personal portfolio strategies – money4retirement.ca

My 2021 annual portfolio review has been posted

It was a decent year for a conservative investor. My portfolio returned 8.9% with an average of less than 50% in equities. This conservative stance =>Read more...

There is a lot of ‘noise’ in any market, but it really comes down to two things: corporate earnings and interest rates. -Peter Hodson, 5i Research

The market has a mind of its own, and what it’s principally concerned with is earnings and interest rates. In the long run, it’s just earnings. -Eddy Elfenbein, Crossing Wall Street

Investing is about trade-offs, but things like rebalancing, diversifying, trying to buy where there is value and paying attention to taxes and withdrawal strategies are timeless methods that investors should be thinking about all the time and not just when the market is at all-time highs. -Justin J. Carbonneau, VP Validea & Partner Validea Capital Management