Sid Mohapatra

Sid Mohapatra is an energy trader based out of Toronto working in power and natural gas trading. Prior to working in commodities, Sid worked at a top Canadian bank’s fixed income and derivatives business. He possesses strong fundamentals in asset allocation, global macro thematic investing and physical commodities.

As a graduate of McMaster University, Sid specialized in Finance and has taught numerous sessions on Investing, Financial Securities and Trading courses. He led and managed the Horizon’s Trading Center at McMaster University.

Sid’s unique experience brings a breadth of institutional knowledge to the retail investing universe. He covers equity derivatives, structured credit instruments and tax harvesting techniques to help Canadians make better financial decisions in the ever-changing landscape of financial markets and investing.
How to Invest in Silver: 5 Simple Methods

How to Invest in Silver: 5 Simple Methods

Investors turn to precious metals as they have stood the test of time as a store of value and a hedge against inflation. Here are 5 ways one can begin investing in silver.

5 Easy Ways to Start Investing in Gold Today!

5 Easy Ways to Start Investing in Gold Today!

Gold holds a unique position in the financial ecosystem as an asset class that continues to be recognized as a store of value and used as an inflation hedge.

5 Ways You Can Start Investing in Commodities

5 Ways You Can Start Investing in Commodities

Well-diversified portfolios often allocate capital into commodities to hedge their portfolios' inflation risks. The most commonly traded commodities are often bucketed into 4 major categories, Energy, Metals, Agriculture and Livestock/Meats.

3 Investing Platforms Similar to Wealthfront Canada

3 Investing Platforms Similar to Wealthfront Canada

A popular robo-advisor in the US, Wealthfront is not available in Canada, however here are 3 alternative automated investing platforms Canadians can use.

5 Steps to Start Investing For Beginners

5 Steps to Start Investing For Beginners

To streamline the investing process and achieve consistently positive outcomes, it is essential to have an asset allocation framework and make prudent decisions regarding the construction and composition of a portfolio.

Segregated Funds vs Mutual Funds: Key Differences Explained

Segregated Funds vs Mutual Funds: Key Differences Explained

The main difference between segregated funds and mutual funds is that segregated funds offer principal protection on investments and these products are sold by insurance companies, unlike mutual funds which are sold by asset management companies or financial institutions.

How Many Shares of a Stock Should I Buy?

How Many Shares of a Stock Should I Buy?

Investors should aim to diversify across sectors in order to minimize company- and industry-specific risk, and generate excess returns over the benchmark.

Stock Order Types: Using Market, Limit & Stop Order Types

Stock Order Types: Using Market, Limit & Stop Order Types

Despite variances in fees and features across different brokerages, there is consensus on the different stock order types that investors can place on the exchanges.

How to Buy Bonds in Canada (4 Steps)

How to Buy Bonds in Canada (4 Steps)

While not as common as buying equities, investing in bonds is still fairly popular as bonds are great vehicles to generate income while keeping capital protected.

RSU vs Stock Options: What’s the Difference & Which is Better?

RSU vs Stock Options: What’s the Difference & Which is Better?

Stock Options vs RSUs: What To Choose

What is the Canada Savings Bond?

What is the Canada Savings Bond?

Canada Savings Bonds supported the Canadian government in raising funding for capital projects, while enabling Canadians to channel their savings into a virtually risk-free asset. The initiative has been discontinued as of December 2021.

What is Options Trading & How Does It Work?

What is Options Trading & How Does It Work?

Options allow investors to buy and sell a certain security at a predetermined price in a specific time period. The value of the option is dependent on the relation of this predetermined price and the price of the underlying security, as well as how much time to expiry is left on the option contract.

4 Steps to Start Trading Options in Canada Today!

4 Steps to Start Trading Options in Canada Today!

Investing in equities through options can become more attainable when investors take a step-by-step approach and utilize an organized framework

What Are Employee Stock Options & How Do They Work?

What Are Employee Stock Options & How Do They Work?

Employers offer employees stock options to buy shares of the company at a specified price based on performance and other targets, to incentivize employees and drive a stronger alignment of interests.

What is Value Investing & How to Get Started

What is Value Investing & How to Get Started

Value investing focuses on analyzing companies with a bottoms-up approach and identifying stocks that are presently trading below their “fair value”.

Dollar Cost Averaging: What It Is, Benefits and Drawbacks

Dollar Cost Averaging: What It Is, Benefits and Drawbacks

Dollar cost averaging aims to lower the cost of acquisition of a security by making steady purchases on a periodic basis.

What is ESG Investing & Does It Make a Difference?

What is ESG Investing & Does It Make a Difference?

Asset managers such as pension funds, endowments and others are shifting toward assessing the environmental, social and other impacts of their investing footprint in public and private markets.

What is Short Selling & How to Short a Stock

What is Short Selling & How to Short a Stock

In simple terms, short selling is a method that enables market participants to sell securities without owning the underlying security.

What is a Bond & How Do They Work?

What is a Bond & How Do They Work?

A bond represents a loan obligation wherein a borrower agrees to pay the lender at a specified rate known as the coupon rate in a specified time period or maturity.

How to Invest in Stocks – 4 Steps for Canadians

How to Invest in Stocks – 4 Steps for Canadians

Investing in stocks can seem daunting at first, but the key to getting a head start into investing is to have a well-defined objective and a financial plan to achieve your unique goals.

5 Main Types of Bonds Explained

5 Main Types of Bonds Explained

Bonds can be defined into the following five buckets: Sovereign Debt, Supranational Sub-Sovereign Agency (SSA Debt), Real Return Bonds (RRBs), Corporate Credit and Asset-Backed Securities.

What is a Margin Account & Should You Use One?

What is a Margin Account & Should You Use One?

Margin accounts provide investors with the ability to borrow money from their broker to enhance their buying power.

Wealthsimple Trade Review – Zero Commission Trading in Canada

Wealthsimple Trade Review – Zero Commission Trading in Canada

The ultimate Wealthsimple Trade starter pack - covering features, fees, how to start investing, and more!

Management Expense Ratio (MER) Explained

Management Expense Ratio (MER) Explained

The Ultimate Guide to Mutual Fund Fees in Canada

Investing in GICs (Guaranteed Investment Certificates)

Investing in GICs (Guaranteed Investment Certificates)

What are GICs and how can they be included in your investment portfolio?

Hedged vs Unhedged ETFs: A Simple Guide

Hedged vs Unhedged ETFs: A Simple Guide

The main difference between a hedged and unhedged ETF is that a hedged ETF looks to mitigate for foreign exchange risk, while an unhedged ETF leaves investors exposed to currency fluctuations and risk.

Self-Directed TFSA: Build & Manage Your Own Investment Portfolio

Self-Directed TFSA: Build & Manage Your Own Investment Portfolio

This article covers the basics of Self-Directed TFSAs, the value it brings, potential pitfalls, and how to get started with an account of your own!

Index Fund vs Mutual Fund: Similarities and Differences

Index Fund vs Mutual Fund: Similarities and Differences

The Ultimate Comparison: Index ETFs vs Mutual Funds in Canada

5 Best S&P 500 ETFs for Canadians

5 Best S&P 500 ETFs for Canadians

Here are 5 of the best S&P 500 ETFs that Canadians can easily invest in.