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investing wealth citi montreal

Three practical ways to dilute a concentrated investment position

Citi advisor Samuel Vallières tells how best to reduce the risk of holding more than 10% of one’s wealth in a single asset

January 19, 2024
Commentary

Asset allocation, 2.0: Low and rising rates require reboot of classic portfolio

It’s time to revisit and refresh the most important part of investing: basic asset allocation

November 18, 2021
Commentary

Caution urged for high risk, potentially high reward SPACs

Special purpose acquisition companies: the risk is amplified when markets are near the top of a cycle, as we appear to be now

October 13, 2021
Wealth

Is it time to ditch the classic 60-40 investment portfolio?

Perhaps not yet. With a few tweaks, this asset-allocation formula can stand the test of time

October 7, 2021
Commentary

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