Скачать или смотреть Portfolio Update October 2023

A replay of the October 12, 2023, Luft Financial Portfolio Update webinar.

This information has been prepared by Robert Luft, Senior Portfolio Manager, Elvis Picardo, Senior Portfolio Manager, Aaron Arnold, Associate Portfolio Manager, and Vincent Zeng, Associate Investment Advisor for iA Private Wealth, and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this video comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. An Investment Advisor/Portfolio Manager can open accounts only in the provinces in which they are registered. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

Featured in the video:
Robert Luft CFP®, CIM®
Senior Portfolio Manager
Luft Financial, iA Private Wealth,
Founder, Luft Financial
*Insurance Advisor, Luft Financial Inc.

Elvis Picardo CFA®, CIM®
Senior Portfolio Manager
Luft Financial, iA Private Wealth
Partner, Luft Financial

Aaron Arnold BA, CIM®
Associate Portfolio Manager
Luft Financial, iA Private Wealth
Partner, Luft Financial

Vincent Zeng B.Sc, MSc
Associate Investment Advisor
Luft Financial, iA Private Wealth

0:00 - Opening
0:06 - Introduction
2:03 - Portfolio Growth
6:23 - Diversification Wheel
11:06 - Portfolio Return Expectations
13:37 - Benchmark
15:43 - Portfolio Downside
18:15 - Case Against (All) Cash
23:39 - Why Bonds May Be Better
26:41 - "Duration" Makes the Difference
28:48 - Duration Example
33:03 - Different Holdings
34:49 - Balanced Growth Models
37:58 - Selecting Securities
40:27 - Selecting Stocks
45:16 - Additional Points
49:56 - Rebalance Refresher
51:53 - Question & Answer Period
1:35:35 - Closing Remarks