I hope this video gets a ton of view Marc... All 5 tips were spot on IMHO. I especially appreciated getting a little peak into some of your stock holdings in the earlier part of the video. Thanks as always for sharing your expertise.
Thanks, Scott. Always enjoy hearing from you. In fact, if you have a few minutes, please connect with me at marc@theinvestingacademy.ca. Brandon and I would love to establish a direct line! Thanks.
nice video marc, it is to the point. i just push back on the diversification point. personnally i think a bit in a binary fashion: if you have the temperament to run a portfolio of individual companies, if you can stomach volatility and do proper due diligence, there is no need for too much diversification. investing is a humbling affair, just make sure mistakes don't kill your investing journey, and things will be ok. keep learning, you can add that to the list!
As I manage a number of portfolios for family and friends on a DIY basis, this is a godsend, Marc. I'd suggest you consider creating a few more videos on this topic, exploring such things as portfolio design, behavioural factors and the DIY investor's psychology, what role research might have in the DIY investor's strategy, how DIY investors might best shift to asset drawdown as they approach retirement, e.g., RRIF meltdown, tax optimization for the DIY investor, when to consult with a fee-based advisor, etc. Thanks for helping the growing number of us who, albeit amateurs, have taken on this work. I could see a series on DIY on your channel, given that many of your viewers invest for themselves via discount brokerages.
Thanks so much for your detailed comment. Actually, I plan to do exactly that. For various reasons Brandon and I have been unable to post as much content as we would have liked to, but you can expect more of this type of educational material coming out in the coming weeks and months. Again, thanks for your support.
Awesome. Nice to meet you as well, and I hope you had a great night! I think the event went very well, and for us, it was so nice to meet people like yourself and others who follow our content! Maybe see you next year as well! Cheers.
@@beaviswealth Impressive returns especially with your Microsoft holding! But of course this is your career.. I’m just getting into the markets! Thanks Marc :)
Listened to this again… there are a few things I could do, like organize my holdings by catagory… the HDIF hyld type things will be a bit time consuming. I kinda play it by ear “ hmm, that looks like enough oil!” I don’t own apple etc… except I do, in ETFs… but how much? Speaking of apple, I remember considering it when IPods came out… seemed like the beginning of something big for them. But it was … too expensive… insert sad face here.
I am 69. DIY for over 30 years and reasonably successful. But I have no idea what my 'investment horizon' is. How can I figure out whether I got 10 minutes or 30 years ahead of me ?
Good video with a lot of information. I want to challenge your thought on when the markets are crashing and say that it can be the perfect time to evaluate and mess with your portfolio because its the true test on how a person feels about their holdings. Most people can make money during a bull market but during a crash that is a different story.
Challenge Accepted! 😊 I'm on the road right now but will re-listen to exactly what I said and will follow up. Did I actually say that the best time to evaluate your risk tolerance was when the markets are crashing? I know I tried to say exact opposite of that, but perhaps I misspoke. Like I say, I'm only on here for a few minutes today, but will look at that again. Thanks, and stay tuned.
@@beaviswealth From my understanding to me it sounded like you said it wasn't the best time to do it when the market is crashing. I could have misunderstood and my being corrected on it is learning something for me. :)
I hope this video gets a ton of view Marc... All 5 tips were spot on IMHO. I especially appreciated getting a little peak into some of your stock holdings in the earlier part of the video. Thanks as always for sharing your expertise.
Thanks, Scott. Always enjoy hearing from you. In fact, if you have a few minutes, please connect with me at marc@theinvestingacademy.ca. Brandon and I would love to establish a direct line! Thanks.
Great service to provide good common sense basics for investing! Thank you again for another informative video!
Glad it was helpful. Thanks for watching and taking the time to comment.
nice video marc, it is to the point. i just push back on the diversification point. personnally i think a bit in a binary fashion: if you have the temperament to run a portfolio of individual companies, if you can stomach volatility and do proper due diligence, there is no need for too much diversification. investing is a humbling affair, just make sure mistakes don't kill your investing journey, and things will be ok. keep learning, you can add that to the list!
