In this episode of Philotimo: Finances with Friends, CJ Stevens, CFP®, sits down with Vince Kraljevic, CFA®, ETF Strategist at Fidelity Canada and one of the sharpest minds in the investing world.With over 18 years in the industry and a no-nonsense approach, Vince breaks down the world of quant investing, the differences between ETFs and mutual funds, and how Fidelity builds its all-in-one portfolios. If you’ve ever wondered how portfolios are built, how to interpret market signals, or what keeps professionals up at night: this one’s for you.
Together, CJ and Vince explore everything from strategy to risk indicators, with plenty of takeaways for both new and seasoned investors.
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