Financial Literacy Canada

Why Index Investing Is Powerful


Listen Later

Most people begin investing by asking, “What should I buy?”

But according to Dan Bortolotti, that’s the wrong place to start.

Dan - portfolio manager at PWL Capital, founder of Canadian Couch Potato, and author of Reboot Your Portfolio - joins Financial Literacy Canada to explain why beating the market shouldn’t be your goal… and why most people who try end up underperforming.

In this conversation, we also explore:

  • The evidence behind index investing
  • Why diversification across Canada, the U.S., and international markets matters
  • Why Canadians should own Canadian equities (despite Canada being only ~3% of the global market)
  • How index ETFs work
  • And how to decide whether you truly need a financial advisor

If you want to invest with less stress, fewer decisions, and more long-term confidence, this episode may help you develop a clearer roadmap.

...more
View all episodesView all episodes
Download on the App Store

Financial Literacy CanadaBy Max Shabalov