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Barbara Stewart

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Portfolio Confidential

I have a monthly column in Canadian Money Saver magazine, which publishes nine issues per year online and in print. My column is called Portfolio Confidential, and I offer portfolio advice for real world problems that investors submit. The full articles are only available for subscribers, but below are excerpts from each one. If you want to read the full versions, you need to subscribe. Use my code RICHB to get 20% off a one year subscription: after the discount, that’s only $15.99 for the online version, $21.56 for print, or $29.56 for print AND online!

Excerpts from Portfolio Confidential:

March 2021: Credit Union shares, when to take government pension, drawing income from portfolio

February 2021: Art, financial planners, intangible assets

January 2021: Crowdfunding, ESG

November 2020: Invest like a pension fund, relationships & money

October 2020:Air Canada stock, weighting in tech sector, tuition for US education

September 2020: US estate taxes, short-term investing strategies, male versus female advisors

July 2020: Rebalancing Zoom, gold outlook, property sale in the US

June 2020: Energy sector, pooled funds, REITs