Broad-based ETFs or careful stock picks can work for large windfalls

“The philosophy: Ferris uses a global equities market index as a base for building portfolios, “with a measured tilt towards Canadian equities and an appropriate allocation to fixed income.” He then adds temporary tactical positions based on current market conditions. His focus is on simplicity, low fees and tax efficiency, and he prefers using ETFs for those reasons.”

Dwarka Lakhan – Investment Executive – March 21, 2022

Link: https://www.investmentexecutive.com/newspaper_/focus-on-products/broad-based-etfs-or-careful-stock-picks-can-work-for-large-windfalls/