The Impact of March 2020 on Your Portfolio

One of the biggest developments in asset management over the last decade has been the tremendous growth of investment products in private equity, venture capital, real estate and infrastructure.

On today’s episode of The Rational Reminder, we once again cover a host of topics. We begin with Cameron sharing his thoughts on a book he recently finished, The Ride of a Lifetime, and some of the lessons he took away from it.

When I first watched Star Wars, I thought it would be impossible to improve on its perfection. What a blast it was! But that was before I became a huge fan of the Spaceballs spoof of the same. Likewise, as fond as we are of the original Canadian Portfolio Manager (CPM) model ETF portfolios, you may have noticed we’ve made some big changes lately. Most notably, there are now four CPM portfolio levels of complexity to choose from: Light, Ridiculous, Ludicrous, or Plaid.

The last ten years have seen so much said and done in the cryptocurrency space, and yet the future of bitcoin is still somewhat unclear. For Michael Sonnenshein however, bitcoin and the crypto market still offer the freedom and possibilities that have long been espoused as their greatest values.

Gold is often touted as a safe haven to protect you from inflation, market crashes, anarchy, and even the collapse of fiat currencies. It’s often cited as having a negative correlation with stocks and a positive correlation with inflation, making it sound like an excellent diversifying asset to hold in your portfolio.

Have you been to the grocery store, pharmacy, or your favorite shoe store lately? You may have noticed that the costs are higher than you remember. That’s inflation. When prices go up for basically the same product, it means your purchasing power is declining.

You’ll know how withdrawals from RESP’s technically work if you watched my last video, but you want to limit the amount of taxes and penalties when making withdrawals. That’s where today’s video comes into play.

Today, we’ll cover the same for global equity, global bond, and asset allocation ETFs. Or again, if you’d prefer, you can tune into the full-length podcast version here.

If you’ve been tracking my “No Dumb Questions” for a while, you may have noticed one of our recurring themes has been to debunk the usual “get rich quick” schemes by building on a larger question: How can you and your family build and maintain financial well-being?  

What’s your preference: podcasts or blog posts? Either way, we’ve got you covered in our most recent series on a subject that’s still foreign to many investors: foreign withholding taxes. If you’re a blog reader, just keep reading. Or, you’ll find the podcast version over here.