Portfolio Rules, Hedging Strategies, and Leveraging a Weak Loonie

Jan 9, 2025

Listeners are treated to insights on portfolio allocation, emphasizing the importance of tailoring strategies to fit personal goals and risk tolerance. The conversation delves into the complexities of the Canadian dollar, the benefits of hedged versus unhedged ETFs, and the challenges of managing a concentrated investment approach. There's a critical examination of the passive income trend and the risk of prioritizing immediate income over long-term growth. The hosts also explore various investment strategies, including income generation and inflation impacts, encouraging active portfolio evaluation.

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Intro

00:00 • 2min

Navigating Canadian Dollar and Investment Strategies

01:44 • 10min

Navigating Currency and ETFs for Canadian Investors

12:01 • 16min

Concentrated Investing Strategies

27:37 • 7min

Navigating the Passive Income Trend

34:09 • 6min

The Trade-Off Between Immediate Income and Long-Term Growth

40:35 • 2min

Investment Strategies: Navigating Income and Returns

43:00 • 20min