Diary of a Portfolio Manager

Expert insights on wealth management, retirement planning, and building a secure financial future. With practical advice and thoughtful strategies, these articles are designed to simplify complex topics and help you make confident, informed decisions.

Steal My Sunshine

 June 27, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER June 27, 2025 “I know it's up for me (If you steal my sunshine) Making sure I'm not in too deep (If you steal my sunshine) Keeping versed and on my feet (If you steal my sunshine)” Steal My Sunshine, Len Good morning, I am...
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Superstition

 June 13, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER June 13, 2025 “When you believe in things that you don't understand Then you suffer Superstition ain't the way” -Superstition, Stevie Wonder The song lyrics above are my reference to today being Friday the 13th if that didn’t...
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Faster

 May 30, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER May 30, 2025 “Faster than a bullet from a gun He is faster than everyone Quicker than the blinking of an eye Like a flash you could miss him going by” -Faster, George Harrison Good morning Two weeks to go to the Canadian Grand...
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The American

 May 02, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER May 2, 2025 "I see a man With an airfield plan I caught a boy fall out of the sky What do you know about this world anyway” -The American, Simple Minds There is a very good chance that I will see the band Simple Minds this...
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Friday I'm in Love

 April 18, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER April 18, 2025 “I don't care if Monday's black Tuesday, Wednesday, heart attack Thursday, never looking back It's Friday, I'm in love” -Friday I’m in Love, The Cure Good morning, What a difference a few weeks, or even days...
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Take It Easy

 April 07, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER April 4, 2025 “Take it easy, take it easy Don't let the sound of your own wheels drive you crazy Lighten up while you still can Don't even try to understand Just find a place to make your stand and take it easy” -Take it Easy...
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US Tariff's Impact April 2025

 April 04, 2025 |Todd Kennedy
Tariffs Finding a Path Through Near-Term Volatility Click Here An Update on the Recent Reciprocal Tariffs Click Here Global Insight Weekly Tariff Deluge: RBC's Initial Take Click Here
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Dazed and Confused

 March 24, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER March 21, 2025 “Every day I work so hard Bringin' home my hard-earned pay Try to love you, baby But you push me away” -Dazed and Confused, Led Zeppelin Global markets have benefitted from the lack of trade-related noise over...
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There's Too Many Men, Too Many People

 March 07, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER March 7, 2025 “There's too many men, too many people Making too many problems And there's not much love to go around Can't you see this is the land of confusion?” -Land of Confusion, Genesis Believe it or not, but we are only...
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We Didn't Start the Fire

 February 24, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER February 24, 2025 “We didn't start the fire It was always burning, since the world's been turning We didn't start the fire No, we didn't light it, but we tried to fight it” -We Didn't Start the Fire, Billy Joel I am looking...
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