Episode 59: 2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance

2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle will start the new year by covering the global capital markets performance for 2023.

Then, they tackle how to measure your portfolio performance. Which goes hand in hand with the first topic.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #59!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss the following points:

For our first topic, we will review the 2023 Market Statistics.

And next, for our main topic, we will discuss how to measure your portfolio performance.

Enjoy!

1) 2023 CAPITAL MARKETS YEAR IN REVIEW :

François Doyon La Rochelle: Before we start, I would like to wish our audience a happy, healthy, and prosperous New Year. This being said we have two timely topics to cover today. So, with another year passing by, I will start and cover the global capital markets performance for 2023. To help with the discussion, I will be going through our market statistics page, a document you can find on our website Capital Topics in the resources section, or directly on our team’s page on the PWL Capital website…Read More