Video: Creating a Basic Portfolio

This is how to start #investing using basic #ETFs to create a simple #portfolio. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/The Advanced Investing: Stock Analysis Course is at…

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Video: Investing Opportunities for 2024

I review some #investing opportunities and themes for investing in #2024, looking in detail at #semiconductors and #AI, the rise of #china #tech, #emergingmarkets and #renewableenergy. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Investing & Personal Finance Basics course is at…

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Video: Reaction Video: CBC's Canadian Big Banks Investigation

I go through the #CBC #Marketplace hidden camera #documentary on how Canadian #bigbanks are upselling you and misleading #consumers to meet sales quotas and make more money. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Investing & Personal Finance Basics course is at…

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Video: Investing Themes & When to Use Which

I define #investing #themes or #factors #strategy and indicate which theme to use in each of the phases of the #economiccycle. You can implement this using #ETFs. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Investing & Personal Finance Basics course is at…

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Video: Growth vs. Volatility Trade-off

In this video I’ll explore how #volatility and #returns are related, and you need to stomach volatility to get significant returns. Based on history, we’ll look at what you should #invest in going forward to get the best returns for the least volatility. I’ll then show a counterpoint, looking at a #low-volatility #ETF example of #ZLB. The #CanadianMoneyTalk channel concentrates on…

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Video: Should you include your home in your net worth?

I discuss whether your #primaryresidence #home should be considered part of your #networth as an #asset, or a #liability. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/The Advanced…

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Video: Podcast with Insurance Expert Part 2

Insurance expert Charee Villa and I discuss #termlifeinsurance, #mortgageinsurance, #mutualfunds, and #Segregatedfunds The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/The Advanced…

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Video: Podcast with Insurance Expert Part 1

Insurance expert Charee Villa and I discuss #goalsetting, #budget, #KYC, #ETFs and #termlifeinsurance. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/The Advanced Investing: Stock…

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Video: How I built my portfolio

The video looks at #assetallocation, as suggested by the #riskprofile, #timeframe and #return. I also share my own #portfolio classifications, and how I organize my portfolio. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Investing & Personal Finance Basics course is at…

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Video: Investment Type Comparisons

I compare different investment types like #stocks, #bonds, #realestate, #privateequity, #startup, #business, #gold, and #crypto #, from the point of view of #risk, #appreciation, #leverage, #liquidity, #control, #cashflow, #dividends, #taxes, and #inflation. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit:…

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Video: How much is enough to stop working?

I answer the question, and go through my personal history, of when you can #stopworking, achieve #FI or #FIRE, and what kind of a portfolio I would have with a super-long timeframe. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.Visit: http://www.canadianmoneytalk.caThe Advanced Investing: Stock Analysis Course is at…

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Video: The Time I Saw a Financial Advisor

I had a free #financialplan done by a #financialplanner from #wealthsimple. I hadn’t had one done for a while, and wanted to confirm the #RRSPmeltdown #strategy, as well as when to take the #CPP and #OAS. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Advanced Investing: Stock Analysis Course is at…

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Video: Investing in Emerging Markets

Investing in #emergingmarkets has some significant advantages, with #demographics and #technology based growth and #diversification being primary. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Advanced Investing: Stock Analysis Course is at…

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Zoom Seminar Recording: Basic Investing and Personal Finance Seminar - Part 3

The video is a Zoom call recording from January 23, 2024, presenting the information I compiled over a decade about #personalfinance and #investing. Topics for this session1: Recap of Parts 1 & 28: Insurance9: Financial Independence10: How to start Investing11: Other types of investments12: Financial Advisors & Other Information The #CanadianMoneyTalk channel concentrates on #Canadianinvesting…

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Zoom Seminar Recording: Basic Investing and Personal Finance Seminar – Part 2

The video is a Zoom call recording from January 18, 2024, presenting the information I compiled over a decade about #personalfinance and #investing. Topics for this session Recap of Part 1 Taxes Personal Finance The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Advanced Investing: Stock Analysis Course…

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Zoom Seminar Recording: Basic Investing and Personal Finance Seminar - Part 1

The video is a Zoom call recording from January 16, 2024, presenting the information I compiled over a decade about #personalfinance and #investing. Topics for this session1: Introduction, Seminar Goals & Contact Info2: Glossary & Building Blocks3: Risk and Volatility4: Asset Types, Starting Early & Low Fees5: Investing Strategies The #CanadianMoneyTalk channel concentrates on…

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Video: Thoughts and Themes for 2024

I discuss #themes for #2024 that can affect your #investments, and what I think will happen. This includes #InterestRates, #Inflation, #Technology, #RealEstate, #Bonds, #MiddleEast, #Oil, #China, #USElection and #USdomesticpolitics. The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada. Visit: http://www.canadianmoneytalk.caThe Advanced Investing:…

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