LEARN from this Beta Opportunity | Investing for Canadians

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Intro – 0:00
Growth vs Dull – 1:35
Beta – 3:44
Chart Comparison – 4:45
Passiv – 8:27
Ark Innovation Performance – 10:00
Chart Comparison Cont. – 11:10
Secret Lesson – 12:30
Outro – 15:05


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About Brandon Beavis:.

In 2013, Brandon formally started his market studies. Throughout the years he has finished his CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Essentials), 90-day Financial Investment Advisor Training Program, went to the Manulife Expert Development Workshop in Oakville, ON, and attended numerous industry seminars, conferences & events to help further his knowing.

At age 20, he ended up being a completely licensed Financial investment Advisor, working for one of Canada's biggest Financial investment Brokers, Manulife Securities. For 4 years, he worked along with a highly experienced team 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, including; analyzing, structure, and handling multi-million-dollar customer accounts.


About Marc Beavis:.

Marc is a retired Portfolio Manager, having actually spent over 25 years in the investment industry, handling multi-million-dollar portfolios and dealing with clients of all ages. He retired in 2021 and is a routine factor to this channel.

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

When working in the industry, he held the Chartered Investment Manager (CIM) Designation as used by the Canadian Securities Institute. In addition, Marc was a Qualified Financial Planner (CFP) practitioner, the industry gold standard in financial planning.

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  1. Moral of the story is campbell soup is the future. As Tech stocks go up campbell soup goes up😁😂

  2. Those boring companies will still be around in 50 years and still likely be making money. The high beta stocks are not guaranteed to be around. It is absolutely smart to have a balanced portfolio.

  3. Great videos as always! its on this times I wish I add more on my boring stocks. Now averaging down the big tech as its getting discounted. Maybe a good another video could be…. on times when we can see discounts how much weight we should add to this positions we are averaging down as they are falling?

    1. Thanks for your comment, and for the video idea. Sounds like you’re on the right path with your portfolio management. – Marc

  4. Thanks for this video! A nice calm pause in the recent mayhem. Where do higher dividend stocks fit into your equity spectrum? Banks (BNS.to Beta .83), Enbridge (Beta .94), Pembina (Beta 1.73)… The Betas for these stocks vary. The Beta for Pembina is high but I wouldn’t call it a growth stock… Hmmmm What do you think? I guess I am wondering how important higher dividend stocks are to a balanced portfolio? Thanks!

    1. Good question! For my personal holdings I have stocks with a current beta as high as 1.49 at the top end, to .34 at the bottom. I hope the video didn’t suggest only low beta… I believe a mix is important, as long as the investor understands how to assess and ensure the portfolio maintains a proper balance. Thanks for your question, and of course for watching. – Marc

    2. @Brandon Beavis Investing Hey Marc! You emphasized the importance of balance! Thanks for the Beta range of your portfolio!

  5. Thanks Marc! Really helps. DCA’ing into indexes should be good enough for most people… Or maybe use index as core, then 5-10% to 1 or 2 high growth stocks or assets.

    1. That’s a reasonable approach. Hope everyone makes it through this rough patch. – Marc

  6. Great explanation of beta and how it applies to a portfolio. Awesome video and well put together!

  7. Thank you for sharing your expertise, I believe that people choose high growth stocks when they feel that their investment portfolio is small, therefore can risk more and hopefully grow faster, but the larger the portfolio becomes the more we need to think about diversification and “boring” companies. In my understanding something like CPB beta is low because there is almost no individual investors, meaning that almost all investors of CPB are index fund investors. And its somewhat opposite for big tech names. So if CPB would drop from S&P index, there would be almost no buyers for it, till it drops to the point when it becomes undervalued and value investors/funds start to buy it. Please correct me if I am wrong?

    1. Good analysis. Being an S&P constituent sure helps with trading, and your second point is bang on as far as I’m concerned. As long as the company remains stable, yes, a point would come where the value is just too obvious and buyers will jump in. Really appreciate you watching and thanks for your comment. – Marc

    2. @Brandon Beavis Investing Another thought, because CPB has low beta score, it means that its price barely moves regardless of what earnings it reports, since no one would sell index because of one company. That is why it is so stable. but then if we want to have low beta score stocks, would it make most sense to just buy S&P index instead?

