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:
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.
