The Canadian Money Roadmap Your investing strategy is late to the party
Oct 22, 2025
Discover why chasing last year's top stocks can leave your strategy behind. Learn how valuations impact future returns and why following market fads may not pay off. Explore the difficulties of investing in AI and chip makers as trends may already be priced in. Understand why only a few stocks drive most market gains, emphasizing diversification for long-term success. Finally, find out how to maintain humility and low costs in your investment approach.
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Past Returns Don't Predict Future Gains
- You cannot buy yesterday's returns; past top performers rarely guarantee future gains.
- Focus on positioning for tomorrow's returns across decades, not chasing recent winners.
Valuations Drive Future Returns
- Valuations matter because prices reflect expected future profits and growth.
- Expensive stocks already price in growth, making future outperformance harder.
Humble Admission About Beating The Market
- Evan admits he isn't faster or smarter than the market and urges listeners not to assume they have a unique idea.
- He warns that seeing an idea everywhere means everyone has already thought of it and priced it in.