Loading…

Are you ready for the HOT POTATO?

When it comes to investing, many prefer plain portfolios while others like to spice things up. To the more daring, the author offers a fiery take on MoneySense's conservative Couch Potato portfolio. Call it the Hot Potato. The basic Hot Potato method is inspired by money manager James Montier&#...

Full description

Saved in:
Bibliographic Details
Published in:MoneySense (Toronto) 2016-04, Vol.18 (3), p.23
Main Author: Rothery, Norm
Format: Magazinearticle
Language:English
Subjects:
Online Access:Get full text
Tags: Add Tag
No Tags, Be the first to tag this record!
cited_by
cites
container_end_page
container_issue 3
container_start_page 23
container_title MoneySense (Toronto)
container_volume 18
creator Rothery, Norm
description When it comes to investing, many prefer plain portfolios while others like to spice things up. To the more daring, the author offers a fiery take on MoneySense's conservative Couch Potato portfolio. Call it the Hot Potato. The basic Hot Potato method is inspired by money manager James Montier's 2003 article "Cheap Countries Outperform," which can be found in his book Behavioural Investing. Montier noted that the stock markets of countries that fared the best over the prior 12 months continued to outperform. It is a classic case of momentum in markets and they wanted to test whether a similar approach would work for Canadians. While the Hot Potato requires more attention, the effort is worth it because this portfolio would have gained an average of 12.0% annually from 1981 through 2015. While the Hot Potato generated good returns using annual data, it is well known that momentum tends to work better over shorter periods.
format magazinearticle
fullrecord <record><control><sourceid>proquest</sourceid><recordid>TN_cdi_proquest_miscellaneous_1774002032</recordid><sourceformat>XML</sourceformat><sourcesystem>PC</sourcesystem><sourcerecordid>3987941701</sourcerecordid><originalsourceid>FETCH-proquest_miscellaneous_17740020323</originalsourceid><addsrcrecordid>eNpjYeA0NLGw0DU0NrHkYOAqLs4yMDAyNzc35mRQdCxKVajML1UoSk1MqVRIyy9SKMlIVfDwD1EI8A9xDPG352FgTUvMKU7lhdLcDBpuriHOHroFRfmFpanFJfG5mcXJqTk5iXmp-aXF8Ybm5iZA4w2MjYxJUAoAGn4vOw</addsrcrecordid><sourcetype>Aggregation Database</sourcetype><iscdi>true</iscdi><recordtype>magazinearticle</recordtype><pqid>1774002032</pqid></control><display><type>magazinearticle</type><title>Are you ready for the HOT POTATO?</title><source>ABI/INFORM global</source><creator>Rothery, Norm</creator><creatorcontrib>Rothery, Norm</creatorcontrib><description>When it comes to investing, many prefer plain portfolios while others like to spice things up. To the more daring, the author offers a fiery take on MoneySense's conservative Couch Potato portfolio. Call it the Hot Potato. The basic Hot Potato method is inspired by money manager James Montier's 2003 article "Cheap Countries Outperform," which can be found in his book Behavioural Investing. Montier noted that the stock markets of countries that fared the best over the prior 12 months continued to outperform. It is a classic case of momentum in markets and they wanted to test whether a similar approach would work for Canadians. While the Hot Potato requires more attention, the effort is worth it because this portfolio would have gained an average of 12.0% annually from 1981 through 2015. While the Hot Potato generated good returns using annual data, it is well known that momentum tends to work better over shorter periods.</description><identifier>ISSN: 1488-1349</identifier><language>eng</language><publisher>Toronto: Ratehub Inc</publisher><subject>American dollar ; Exchange traded funds ; Fees &amp; charges ; Index funds ; Investments ; Mutual funds ; Personal finance ; Portfolio management ; Stock exchanges ; Volatility</subject><ispartof>MoneySense (Toronto), 2016-04, Vol.18 (3), p.23</ispartof><rights>Copyright Rogers Publishing Limited Apr 2016</rights><woscitedreferencessubscribed>false</woscitedreferencessubscribed></display><links><openurl>$$Topenurl_article</openurl><openurlfulltext>$$Topenurlfull_article</openurlfulltext><thumbnail>$$Tsyndetics_thumb_exl</thumbnail><linktohtml>$$Uhttps://www.proquest.com/docview/1774002032?pq-origsite=primo$$EHTML$$P50$$Gproquest$$H</linktohtml><link.rule.ids>776,780,13482,36038,44339</link.rule.ids></links><search><creatorcontrib>Rothery, Norm</creatorcontrib><title>Are you ready for the HOT POTATO?