  8. You n your son are good hearted people you can always feel the genuine advice wanting to help people become more wealthy.

  9. Thanks, as always! Good video, good advice, good amount of bluntness. Love every video you and Brandon put out.

  10. I agree. I have a mix of boring low beta stocks and high beta growth stocks in my portfolio. Any advice for FB and ARKK holders?

  11. Hey Mark, I disagree, I dont think we should incorporate beta into out investment analysis and I think beta is one of the reasons fund managers cant beat the market. The problem here is that beta is inherent a short term signal (1-3) years, there is an argument to be made for people who are about to retire but I would advise to not have a massive % of your portfolio into stocks if you need the money within 10 years. Short term fluctuations in stock prices shouldn’t change your investment thesis it should only be used to acquire positions at undervalued prices. The fact that coke’s stock wont fall as much during times of turmoil shouldn’t mean anything to the long term investor, we should look at the growth at the price we pay for it. I hope I changed your mind, thanks.

    1. I %100 agree. Beta has nothing to do with the fundamentals of the company and only has to do with the volatility.

    2. Hi Jonathan. I truly appreciate your input, but we’ll have to agree to disagree on this one. I may not have been as articulate as I had intended, but my message wasn’t to use beta as a short term trading tool. Not at all. My suggestion is to use it to understand how your portfolio is actually constructed, and to help prepare for the behaviour of it. We do agree that short term fluctuations in stock prices shouldn’t change your investment thesis. 100%. My point is that your thesis needs to be solid before we see these big moves up and down so that you don’t react to the short term movements. Maybe I didn’t express that clearly though. For those who have never examined their portfolio in this manner are possibly going through a lot of pain right now, and that pain could have been avoided by incorporating a beta analysis into their plans. This assumes, of course, that they are not super-human and impervious to sharp moves up or down, but that’s not most people. Not sure if this all makes sense, but hopefully it adds. I noted that Rhett added that Beta has nothing to do with the fundamentals of the company, and again I’d agree. Of course the fundamentals will affect the beta, not the other way around. At least that’s the way I see it. Thanks a ton for your respectful and well articulated argument! – Marc

  12. Boring is good. For the longest time I only had Royal bank and a very low risk mutual fund that I made regular deposits to. I finally got enough accumulated in my mutual fund to cash out and diversify into three more boring stocks and an ETF. I chose TD, CN Rail, Fortis, and XIC. The plan is to hold for 12 years while adding to each when I have extra money.
    Edit: XIC has the highest beta at .98 which makes sense as it is trying to be the index.

  13. Those boring companies are sometimes called consumer defensive during inflation & recession. Strong dividends

  14. good advice. thanks once again! ‘balanced’ or ‘diversified’ do encompass many concepts, altho its so easy to simplify but maybe one could also consider balanced as having a balance between ‘high risk’ (exciting/growth/fun) and ‘lower risk’ (boring/blue chip/’banks and railroads’ haha eh brandon? lol) or look at differences in beta the way you did…. as always, well researched videos marc

  15. weird question for you both: lots of experienced investors teach about business fundamentals when evaluating a company and whether i would want to own a piece of it. how come with the recent ‘earnings reports’ this week and last, seems like the stocks don’t follow, i.e., some posting great results but their stocks go down and others posting less than stellar results and their stocks go up (or don’t go down as much). as a real newbie investor, makes it seem so confusing that all the metrics you guys teach and we go thru just get thrown out the window in times like these?

    1. Very good question… In most of the cases you’re referencing, the price fluctuation will be a result of the ‘expectations’ of the earnings reports. In other words, if the market is expecting a revenue increase of 8% (for example) but the increase comes in at ‘only’ 6%, even though the increase was nice, it was less than expected. In a case like that, which happens all the time, the market may react negatively with the accompanying drop in the share price. This is just one example, and it works both ways. There are other factors, but this is common. Hope that helps. – Marc

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