Art Of Boring
Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:24:48
- More information
Informações:
Synopsis
Main themes impacting the portfolio and the benefits of systematically tracking investment decisions. Highlights: Valuation considerations in a higher rate environment How (and why) we’ve started systematically tracking and analyzing our investment decisions Portfolio adjustments—adding AltaGas, exiting Enbridge and Agnico Eagle Quick dive into Dollarama’s business model and some of the stock drivers
