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.

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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The Scientist

 February 19, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER February 19, 2025 “I was just guessing at numbers and figures Pulling the puzzles apart Questions of science, science and progress” -The Scientist, Coldplay This week, BlackRock Investment Institute’s global commentary is...
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Tariff and free trade image

Tariffs

 February 03, 2025 |Todd Kennedy
North American Industrials Initial Thoughts on Tariffs Pit Stop Key Global Debates in Global Autos Tariff thoughts Canadian Energy Infrastructure Washington Strategy Tariffs and Commodity Impact Tracking the Tariff Impact on Canadian Publicly Traded Consumer...
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Canada confronts U.S. protectionism

 January 31, 2025 |Todd Kennedy
You’ve asked for it and here it is. U.S. trade policy is taking a more restrictive turn with potential implications for Canada’s economy and equity market. For investors, RBC believes in maintaining a disciplined approach and resisting knee-jerk reactions...
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Trump to Lay Out Trade Vision

 January 24, 2025 |Todd Kennedy
I don’t want to have daily Trump updates but everyone is asking so figured this is timely. Still going through notes from RBC’s portfolio management conference and will summarize that in a newsletter before end of week. For now, “Art of the deal”, Surprise...
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Trump Ready to Bypass Congress on Border & Tariffs

 January 17, 2025 |Todd Kennedy
Lots on the go lately. Still making notes from the three day portfolio management conference I attended last week. Every question I get is about Trump. How to predict the unpredictable so let’s report some news. Let’s make a deal? First reporting I’ve...
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Portfolio Management Conference Recap Part 3: Markets, Memes & Money Moves

 January 07, 2025 |Todd Kennedy
FACEBOOK PAGE I would like to invite you to like our new Facebook page – look for ‘Todd Kennedy, Senior Portfolio Manager of RBC Dominion Securities’ if you are so inclined. You can also simply check this link Todd Kennedy Facebook page. I will put articles...
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Portfolio Management Conference Recap Part 2: "I have no special talents. I am only passionately curious" - Albert Einstein

 January 03, 2025 |Todd Kennedy
FACEBOOK PAGE I would like to invite you to like our new Facebook page – look for ‘Todd Kennedy, Senior Portfolio Manager of RBC Dominion Securities’ if you are so inclined. You can also simply check this link Todd Kennedy Facebook page. I will put articles...
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Portfolio Management Conference Recap Part 1: New Year's Day

 January 01, 2025 |Todd Kennedy
“And so we were told this is the golden age And gold is the reason for the wars we wage Though I want to be with you, be with you night and day Nothing changes on New Year's Day” - New Year’s Day, U2 FACEBOOK PAGE I would like to invite you to like our...
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Boys Don’t Cry

 October 29, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER OCTOBER 29, 2024 “I try to laugh about it Cover it all up with lies I try to laugh about it Hiding the tears in my eyes 'Cause boys don't cry Boys don't cry” - Boy’s Don’t Cry, The Cure Good day all, Will a certain candidate...
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