• 7 Ways to Manage Investment Risk

  • Jan 29 2025
  • Length: 15 mins
  • Podcast

7 Ways to Manage Investment Risk

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  • Summary

  • In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any changes to your portfolio.


    00:00 Introduction: Politics and Your Portfolio

    00:23 Seven Ways to Manage Investment Risk

    00:53 Diversification: Don't Put All Your Eggs in One Basket

    02:13 Rules-Based Portfolio Implementation

    05:26 The Role of Bonds in Your Portfolio

    06:09 Cash Wedge Strategy

    08:11 Exploring Annuities

    09:55 Deferring Your CPP for Better Returns

    11:06 Using Options for Portfolio Insurance

    12:17 Conclusion and Final Thoughts


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