Complete 1-Year Portfolio Review and measuring our success. | How to Manage a Portfolio

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Intro – 0:00
Standards – 1:45
Comment From Audience – 7:14
Efficiency of OUR Portfolios – 8:47
Wins and Mistakes – 20:27
Bonds – 25:32
Last Thoughts/Outro – 31:20

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About Brandon Beavis:.

In 2013, Brandon officially began his industry studies. Throughout the years he has completed his CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Fundamentals), 90-day Investment Advisor Training Program, participated in the Manulife Professional Development Workshop in Oakville, ON, and went to numerous market workshops, conferences & occasions to help further his knowing.

At age 20, he ended up being a totally certified Financial investment Consultant, working for among Canada's largest Investment Brokers, Manulife Securities. For 4 years, he worked together with a highly experienced group at Beavis Wealth Management, concentrating on High-Net-Worth Investing. He's had the chance to work under his Daddy, a consultant of over 25 years, and has actually dealt hands-on with client portfolios, involving; analyzing, building, and handling multi-million-dollar client accounts.

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About Marc Beavis:.

Marc is a retired Portfolio Supervisor, having actually invested over 25 years in the investment market, handling multi-million-dollar portfolios and working with clients of any ages. He retired in 2021 and is a routine factor to this channel.

Following his initial licensing back in 1996, he completed a number of market courses, including the Derivatives Fundamentals and Options Licensing Course, Techniques, Wealth Management Basics, Investment Management Techniques, Fixed Earnings Investing, Hedge Fund Basics, Portfolio Theory, and of course, the Canadian Securities Course.

Marc previously served as a Director of the Canadian Association of Financial Planners (Now FP Canada) consisting of the roles of Vice President and Director of Ethics.

When working in the market, he held the Chartered Investment Manager (CIM) Designation as used by the Canadian Securities Institute. In addition, Marc was a Qualified Monetary Coordinator (CFP) professional, the industry gold requirement in monetary planning.

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23 Comments

  1. 📈📚🇨🇦 Join The Investing Academy Today – https://bit.ly/theinvestingacademy

    A complete review our our portfolio from scratch challenge. How did our portfolios perform over the past year, and especially now with the market crashes? Check this video out for a full review!

  2. Thank youso much for the transparency. I’m trying to do something similar so it’s great to learn from you guys.

  3. I had to allocate alot of my portfolio during these times. Everyone may want to look into shuffling things around during a market crash

  4. You guys did a great job to teaching new investors about the stock and market. Keep up the good work please.
    Thank you!

  5. Marc, glad you shared the interesting comment made. Tough audience sometimes. Eh! When one invests in stocks that give dividends, and take the passive income investing approach, then one can sleep better if there is a pull back. When there is a pull back it is a wonderful opportunity to buy more which increases the income base. Its a win win no matter what the price is, no matter if there is a market crash. I have been investing passively for decades. Every month I added more to it, and bought only dividend stocks. Early retirement by 45 yrs of age. Yes, I lived frugally but still traveled the world and Canada Still got in back country mountain remote hut ski trips with the Alpine Club of Canada, still lived life fully and gave back by charity donations and rescuing dogs (which the latter can be quite an expensive passion with vet bill and dog boarding.) Folks, it can be done.
    I wish more time would be spent on the advantages of passive income investing making sure to pay yourself first, which means pay a bit into your portfolios every month or every two months. As usual Marc, I look forward to your next video. You have a relaxing way of presenting. I like that💯👍🙏🇨🇦 Glad you will not be taking a break as well though😉😀

    1. Thanks, as always, and thanks for sharing your story… yes, living proof that it does work! – Marc

    2. @Brandon Beavis Investing Right on! Keep up the wonderful work Marc. You are a ⭐

  6. Feel a little bit better after watching. Don’t worry about naysayers, everybody has 20/20 hindsight.

  7. Got to the end of your presentation where you asked for some input. Having more examples of stocks that have a long history of paying dividends and that are diversified either in their own sector or not would be awesome! I have been looking at websites of ETF’s and split corps as well. There is so much to buy from and that give peace of mind and that are not expensive either. And when a market crash happens less mental health strain if one has dividend paying stocks that are “solid” because it just means the pull back price is an opportunity to buy more. When one buys more you increase your income, and dividend! Remember, if you are not making money while you sleep, you will work until you die! Diversification is “Queen.” I know because I have lived it and all the dividends over the decades, watching the income increase year after year, patiently, is paying off. I wish more people would realize that investing is easier than one thinks. Get those dividend stocks in your portfolio folks. You will not regret it…and pay yourself first which means regularly put money into your portfolio and wait for buying when the stock pulls back. Thanks Marc for your⭐ professional presentation💯….once again. 📈📉🙏🇨🇦

  8. I absolutely love your watching videos. Such an important point was highlighted regarding staying away from temptation and getting into FOMO. This video helped to benchmark your portfolio with mine and glad to find my approach and mind setup towards investing are in the correct direction.
    Wishing you a very Happy birthday in advance 🙂
    My name is Aditya and I’m from London, ON

    1. Hi Aditya. Thanks for watching and for leaving your comment… much appreciated! – Marc

  9. Well done gents. The even keel and rational process you follow is what pays off over the long term. I’m glad to see this channel gets positive support.

  10. Interesting portfolio that you built out. I think it will perform not so well in the coming recession.

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