Why Every Investor Needs an Investment Policy
The Canadian Investor · Braden Dennis & Simon Belanger
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Show Notes
In this episode, we break down why every investor—no matter their experience level—should have an Investment Policy Statement . We walk through the key components you need to include, from setting clear investment goals and understanding your risk tolerance to creating a contribution plan and rebalancing rules that work for you.
Braden also shares a personal story inspired by Charlie Munger’s wisdom on spending money meaningfully and learning when to say yes to experiences.
Plus, we touch on why fewer companies are going public and how cash-secured puts can be a useful strategy when markets are volatile.
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