EI Personal Finance - Track Your Results One Quarter at a Time · Express Innovation

Episode 20 - January 2, 2026. Year End 20 Minute Drill

·33 min·3 clips
Our non-registered accounts are up 19.17% this quarter.
The host reviews 2025 investment performance, celebrating strong returns while cautioning about potential market pullbacks in 2026. They detail the 30-minute drill spreadsheet tool, discuss portfolio rebalancing examples like Snowflake, and emphasize tax-efficient strategies using vehicles like TFSAs and RRSPs.

As heard by us

A January 2 market check that favors discipline, spreadsheets, and a wary look at the rally.

Episode 20 opens with a January 2, 2026 look at how 2025 treated investors who stayed in the market, then shifts to a cautious read on what 2026 may bring.

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Why you'd press play

A January 2 reset for your spreadsheet, tax notes, and caution flags.

Read the full recommendation in PlayNext →
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