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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.

 

  • Download as an MP3 by right-clicking here and choosing “save link as” or “save as”.

 

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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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