Send us Fan Mail On this episode, Evan and Sam discuss why building a "better" investment portfolio requires looking beyond past performance to factors like diversification, fees, and turnoverā€”challenging the oversimplified belief that higher returns automatically mean a better portfolio. Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026 šŸ“Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,&n...

The Canadian Money Roadmap

Evan Neufeld, CFPĀ®

How to Build a Better Investment Portfolio (Evidence-Based Investing)

MAR 4, 202629 MIN
The Canadian Money Roadmap

How to Build a Better Investment Portfolio (Evidence-Based Investing)

MAR 4, 202629 MIN

Description

Send us Fan MailOn this episode, Evan and Sam discuss why building a "better" investment portfolio requires looking beyond past performance to factors like diversification, fees, and turnoverā€”challenging the oversimplified belief that higher returns automatically mean a better portfolio.Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026šŸ“Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,Ā  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.šŸŒ³ Connect with Evan and Cedar Point Wealth | Services and Pricing