Why I'm Investing 100% In Equities (No Bonds) - Changing Wealthsimple Portfolio To An 11 Risk Level
After having my Wealthsimple Invest robo advisor portfolio for one full year, I realized something - my portfolio is very diversified. I have a portion of my money in the US market, the Canadian market, Global markets and Emerging markets - and because of this, my risk is reduced compared to being all in on one market. So I decided to up my risk level to an 11/10 (yes, you saw that right), and have an 100% equities portfolio. In other words, I had my robo advisor sell off my 10% fixed income, bonds, gold, etc and am 100% invested in stocks, instead. In this video, I'll talk about why and the process of making the change (because you can't do it yourself online!).
0:00 Wealthsimple Invest Portfolio
0:26 What does my investment portfolio look like?
1:37 What does it mean to invest in broad market funds?
2:11 What does it mean to diversify your portfolio?
3:08 How does risk level work? Equities vs bonds
4:19 What is my portfolio risk level right now?
4:49 How should you pick your risk level?
6:09 What's the impact of having an 100% equities portfolio?
9:00 What's the process of changing my risk level to an 11/10?
9:55 What does my portfolio look like now?
11:16 Wrap Up
Why Hold Bonds At All? Article ▸ https://www.wealthsimple.com/en-ca/learn/why-hold-bonds-at-all?gclid=Cj0KCQiAubmPBhCyARIsAJWNpiMONWRoNWDkpIeKBS6SdTV9t81IW7dSZVY5aWHv7wFkfrGEYema4I0aAhKmEALw_wcB
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➡️ Wealthsimple Invest - Our Robo-Advisor Investment Platform ($25 bonus) - https://wealthsimple.sjv.io/vnkndW
➡️ Wealthsimple Trade - Our Favourite Stock Trading Platform ($25 bonus) - https://wealthsimple.sjv.io/yRARNB
➡️ Neo Financial - Our Cash Back Credit Card - https://join.neo.cc/stephandden
➡️ Questrade - Low Fee Investment Platform Canada ($50 in commission free trades) - https://questrade.sjv.io/AWa9jo
➡️ Borrowell - Free Credit Score Check - https://api.fintelconnect.com/t/l/612d3fe6cb45d3001d5ece04
Follow Us 📸
▸ Website - stephandden.com
▸ Instagram - @stephandden
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▸ Lens - Sigma 16mm - https://amzn.to/2vslvCV
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Subscribe to find more content like this every Tuesday and Friday at 3:00pm EST! 🔔
This description contains affiliate links that support the channel at no cost to you. Steph & Den are Amazon Associates and we earn from qualifying purchases.
Disclaimer - This content is for education and entertainment purposes only. Steph & Den do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
Видео Why I'm Investing 100% In Equities (No Bonds) - Changing Wealthsimple Portfolio To An 11 Risk Level канала Steph & Den
0:00 Wealthsimple Invest Portfolio
0:26 What does my investment portfolio look like?
1:37 What does it mean to invest in broad market funds?
2:11 What does it mean to diversify your portfolio?
3:08 How does risk level work? Equities vs bonds
4:19 What is my portfolio risk level right now?
4:49 How should you pick your risk level?
6:09 What's the impact of having an 100% equities portfolio?
9:00 What's the process of changing my risk level to an 11/10?
9:55 What does my portfolio look like now?
11:16 Wrap Up
Why Hold Bonds At All? Article ▸ https://www.wealthsimple.com/en-ca/learn/why-hold-bonds-at-all?gclid=Cj0KCQiAubmPBhCyARIsAJWNpiMONWRoNWDkpIeKBS6SdTV9t81IW7dSZVY5aWHv7wFkfrGEYema4I0aAhKmEALw_wcB
Fav Money Platforms 💰
➡️ Simplii Financial - Our No Fee Checking Account (up to $400 bonus) - https://api.fintelconnect.com/t/l/65ad4fc7581176001cb7f1b2
➡️ EQ Bank - Our High Interest Savings Account - https://click.linksynergy.com/fs-bin/click?id=Xoa5MXyunCM&offerid=1115263.22&bids=1115263.22&type=3&subid=0
➡️ Wealthsimple Invest - Our Robo-Advisor Investment Platform ($25 bonus) - https://wealthsimple.sjv.io/vnkndW
➡️ Wealthsimple Trade - Our Favourite Stock Trading Platform ($25 bonus) - https://wealthsimple.sjv.io/yRARNB
➡️ Neo Financial - Our Cash Back Credit Card - https://join.neo.cc/stephandden
➡️ Questrade - Low Fee Investment Platform Canada ($50 in commission free trades) - https://questrade.sjv.io/AWa9jo
➡️ Borrowell - Free Credit Score Check - https://api.fintelconnect.com/t/l/612d3fe6cb45d3001d5ece04
Follow Us 📸
▸ Website - stephandden.com
▸ Instagram - @stephandden
▸ TikTok - @steph.and.den
Camera Gear 🎥
▸ Camera - Sony A6400 - https://amzn.to/2vsmDqc
▸ Lens - Sigma 16mm - https://amzn.to/2vslvCV
▸ Microphones - https://amzn.to/2tSa3jQ
▸ Tripod - https://amzn.to/37EAibU
▸ Small Tripod - https://amzn.to/2S3dWul
▸ External Hard Drive - https://amzn.to/3mQzMlP
▸ Our Music - https://www.epidemicsound.com/referral/sd5lrl/
Subscribe to find more content like this every Tuesday and Friday at 3:00pm EST! 🔔
This description contains affiliate links that support the channel at no cost to you. Steph & Den are Amazon Associates and we earn from qualifying purchases.
Disclaimer - This content is for education and entertainment purposes only. Steph & Den do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
Видео Why I'm Investing 100% In Equities (No Bonds) - Changing Wealthsimple Portfolio To An 11 Risk Level канала Steph & Den
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