Back to research basics ! Keep these tools in mind as you look at new or existing investments !

For Saturday June 28 we look at research again as an important piece of DIY investing practice. Our goal is not to overwhelm investors, but to build a selection of tools that can be easily integrated into our investing activity.

We are about to complete 90 days since the tariff announcements of April and great to see our Thirty Minute Drill and investing approach support our balanced portfolio that is back at or above where we were at the start of the quarter.

So important to remain disciplined while making tweaks to a portfolio - not massive swings like moving to all cash or exiting markets for an extended period of time.

Our May 4, 2025 topic covers a lot of ground in light of the Trump tariff announcement on April 2, 2o25. A great reminder to stay diversified and make sure we stay invested with appropriate levels of risk tolerance.

This week we discuss the value of geographic investment diversification. We do hold a significant % in global funds, but our North American bias does show an overweight position. Time to look at some European and Asian ETFs to spread our ownership more globally.

Today we update our quarterly results and help listeners understand the value of our 30 Minute Drill. We see that despite the wild turbulence in the stock market, our big picture results are much better than the gloom and doom in the news media.

This week we share our experience playing blackjack and note behavioural similarities between bad blackjack players and short term investors.

As you establish yourself as a self directed investor, it is important to build a network of like minded investors. We all have pre-conceived notions on investing approach but we need to maintain an open mind set and look to others for ideas.

Today we explore some critical Macro Economic indicators that can affect our investments. We believe everyone should have some attention on unemployment levels, interest rates, inflation rates and historical stock market levels.

This week we look at ETF's as an excellent investment for gaining equity or bond exposure with less risk. We see the combination of ETF's, stocks and fixed investments as an excellent combination for the long term investor.

Today we stray a little from the usual broader topics to talk about the 4% Withdrawal Rule and how it may need some refining. This episode leans toward soon to retire audience, but also useful for others in their long term planning.