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.

From Inflation Declines to Stock Price Reactions: A Closer Look at Canada

 May 31, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER May 31, 2024 Good day, Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Over the past week, Canadian banks reported their second-quarter...
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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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