Financial Skills: Portfolio Balancing

February 2, 2021 at 12:00 PM to 2:00 PM

Audience:Current Students

Debating whether mutual funds, robo-advisors, or ETFs are best for you? What is the optimal portfolio balance given your age and risk tolerance? Should you invest only in Canadian securities or be globally diversified, and if so, what should be your percentage allocation to each? Join us for this “hands-on” webinar to find the answers to these questions and many more.

Note: To get started, please fill out this short questionnaire about your risk tolerance to help determine your portfolio balance:

Learning Outcomes:

  • Learn how to determine your risk tolerance and the theory behind selecting an appropriate portfolio balance.
  • Familiarize yourself with the pros and cons of mutual funds, robo-advisors, and managing one’s own ETF portfolio.
  • Learn a step-by-step process of using free online tools that can help you determine when to rebalance investments.

All graduate students and postdocs are welcome. If you are working as a TA, this session counts toward voluntary paid training hours, provided that you are working as a TA in the term when the training takes place.


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