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.

Diary of a Portfolio Manager

 May 03, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER May 3, 2024 Good day, Tomorrow is the Big Day – Berkshire Hathaway Annual General Meeting in Omaha It’s also May the 4th for all you Star Wars fans… I highly recommend that anyone with a slight interest in wealth creation...
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Diary of a Portfolio Manager

 April 26, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER April 26, 2024 Extra! Extra! Read all about it. Budget special Good day, I have been waiting on a piece from our Family Office Services team to share with you regarding recent budget and here it is. There are two assumptions...
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Diary of a Portfolio Manager

 April 23, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER April 23, 2024 Billy, Billy don't you lose my number 'Cause you're not anywhere that I can find you Oh now Billy, Billy don't you lose my number 'Cause you're not anywhere that I can find you, oh no” –Don’t Lose My Number...
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Diary of a Portfolio Manager

 April 05, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER April 5, 2024 “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 –Steal My Sunshine, Len Good day, ECLIPSE MUSIC Two interesting things...
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Diary of a Portfolio Manager

 March 22, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER March 22, 2024 “They say it’s your birthday We’re gonna have a good time I’m glad it’s your birthday Happy birthday to you” Birthday – The Beatles Good day, Today is Jodie’s (my oldest daughter) 18th birthday. We joked that...
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Diary of a Portfolio Manager

 March 08, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER March 8, 2024 “… Money's too tight to mention. I can't get an unemployment extension. Money's too tight to mention”. Money’s Too Tight (to Mention) - Simply Red Good day, Global equity markets have trended higher in recent...
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Diary of a Portfolio Manager

 February 23, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER February 23, 2024 “All I ever wanted All I ever needed Is here in my arms Words are very unnecessary They can only do harm” Enjoy the Silence – Depeche Mode Good day, I’ve often said (and written) that what really matters...
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Diary of a Portfolio Manager

 February 14, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER February 14, 2024 Good day, Happy Valentine’s Day! An administrative note. If this is being sent to an email address that is not your preferred email, please let us know. Still talking about inflation… I watched the Jerome...
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Diary of a Portfolio Manager

 January 26, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER RATES North American equity markets have continued to push higher through the first month of the year. Given the anticipation for lower interest rates, all eyes remain focused on the world's central banks. This past week,...
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Diary of a Portfolio Manager

 December 27, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER It is hard to believe, but 2023 is coming to an end. Fortunately, both global equity and bond markets appear to be finishing the year on a strong note. This strength can be attributed primarily to two factors. First, the rate...
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