Category: Portfolio Management Foundations
-
Welcome to the supplemental episode to the main episode about taxable investing in Canada. In this episode, we explore some common issues that investors can run into when they are investing in a taxable investment account. Taxable investing has no limits on contributions, so it’s possible to accumulate a lot of taxable wealth, but it’s…
Read more
-
In the last episode, we covered the types of accounts that we can hold investments in Canada. Each account has specific features and rules that dictate how they should be used. Most of the account types – called registered accounts – also have limited contribution room. The one account type that is unconstrained by contribution…
Read more
-
Welcome to the supplemental episode to the main episode about Canadian investment account types. In this episode, we explore some of dilemmas that people face in deciding which accounts to use for investing. Accounts are basically just containers to hold investments. Like rooms in the house that is your portfolio. How do you choose which…
Read more
-
In the last episode, we discussed different investments that you can buy. Like stocks, bonds, or funds that bundle those together. You hold those investment products inside containers called accounts. This week, we start exploring the different investment accounts that you can use to hold those investments in. We will home in on an alphabet…
Read more
-
In the main episode, we covered asset allocation over the lifecycle with considerations for financial and behavioral risk. These cases walk through the hypothetical experiences of two investors to highlight how real life and real money interacts with asset allocation decisions. The idea is that you will consider how the situations apply to you. It…
Read more
-
In this episode we will be covering portfolio management, including an overview of portfolio planning, portfolio execution, and portfolio maintenance. Much of the episode will focus on asset allocation. This topic builds on what we covered in our last episode. Asset allocation is the mix of investments that you hold. When designing a portfolio for…
Read more
