Join The Investing Academy for $19.99/ mo ➤
The recent market selloff is offering up a learning chance that doesn't come around all the time. Take advantage of it.
Thank you to Passiv for supporting us in this video.
► Passiv (Autopilot Portfolio Tool) –
#stockmarket #canada #theinvestingacademyReady to join The Investing Academy Neighborhood? If so, make sure to take a look at our website. We offer online courses for Canadians that will give you a full understanding of the stock exchange principles, stroll you through step-by-step in getting your accounts set up, or take your investing to the next level, all for $19.99 CAD/mo.
You'll also get to enter into our personal neighborhood to satisfy the other trainees and work together with people.
Website ➤
———–
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
———–
Follow United States Here:
Register For 2nd Channel –
Facebook:
Instagram:
LinkedIn:
———–
Register Benefits:.
► Questrade Online Brokerage (Get $50 in commission-free trades) -.
► Wealthsimple Trade ($ 50 cash reward when you transfer $150 or more) -.
► Wealthsimple Invest Robo-Advisor (Receive a $50 sign up benefit) -.
► EQ Bank (High-Interest Savings Account) -.
► INVRS (FREE Research Tool) -.
► Passiv (Auto-pilot Portfolio Tool) -.
The above affiliate links are offered your benefit, and if you click on a link and wind up buying a services or product, this channel might get compensation for the referral. We have personally vetted each of these business and services and, in our opinion, our company believe they supply worth to our audiences, depending upon your private scenarios.
Company Inquiries: support@theinvestingacademy.ca.
———–.
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.
Disclaimer: The views and viewpoints shared on this channel are for informational and educational functions just. Although previously certified, the factors are no longer industry participants and are not certified to offer financial recommendations. They make every effort to offer you with instructional information in an entertaining manner. Constantly do your own research study and due diligence before investing. Typically speaking, you must consult a licensed financial investment specialist prior to investing.
For our full legal disclaimer, please visit our site:.
Wealth Builders Club Secrets Revealed – Click Here to Discover the #1 Investment Resource!
📈📚 Join The Investing Academy for $19.99/mo ➤ https://bit.ly/theinvestingacademy
Thank you to Passiv for supporting us in this video.
► Passiv (Autopilot Portfolio Tool) – https://passiv.com?ref=RGAMTXSUAM
#stockmarket #canada #theinvestingacademy
Moral of the story is campbell soup is the future. As Tech stocks go up campbell soup goes up😁😂
You are a deep thinker! CPB to the moon! 🚀😉- Marc
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.
Very true. Slow and steady wins the race.
Fully agree, Bruce. Thanks for watching. – Marc
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?
Thanks for your comment, and for the video idea. Sounds like you’re on the right path with your portfolio management. – Marc
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!
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
@Brandon Beavis Investing Hey Marc! You emphasized the importance of balance! Thanks for the Beta range of your portfolio!
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.
That’s a reasonable approach. Hope everyone makes it through this rough patch. – Marc
Great explanation of beta and how it applies to a portfolio. Awesome video and well put together!
Thanks so much. – Marc
Thanks Marc. I learned alot today. The Chart helps it put in perspective
Thanks, Dave. Appreciate your support. – Marc
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?
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
@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?
You are correct in your assumption
🙂 – Marc
You n your son are good hearted people you can always feel the genuine advice wanting to help people become more wealthy.
Thank you Shaun. Really appreciate that. – Marc
Thanks, as always! Good video, good advice, good amount of bluntness. Love every video you and Brandon put out.
Awesome info once again! You guys rock!
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?
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.
I %100 agree. Beta has nothing to do with the fundamentals of the company and only has to do with the volatility.
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
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.
Sounds like you’ve got a plan, and all the best. Thanks for watching. – Marc
Those boring companies are sometimes called consumer defensive during inflation & recession. Strong dividends
100% – Marc
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
Thanks so much. – Marc
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?
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