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.
Is Wealthfront Available in Canada?

Is Wealthfront Available in 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.

Stocks vs Bonds: What’s the Difference?

Stocks vs Bonds: What’s the Difference?

The main difference between bonds and stocks is that bonds represent debt obligations while stocks are tied to ownership of an entity.

Is Beanstox Available in Canada?

Is Beanstox Available in Canada?

While Beanstox is not accessible to Canadians, there are a number of options that allow investors to create diversified portfolios with a similar cost structure.

How to Invest in Silver in Canada

How to Invest in Silver in Canada

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.

How to Invest in Gold in Canada

How to Invest in Gold in Canada

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.

How to Invest in Commodities in Canada

How to Invest in Commodities in Canada

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.

How to Start Investing in Canada: A Simple Guide

How to Start Investing in Canada: A Simple Guide

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: What’s the Difference?

Segregated Funds vs Mutual Funds: What’s the Difference?

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 Should You Buy When Investing in Stocks?

How Many Shares Should You Buy When Investing in Stocks?

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

Types of Stock Orders: Market, Limit and Stop Orders

Types of Stock Orders: Market, Limit and Stop Orders

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.

Stock Options vs RSUs: What’s the Difference?

Stock Options vs RSUs: What’s the Difference?

Stock Options vs RSUs: What To Choose

What are Canada Savings Bonds?

What are Canada Savings Bonds?

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.

Best Options Trading Platforms in Canada (2022)

Best Options Trading Platforms in Canada (2022)

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.

How to Trade Options in Canada: 4 Steps to Get Started

How to Trade Options in Canada: 4 Steps to Get Started

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

What are Stock Options and How Do They Work?

What are Stock Options and 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 and How Does It Work?

What is Value Investing and How Does It Work?

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 (DCA) Explained with Examples for Canadians

Dollar Cost Averaging (DCA) Explained with Examples for Canadians

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? Environmental, Social and Governance Investing Explained

What is ESG Investing? Environmental, Social and Governance Investing Explained

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? Shorting a Stock Explained

What is Short Selling? Shorting a Stock Explained

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 Buy Stocks in Canada: Start Investing

How to Buy Stocks in Canada: Start Investing

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 Types of Bonds Explained

5 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.

Understanding Margin Accounts in Canada

Understanding Margin Accounts in Canada

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!

What is a Management Expense Ratio MER?

What is a Management Expense Ratio MER?

The Ultimate Guide to Mutual Fund Fees in Canada

What is a GIC in Canada? Guaranteed Investment Certificates

What is a GIC in Canada? Guaranteed Investment Certificates

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

Hedged vs Unhedged ETF in Canada: Which To Choose?

Hedged vs Unhedged ETF in Canada: Which To Choose?

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.

What is a Self-Directed TFSA and How It Works

What is a Self-Directed TFSA and How It Works

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 Funds vs Mutual Funds: What’s the Difference?

Index Funds vs Mutual Funds: What’s the Difference?

The Ultimate Comparison: Index ETFs vs Mutual Funds in Canada

5 Best S&P 500 ETFs for Canadians (2022)

5 Best S&P 500 ETFs for Canadians (2022)

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