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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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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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25 января 2022 г. 22:00:18
00:11:58
Яндекс.Метрика