Dan Bortolotti

Dan Bortolotti, Associate Portfolio Manager at PWL Capital, discusses DIY investing simplicity, asset allocation, index funds, fees, taxes, and performance insights. He shares his surprising advisor journey, evolution of index investing in Canada, and benefits of using asset allocation ETFs. The conversation also covers financial blogging evolution, transitioning to a family advisor, and the dedication and talent required for success.

Dan Bortolotti, a Portfolio Manager at PWL Capital and author of 'Reboot Your Portfolio', shares his insights on index investing and ETFs. He discusses why most active managers struggle to outperform the market and highlights the benefits of passive investing. The conversation covers essential topics like asset allocation, the importance of a solid financial plan, and tips for DIY investors. Bortolotti also explores the intricacies of all-in-one ETFs versus individual sector options, offering practical advice for smarter investing.

In this discussion, Håkon Kavli, CIO of Reitan Kapital, reveals insights into managing wealth for one of Norway's foremost families, emphasizing evidence-based investing. He explores portfolio optimization challenges and introduces unique asset classes like catastrophe bonds. The conversation also highlights a forthcoming investing conference in Norway. Joining him is Dan Bortolotti, who critiques the risks of concentrated tech investments, advocating for global diversification using the VEQT ETF as an example. Expect engaging advice for both newbies and seasoned investors!