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Why Every Investor Needs an Investment Policy

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Manage episode 478185099 series 2983546
Content provided by Braden Dennis and Simon Belanger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Braden Dennis and Simon Belanger or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode, we break down why every investor—no matter their experience level—should have an Investment Policy Statement . We walk through the key components you need to include, from setting clear investment goals and understanding your risk tolerance to creating a contribution plan and rebalancing rules that work for you.

Braden also shares a personal story inspired by Charlie Munger’s wisdom on spending money meaningfully and learning when to say yes to experiences.

Plus, we touch on why fewer companies are going public and how cash-secured puts can be a useful strategy when markets are volatile.

Check out our portfolio by going to Jointci.com

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor

Spotify - The Canadian Real Estate Investor

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

See omnystudio.com/listener for privacy information.

  continue reading

492 episodes

Artwork
iconShare
 
Manage episode 478185099 series 2983546
Content provided by Braden Dennis and Simon Belanger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Braden Dennis and Simon Belanger or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode, we break down why every investor—no matter their experience level—should have an Investment Policy Statement . We walk through the key components you need to include, from setting clear investment goals and understanding your risk tolerance to creating a contribution plan and rebalancing rules that work for you.

Braden also shares a personal story inspired by Charlie Munger’s wisdom on spending money meaningfully and learning when to say yes to experiences.

Plus, we touch on why fewer companies are going public and how cash-secured puts can be a useful strategy when markets are volatile.

Check out our portfolio by going to Jointci.com

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor

Spotify - The Canadian Real Estate Investor

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

See omnystudio.com/listener for privacy information.

  continue reading

492 episodes

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