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“Your Portfolio is broken” – A book review

“Your Portfolio is broken” – A book review

Excerpt from RetirementAction.com article:
Written by Peter Benedek


In “Your Portfolio is broken” Chris Turnbull looks at what’s wrong with the advice, investment management practices and business models in the Canadian context. The advice model tabled in this book is based on CFA Institute best practices then using a portfolio implemented using a passive/index based approach which is then delivered in a “portfolio manager” business wrapper with a fiduciary level of care. If you can access this model at a reasonable ‘all-in-cost’, it might be a workable solution for those needing advice.