On this episode, Evan and Sam discuss why building a "better" investment portfolio requires looking beyond past performance to factors like diversification, fees, and turnover—challenging the oversimplified belief that higher returns automatically mean a better portfolio. šŸ“Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to impro...

The Canadian Money Roadmap

Evan Neufeld, CFPĀ®

Building a "better" Portfolio

MAR 4, 202629 MIN
The Canadian Money Roadmap

Building a "better" Portfolio

MAR 4, 202629 MIN

Description

On this episode, Evan and Sam discuss why building a "better" investment portfolio requires looking beyond past performance to factors like diversification, fees, and turnover—challenging the oversimplified belief that higher returns automatically mean a better portfolio.šŸ“Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances. 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing