Episode #10 - Ryan Modesto, CEO of 5i Research Inc on Portfolio Construction
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In the tenth episode of the MoneySaver podcast we chat with Ryan Modesto, CFA and CEO of 5i Research Inc. We discuss what an investor should take into account when creating a portfolio including assessing risk tolerance, ability to accept risk, debt, ETFs, stocks, mutual funds, TFSAs, RRSPs and fees.
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Getting to know Ryan Modesto, CEO of 5i Research Inc.
Questions Asked:
2:42 How do you know when it’s time to start considering investing?
4:45 What about people who are young? Have a small savings and really don’t know what to do with it?
6:20 Do you think it’s harder for a young person to learn how to do ETFs?
7:28 Do you pay down debt before you begin investing?
9:43 What are some of the factors to take into account when setting up your portfolio?
15:10 It sounds like you need a lot of cash to investing properly in equities?
17:30 What should be your anchor investment?
19:24 What are some signals to watch out for to sell a stock?
23:35 Can you explain what the 60/40 split is?
24:32 Can you discuss the impact of fees on a portfolio?
30:55 Taking into account the RRSP, TFSA and Cash accounts, how you decide which investment goes into which of those accounts?
34:28 How does cannabis fit into a portfolio?
39:16 Have you ever invested in a similar stock as a flyer with a small amount of money because of the potential?
40:36 What are your three best tips for a successful investing career?
42:00 How do the first time investors asses their risk tolerance?
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