Canadian Capitalist Logo Dark
No Result
View All Result
Thursday, May 15, 2025
  • Login
  • Register
  • Home
  • Economy
  • Investing
  • Markets
  • Real Estate
  • Retirement
  • Tax Savings
  • Trivia
  • Resources
Subscribe
Canadian Capitalist Logo Light
  • Home
  • Economy
  • Investing
  • Markets
  • Real Estate
  • Retirement
  • Tax Savings
  • Trivia
  • Resources
No Result
View All Result
Canadian Capitalist Logo Mobile
No Result
View All Result
Home Uncategorised

Review and Giveaway: The Intelligent Portfolio

by Ram Balakrishnan
July 6, 2008
Reading Time: 2 mins read
125 8
0
investing in mutual funds for beginners
152
SHARES
1.9k
VIEWS
Share on FacebookShare on TwitterShare on Linkedin
[Front Cover of The Intelligent Portfolio]

The Intelligent Portfolio does an excellent job of explaining ten basic concepts needed to make good investment decisions in a simple and straightforward manner. The book will be invaluable for a beginning investor and there is plenty to keep sophisticated investors interested as well. I found the discussion of market portfolio, which is composed of asset classes weighted by their proportion of total world market value and real return expectations derived by reverse optimization to be particularly interesting. The book has garnered rave reviews and I couldn’t do better than concurring with Peter L. Bernstein’s praise for the book:

Books on personal investing are a dime a dozen. But if we add them up, all those dimes come to plenty of money. This book is worth all that and lots more. With its strong foundation in theory, the depth of its insights, the power of its message, the clarity of its exposition, and the value of its examples, The Intelligent Portfolio is worth many multiples of anything else in this overcrowded field.

The author, Christopher L. Jones, works for Financial Engines, a firm that puts sophisticated techniques like Monte Carlo simulation, investment analysis and portfolio optimization in the hands of individual investors. The book includes a 1-year subscription to the Personal Online Advisor service from Financial Engines. The service allows you to do retirement planning but it seems to be of limited use for Canadian residents because data for Canadian bonds, mutual funds, tax rates, CPP and OAS are not available. The retirement planner is a nifty tool — if you input a savings rate, the current portfolio holdings, the retirement target date and the desired income in retirement, the planner runs Monte Carlo simulations and displays the probability of achieving the target through icons borrowed from weather forecasting. It would be wonderful if Financial Engines starts offering this service in Canada as well.

Book Giveaway: If you missed Million Dollar Journey’s giveaway of the book, here’s your second chance. The publisher has generously provided an extra copy for our readers. Participation is very simple — just leave a comment to this post and don’t forget to include your email address. Deadline for entries is Friday, July 11, 2008 at 8 p.m. EDT. One entry per person. Canadian residents only. Your email will not be shared with anyone. I’ll pick one entry at random after the deadline. Good luck!

Related posts:

  1. What happens when a broker goes bankrupt?
  2. Sleepy Portfolio 1Q-2010 Report Card
  3. Sleepy Mini Portfolio Q2-2010 Update
  4. Book Review: Pensionize Your Nest Egg
Share61Tweet38Share11

Get real time update about this post categories directly on your device, subscribe now.

Unsubscribe
Previous Post

This and That

Next Post

Indexing Canadian Equities through XIU / XIC

Ram Balakrishnan

Ram Balakrishnan

Related Posts

Why you cant afford a house in Canada

Why You Can’t Afford A Home In Canada?

January 24, 2022
558
investing benefits
Investing

Finding a Financial Advisor, Part 1

June 19, 2021
2.2k
investing in bitcoin

Is it time to invest in Bitcoins again?

May 13, 2019
2k
when do reits liquidate
Uncategorised

Performance of Currency-Neutral S&P 500 Index Funds

January 19, 2014
2k
is mortgage interest tax deductible
Uncategorised

The 2013 Sleepy Portfolio Report Card

January 12, 2014
2k
how to buy individual stocks in canada
Uncategorised

Asset Class Returns for 2013

January 5, 2014
1.9k
Next Post
how to compare annuities

Indexing Canadian Equities through XIU / XIC

Please login to join discussion
Canadian Capitalist

© 2022 Canadian Capitalist

Navigate Site

  • Home
  • Disclaimer
  • Privacy Policy
  • Advertisement
  • Contact Us

Follow Us

No Result
View All Result
  • Home
  • Economy
  • Investing
  • Markets
  • Real Estate
  • Retirement
  • Tax Savings
  • Trivia
  • Resources

© 2022 Canadian Capitalist

Welcome Back!

Sign In with Facebook
Sign In with Google
Sign In with Linked In
OR

Login to your account below

Forgotten Password? Sign Up

Create New Account!

Sign Up with Facebook
Sign Up with Google
Sign Up with Linked In
OR

Fill the forms below to register

*By registering into our website, you agree to the Terms & Conditions and Privacy Policy.
All fields are required. Log In

Retrieve your password

Please enter your username or email address to reset your password.

Log In
This website uses cookies. By continuing to use this website you are giving consent to cookies being used. Visit our Privacy and Cookie Policy.
two man and woman standing on doorway
The man who does not read has no advantage over the man who cannot read - Mark Twain