Is Your Investment Portfolio Truly Balanced? This Newsletter is for You.

Tom Lewis - Luxury Bed & Breakfast

Telemark Ridge Lodge & Wellness Retreat

profitstom@gmail.com
778-846-1554
https://www.airbnb.ca/users/113907328/listings?user_id=113907328&s=1

Tom - Facebook

IS YOUR BALANCED PORTFOLIO TRULY BALANCED?

 

Recently, we have seen a lot of so-called “balanced portfolios” from prospective investors with one of two concerns.  Either they have a typical 40%-50% weighting in bonds that earns meagre returns, or in search of higher returns, they have 70%-80% of the portfolio invested in equities. It’s rare to see a cash weighting above 5%. For different reasons, these strategies represent more risk than many people realize or are comfortable with.

These risk and return factors are why we think the industry standard model of a “balanced portfolio” of 60% equities/40% bonds is broken. You’re forced to choose between low returns or high risk and it’s a no-win solution for investors wanting a balanced approached. Here’s why and what you can do about it:



Exempt Markets Help Avoid 4 Costly Investing Mistakes

 

Here is a great educational video on how the exempt markets can help you avoid some fairly common investment mistakes. The first one the 60/40 stock/bond split is the most common with investors in bank mutual funds. 



Investing in Private Markets (Exempt Market)

 

This video discusses some of the differences between investing in Private Markets vs Public Markets. It aims at educating investors on what the Private Markets are, and why they are important to your long term wealth plan.



Dine out and learn about the Private Equity April 25th

 

We invite you and a guest to discover why you may want to include private equity investments in your current portfolio. Host Klint Rogers from Pinnacle Wealth Brokers and Eric Hansen from Bow Water and Land Trust/ Duram

You'll learn about:
How to invest in real estate via your RRSP and TFSA
What expected rates of return are private equity funds
How to mitigate the volatility of your portfolio using private equity investments
How to minimize your investment tax bill using private equity structures.

Many private market products are TFSA & RRSP eligible
Minimum $10,000 investment level

Dinner is provided and seating limited so all guests must preregister - kindly provide us with your name & e-mail for registration on the Everbrite system. TICKETS will be issued and sent to you prior to the event.



Learn how you can invest in an exciting Medical Building in Surrey

 

Are you tired of the volatility of the stock and bond markets? Are you dissatisfied with your mutual fund performance over the last 5 years? Here is a rare opportunity to invest right here in your own community.

DISCOVER A COMMUNITY OF CARE
Innovation Village Care Home and Medical Services Building

A unique Investment Opportunity that includes a state of the art medical building and senior care facility where a new care model allows seniors to age together even with different levels of care.

Investment returns of 17.83% annually are possible.

Invest as little as $10,000!
ALL RRSP & TFSA funds friendly!

Guest must pre-register on the attached website



Telemark Ridge Lodge & Retreat Opens Soon!

 

We have been working away in our new home to turn it into a welcoming place where travelers can come and enjoy this peaceful and quite property hidden away in the foot hills of Coldstream. We have equipped the 4 rooms with new  Tempur-Pedic beds, gorgeous linens and warm and comfy comforters.   

We are making arrangements with all the local activity providers so that our guests can book their accommodation and activities quickly and easily on our soon to be launched website. Not sure whats available in Vernon, well what can't you do in Vernon.

We are also catering to small groups including corporate and non profit board retreats or people in the wellness or healing community. We'll provide made for you retreats and customize packages to meet the needs of you and your group. 

We expect to be listed on Airbnb and BC Central Reservations by mid May, so check us out. Just in case you were wondering all out rooms are themed and our finest room is called the Taj Mahal. :)



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