Episode 7: Evaluating Portfolio Performance

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: Goldman Sachs merges 5 thematic ETFs. What can we learn from that?

  • Evaluating portfolio performance: a roundtable

  • Good advice of the day: “Switch to Class D mutual funds”

  • Listener’s question: “Is it preferable to contribute now to my RRSP or to wait until early 2021?”