</title><title>MoneySense (Toronto)</title><description>When it comes to investing, many prefer plain portfolios while others like to spice things up. To the more daring, the author offers a fiery take on MoneySense's conservative Couch Potato portfolio. Call it the Hot Potato. The basic Hot Potato method is inspired by money manager James Montier's 2003 article "Cheap Countries Outperform," which can be found in his book Behavioural Investing. Montier noted that the stock markets of countries that fared the best over the prior 12 months continued to outperform. It is a classic case of momentum in markets and they wanted to test whether a similar approach would work for Canadians. While the Hot Potato requires more attention, the effort is worth it because this portfolio would have gained an average of 12.0% annually from 1981 through 2015. While the Hot Potato generated good returns using annual data, it is well known that momentum tends to work better over shorter periods.</description><subject>American dollar</subject><subject>Exchange traded funds</subject><subject>Fees &amp; charges</subject><subject>Index funds</subject><subject>Investments</subject><subject>Mutual funds</subject><subject>Personal finance</subject><subject>Portfolio management</subject><subject>Stock exchanges</subject><subject>Volatility</subject><issn>1488-1349</issn><fulltext>true</fulltext><rsrctype>magazinearticle</rsrctype><creationdate>2016</creationdate><recordtype>magazinearticle</recordtype><sourceid>M0C</sourceid><recordid>eNpjYeA0NLGw0DU0NrHkYOAqLs4yMDAyNzc35mRQdCxKVajML1UoSk1MqVRIyy9SKMlIVfDwD1EI8A9xDPG352FgTUvMKU7lhdLcDBpuriHOHroFRfmFpanFJfG5mcXJqTk5iXmp-aXF8Ybm5iZA4w2MjYxJUAoAGn4vOw</recordid><startdate>20160401</startdate><enddate>20160401</enddate><creator>Rothery, Norm</creator><general>Ratehub Inc</general><scope>0U~</scope><scope>1-H</scope><scope>3V.</scope><scope>7RQ</scope><scope>7WY</scope><scope>7WZ</scope><scope>7XB</scope><scope>87Z</scope><scope>8FK</scope><scope>8FL</scope><scope>8FQ</scope><scope>8FV</scope><scope>8G5</scope><scope>ABUWG</scope><scope>AFKRA</scope><scope>AZQEC</scope><scope>BENPR</scope><scope>BEZIV</scope><scope>CCPQU</scope><scope>DWQXO</scope><scope>FRNLG</scope><scope>F~G</scope><scope>GNUQQ</scope><scope>GUQSH</scope><scope>K60</scope><scope>K6~</scope><scope>L.-</scope><scope>L.0</scope><scope>M0C</scope><scope>M2O</scope><scope>MBDVC</scope><scope>PADUT</scope><scope>PQBIZ</scope><scope>PQBZA</scope><scope>PQEST</scope><scope>PQQKQ</scope><scope>PQUKI</scope><scope>PYYUZ</scope><scope>Q9U</scope><scope>U9A</scope></search><sort><creationdate>20160401</creationdate><title>Are you ready for the HOT POTATO?</title><author>Rothery, Norm</author></sort><facets><frbrtype>5</frbrtype><frbrgroupid>cdi_FETCH-proquest_miscellaneous_17740020323</frbrgroupid><rsrctype>magazinearticle</rsrctype><prefilter>magazinearticle</prefilter><language>eng</language><creationdate>2016</creationdate><topic>American dollar</topic><topic>Exchange traded funds</topic><topic>Fees &amp; charges</topic><topic>Index funds</topic><topic>Investments</topic><topic>Mutual funds</topic><topic>Personal finance</topic><topic>Portfolio management</topic><topic>Stock exchanges</topic><topic>Volatility</topic><toplevel>online_resources</toplevel><creatorcontrib>Rothery, Norm</creatorcontrib><collection>Global News &amp; ABI/Inform Professional</collection><collection>Trade PRO</collection><collection>ProQuest Central (Corporate)</collection><collection>Career and Technical Education (ProQuest Database)</collection><collection>ABI/INFORM Collection</collection><collection>ABI/INFORM Global (PDF only)</collection><collection>ProQuest Central (purchase pre-March 2016)</collection><collection>ABI/INFORM Collection</collection><collection>ProQuest Central (Alumni) (purchase pre-March 2016)</collection><collection>ABI/INFORM Collection (Alumni Edition)</collection><collection>Canadian Business &amp; Current