
Portfolio Rules, Hedging Strategies, and Leveraging a Weak Loonie
The Canadian Investor
Concentrated Investing Strategies
This chapter explores the benefits and risks of reducing portfolio holdings to create a more concentrated investment strategy. The speakers share insights on the importance of conviction in stock selection, the challenges of managing a large portfolio, and address listener questions regarding high yield dividend ETFs in economic downturns.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.