Apr 09 2024 42 mins 95
When it comes to managing our investment portfolios, there are definitely some mistakes that are easy to make, and ones that a lot of Canadian investors tend to do.
In this episode, we have Peter McMurtry on the show who is going to take us through what the common mistakes are that Canadian investors tend to do, as well as the best practices that he's noticed from his 30+ years in the investing industry.
One of the things Peter does is portfolio reviews for his clients, so I wanted to pick his brain on the common mistakes that he sees investors make when he reviews their portfolios so that you and I can be sure to avoid those mistakes in our own portfolio.
On the flip side, he’s also worked with clients that are successful investors, and after doing this for 30+ years, one begins to notice certain patterns about what the successful investors do, that the unsuccessful don’t. We go into these best practices that he’s noticed over the years from these successful investors, so that we can apply these lessons ourselves.
Enjoy the show, and you can get the show notes and resources over at BuildWealthCanada.ca
Wishing you all the best,
Kornel