Affairs Database</collection><collection>Canadian Business &amp; Current Affairs Database (Alumni Edition)</collection><collection>Research Library (Alumni Edition)</collection><collection>ProQuest Central (Alumni)</collection><collection>ProQuest Central</collection><collection>ProQuest Central Essentials</collection><collection>AUTh Library subscriptions: ProQuest Central</collection><collection>ProQuest Business Premium Collection</collection><collection>ProQuest One Community College</collection><collection>ProQuest Central</collection><collection>Business Premium Collection (Alumni)</collection><collection>ABI/INFORM Global (Corporate)</collection><collection>ProQuest Central Student</collection><collection>Research Library Prep</collection><collection>ProQuest Business Collection (Alumni Edition)</collection><collection>ProQuest Business Collection</collection><collection>ABI/INFORM Professional Advanced</collection><collection>ABI/INFORM Professional Standard</collection><collection>ABI/INFORM global</collection><collection>ProQuest research library</collection><collection>Research Library (Corporate)</collection><collection>Research Library China</collection><collection>One Business (ProQuest)</collection><collection>ProQuest One Business (Alumni)</collection><collection>ProQuest One Academic Eastern Edition (DO NOT USE)</collection><collection>ProQuest One Academic</collection><collection>ProQuest One Academic UKI Edition</collection><collection>ABI/INFORM Collection China</collection><collection>ProQuest Central Basic</collection><jtitle>MoneySense (Toronto)</jtitle></facets><delivery><delcategory>Remote Search Resource</delcategory><fulltext>fulltext</fulltext></delivery><addata><au>Rothery, Norm</au><format>journal</format><genre>article</genre><ristype>JOUR</ristype><atitle>Are you ready for the HOT POTATO?</atitle><jtitle>MoneySense (Toronto)</jtitle><date>2016-04-01</date><risdate>2016</risdate><volume>18</volume><issue>3</issue><spage>23</spage><pages>23-</pages><issn>1488-1349</issn><abstract>When it comes to investing, many prefer plain portfolios while others like to spice things up. To the more daring, the author offers a fiery take on MoneySense's conservative Couch Potato portfolio. Call it the Hot Potato. The basic Hot Potato method is inspired by money manager James Montier's 2003 article "Cheap Countries Outperform," which can be found in his book Behavioural Investing. Montier noted that the stock markets of countries that fared the best over the prior 12 months continued to outperform. It is a classic case of momentum in markets and they wanted to test whether a similar approach would work for Canadians. While the Hot Potato requires more attention, the effort is worth it because this portfolio would have gained an average of 12.0% annually from 1981 through 2015. While the Hot Potato generated good returns using annual data, it is well known that momentum tends to work better over shorter periods.</abstract><cop>Toronto</cop><pub>Ratehub Inc</pub></addata></record>
fulltext fulltext
identifier ISSN: 1488-1349
ispartof MoneySense (Toronto), 2016-04, Vol.18 (3), p.23
issn 1488-1349
language eng
recordid cdi_proquest_miscellaneous_1774002032
source ABI/INFORM global
subjects American dollar
Exchange traded funds
Fees & charges
Index funds
Investments
Mutual funds
Personal finance
Portfolio management
Stock exchanges
Volatility
title Are you ready for the HOT POTATO?
url http://sfxeu10.hosted.exlibrisgroup.com/loughborough?ctx_ver=Z39.88-2004&ctx_enc=info:ofi/enc:UTF-8&ctx_tim=2025-01-28T09%3A22%3A03IST&url_ver=Z39.88-2004&url_ctx_fmt=infofi/fmt:kev:mtx:ctx&rfr_id=info:sid/primo.exlibrisgroup.com:primo3-Article-proquest&rft_val_fmt=info:ofi/fmt:kev:mtx:journal&rft.genre=article&rft.atitle=Are%20you%20ready%20for%20the%20HOT%20POTATO?&rft.jtitle=MoneySense%20(Toronto)&rft.au=Rothery,%20Norm&rft.date=2016-04-01&rft.volume=18&rft.issue=3&rft.spage=23&rft.pages=23-&rft.issn=1488-1349&rft_id=info:doi/&rft_dat=%3Cproquest%3E3987941701%3C/proquest%3E%3Cgrp_id%3Ecdi_FETCH-proquest_miscellaneous_17740020323%3C/grp_id%3E%3Coa%3E%3C/oa%3E%3Curl%3E%3C/url%3E&rft_id=info:oai/&rft_pqid=1774002032&rft_id=info:pmid/&rfr_iscdi=true