Portfolio balancing

Tuesday, February 13, 2024 16:00to18:00
Portfolio balancing

Debating whether mutual funds, robo-advisors, or ETFs are best for you? What is the optimal portfolio balance given your age and risk tolerance? Should you invest only in Canadian securities or be globally diversified, and if so, what should be your percentage allocation to each? Join us for this "hands-on" webinar from the Financial Skills for the Real World series to find the answers to these questions and many more.

Note: To get started, please fill out this short questionnaire about your risk tolerance to help determine your portfolio balance: http://ow.ly/10EAxX

Learning Outcomes:
• Learn how to determine your risk tolerance and the theory behind selecting an appropriate portfolio balance.
• Familiarize yourself with the pros and cons of mutual funds, robo-advisors, and managing one's own ETF portfolio.
• Learn a step-by-step process of using free online tools that can help you determine when to rebalance investments.

IMPORTANT: Students must register with their official McGill email address in order for the registration to be valid.

No-Show Fee Alert: There are no fees associated with SKILLSETS webinars; however, registering for an online event is a commitment to attend. If you can no longer attend, make sure to cancel your registration. Otherwise, a $25 No-Show Fee will be charged to your McGill student account. Exceptions will only be made for students in the case of emergencies or “extenuating circumstances”. https://www.mcgill.ca/skillsets/policies

Register here!

Online Event Instructions

Zoom registration

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