Today on the ThinkSmart Podcast, Senior Financial Advisors Rob McClelland and Mike Connon discuss the many ways you can unintentionally lose money on your investments. It's astonishing to realize that just a few of these seemingly minor mistakes can be extremely costly to your portfolio.
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Why Your Investment Portfolio is Always Underperforming
September 28th
Thornhill Golf and Country Club
7994 Yonge Street, Thornhill, ON L4J 1W3
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Speakers begin at 6:30 pm
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(01:19): Those small mistakes can be costly.
(04:06): Active or passive strategy?
(05:09): What do returns look like for the most common Canadian portfolio mixes?
(06:23): What about GICs?
(06:31): Why rebalance a portfolio?
(06:47): What’s the cost of not rebalancing?
(08:02): Moving to a conservative portfolio.
(08:44): Continuous savings plans are essential.
(09:25): Don’t get caught up with insider information.
(13:14): What you pay in fees matters.
(15:03): Trying to time when you enter the market never works.
(15:52): Moving to cash out of fear.