As I manage a number of portfolios for family and friends on a DIY basis, this is a godsend, Marc. I'd suggest you consider creating a few more videos on this topic, exploring such things as portfolio design, behavioural factors and the DIY investor's psychology, what role research might have in the DIY investor's strategy, how DIY investors might best shift to asset drawdown as they approach retirement, e.g., RRIF meltdown, tax optimization for the DIY investor, when to consult with a fee-based advisor, etc. Thanks for helping the growing number of us who, albeit amateurs, have taken on this work. I could see a series on DIY on your channel, given that many of your viewers invest for themselves via discount brokerages.
I’m in the same boat and enjoy these videos.
Thanks so much for your detailed comment. Actually, I plan to do exactly that. For various reasons Brandon and I have been unable to post as much content as we would have liked to, but you can expect more of this type of educational material coming out in the coming weeks and months. Again, thanks for your support.
thanks, 5 years 44 % up.
thanks for the video Marc. good basics to investments. i agree with all your key-points!!
Thanks! Always appreciate your support. Hope you're well.
Thanks Marc! Was great to meet you in person at the blossom social event!
Forgot to ask what is your blossom user name so I can follow you to see your trades?
Awesome. Nice to meet you as well, and I hope you had a great night! I think the event went very well, and for us, it was so nice to meet people like yourself and others who follow our content! Maybe see you next year as well! Cheers.
Oh... it's MarcB. See you there!
@@beaviswealth
Impressive returns especially with your Microsoft holding! But of course this is your career.. I’m just getting into the markets! Thanks Marc :)
Very useful and helpful info especially for those of us less experienced and newer investors. Thank you!
My pleasure. Thanks for watching.
Soo helpful, thank you marc!! Empowering & inspiring 👍👍👍
Glad you enjoyed it! Thanks for watching.
Great video Marc, dropping some truth bombs today, thanks for sharing your knowledge!
Thanks. Appreciate your comment! Cheers.
Listened to this again… there are a few things I could do, like organize my holdings by catagory… the HDIF hyld type things will be a bit time consuming. I kinda play it by ear “ hmm, that looks like enough oil!” I don’t own apple etc… except I do, in ETFs… but how much? Speaking of apple, I remember considering it when IPods came out… seemed like the beginning of something big for them. But it was … too expensive… insert sad face here.
I'm gonna claim 'first' because that other one looks like spam! 🙃 I apologise to Antony if it is not!
100% "anthony" is a bot. there is a 0% chance he's making 130k every 4 weeks.
Gold medal goes to you, Robert. The other 'comment' was a bot, yes, and it's been relegated to the trash heap. First Place it is! 🥇
Analysis paralysis! As a consulting scientist, that’s my issue😅. I get lost in the ratios and numbers.
Easy to do, right? Especially today, when there is literally no end to the information.
What are your thoughts that stock pickers/fund managers are not able to beat the total market/S&P500 in the long term
I am 69. DIY for over 30 years and reasonably successful. But I have no idea what my 'investment horizon' is. How can I figure out whether I got 10 minutes or 30 years ahead of me ?
Good video with a lot of information.
I want to challenge your thought on when the markets are crashing and say that it can be the perfect time to evaluate and mess with your portfolio because its the true test on how a person feels about their holdings. Most people can make money during a bull market but during a crash that is a different story.
Challenge Accepted! 😊 I'm on the road right now but will re-listen to exactly what I said and will follow up. Did I actually say that the best time to evaluate your risk tolerance was when the markets are crashing? I know I tried to say exact opposite of that, but perhaps I misspoke. Like I say, I'm only on here for a few minutes today, but will look at that again. Thanks, and stay tuned.
@@beaviswealth From my understanding to me it sounded like you said it wasn't the best time to do it when the market is crashing. I could have misunderstood and my being corrected on it is learning something for me. :)
invest and forget + 2 blue chip stocks that is my strategy, so I get about 6-7 % without big stress :D
Whatever works! Sounds pretty streamlined. Cheers.