Market, Model Portfolio, Report Updates, and New Podcast Episode!

Zach Diaz Oct 10, 2024
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New Podcast Episode! Part Two

In this episode, Chris is joined by Ryan Modesto for part two of 'Inside the Mind of a Fund Manager'. Ryan shares his thoughts on portfolio construction, position sizing, his outlook on the markets, and a couple of interesting US small cap names.


Free Webinar - The Anatomy of a Big Winner (and the Investor That Can Hold Them!)

Join Ryan Modesto next Wednesday October 16 at 12 pm EST where he will discuss common mistakes, common characteristics, and how to hold onto those elusive 'Big Winners' in a portfolio.

Register for the webinar here!


Report Updates

We have posted report updates on EQB (EQB) and The Bank of Nova Scotia (BNS). EQB is known as Canada’s Challenger bank, serving over 578,000 Canadians through its personal banking and commercial banking divisions. BNS has established itself as a leading bank across a broad range of services in North America, and it currently has four operating segments: Canadian banking, Global Wealth Management, International Banking, and Global Banking and Markets. One company has struggled with execution in the past, but recent results are showing improvement, while the other has seen strong growth rates coupled with diversifying revenues in its non-interest revenue segment.

Read the latest updates by logging in here!