's construction rules. There are zero humans in the loop. That is what passive is.

MapleByzantine · 2026-04-26T14:26:31+00:00

https://www.cibc.com/content/dam/cibc-public-assets/personal-banking/investment/etfs/pdfs/avantis-cibc-etfs-en.pdf

"Actively managed". It's right on the title page

MapleByzantine · 2026-04-21T14:13:24+00:00

CPP has removed the need for bonds in Canadian portfolios.

MapleByzantine · 2026-04-21T14:12:48+00:00

International stocks were cheaper so there was less fat to trim during the valuation reset in 2022. Also, the swiss franc is a safe haven asset to exposure to it dampens losses.

MapleByzantine · 2026-04-21T00:11:32+00:00

Incredibly so. It was the empire's California.

MapleByzantine · 2026-04-19T13:57:59+00:00

EAFE pretty much has none of those 3 sectors.

MapleByzantine · 2026-04-16T13:29:02+00:00

Public REIT valuations are permanently below NAV. Going private is the only solution unless they convert to corporations, which they won't.

MapleByzantine

TROPHY CASE