In this episode we will be covering portfolio management, including an overview of portfolio planning, portfolio execution, and portfolio maintenance. Much of the episode will focus on asset allocation. This topic builds on what we covered in our last episode. Asset allocation is the mix of investments that you hold. When designing a portfolio for| The Money Scope Podcast
In the last episode, we covered the types of accounts that we can hold investments in Canada. Each account has specific features and rules that dictate how they should be used. Most of the account types - called registered accounts - also have limited contribution room. The one account type that is unconstrained by contribution| The Money Scope Podcast