Ben Felix
KOL · kol
Ben Felix is a Canadian portfolio manager at PWL Capital and co-host of the Rational Reminder podcast. He is known for producing evidence-based content on investing and personal finance.
Sources: blog (https://rationalreminder.ca/blog?format=rss) · x (benjaminfelix) · youtube (@BenFelixCSI)
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B · Background7of 10 · n=20
E · Expertise9of 10 · n=20
A · Authoritativeness7of 10 · n=20
T · Trustworthiness7of 10 · n=20
S · Source7of 10 · n=20
BEATS 7 of 10 · n=20 · measured 26.09.07
Win rate by category
share of settled calls that proved right, in each categoryNo settled calls yet — a category shows once one of their calls resolves.
Where they stand
their own words, with a date and a sourceNo stances on record yet.
Track record
8 claims · an outcome shows once the claim resolves| Outcome | Claim | Call · when | Source |
|---|---|---|---|
| — | Buffer ETFs are likely detrimental to long-term investors after relatively high fees and implementation costs. resolves 28.01.11 |
bearish · 26.01.11 | The Rise of ETF Slop |
| — | Covered call ETFs cap upside returns without offering meaningful downside protection, and their total returns should be expected mechanically to trail the total returns of their underlying equities. resolves 28.01.11 |
bearish · 26.01.11 | The Rise of ETF Slop |
| — | If you are able to get in on an initial allocation, you are likely getting in on a poor expected outcome due to adverse selection. resolves 19.12.08 |
bearish · 19.12.07 | 3 Caveats to Consider About Investing in IPOs |
| — | Buying IPOs on the first day of trading is not good because IPOs underperform for the first two years. resolves 21.12.06 |
bearish · 19.12.07 | 3 Caveats to Consider About Investing in IPOs |
| — | Vanguard found that the maximum volatility reduction for Canadian investors is achieved with a 50-60% allocation to non-Canadian stocks; allocating more than that actually increases volatility. resolves 29.12.03 |
bullish · 19.12.06 | For Investors, a Little Home Country Bias Goes a Long Way |
| — | There is a meaningful risk that Canadian investors owning only Canada's 3% market cap weight would feel the urge to increase that allocation when the Canadian stock market is doing well. resolves 29.12.03 |
bullish · 19.12.06 | For Investors, a Little Home Country Bias Goes a Long Way |
| — | Bonds are riskier than stocks for the long-term investor due to inflation. resolves 29.10.23 |
bullish · 19.10.26 | Is Investing Risky? Yes … and No |
| — | A long-term investor with the emotional fortitude to ride out volatile markets can expect a better outcome by investing in more volatile stocks instead of less volatile investments, like bonds. resolves 29.10.23 |
bullish · 19.10.26 | Is Investing Risky? Yes … and No |