How to protect your portfolio

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In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any changes to your portfolio.


00:00 Introduction: Politics and Your Portfolio
00:23 Seven Ways to Manage Investment Risk
00:53 Diversification: Don't Put All Your Eggs in One Basket
02:13 Rules-Based Portfolio Implementation
05:26 The Role of Bonds in Your Portfolio
06:09 Cash Wedge Strategy
08:11 Exploring Annuities
09:55 Deferring Your CPP for Better Returns
11:06 Using Options for Portfolio Insurance
12:17 Conclusion and Final Thoughts

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The contents of this video do not constitute an offer or solicitation for residents in any other jurisdiction where either Evan Neufeld and/or Sterling Mutuals is not registered or permitted to conduct business. The opinions expressed are those of the authors and do not necessarily reflect the views or opinions of Sterling Mutuals Inc. Mutual funds and ETFs provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance may not be repeated.