Edward Goodfellow
Associate Portfolio Manager at Raymond James Ltd
Based in Victoria, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Victoria
Industry
Financial Services
Company size
1.5K
Contact information
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e•••••••@raymondjames.ca
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Background
About Edward Goodfellow
7 Steps to a Better Portfolio was published on Monday June 26th, 2023. The book is available on the Friesen Bookstore and Amazon. Portfolio investing is math and emotion. Math is how we should build and manage a portfolio. Emotion is why we don’t. Math will improve the odds of a successful outcome. Emotion will create more randomness and excitement. 7 Steps examines important investment variables that investors control to better manage the variables they don't. 7 Steps are an investment decision making framework to help investors manage noise, be more accountable, build emotional resilience, encourage forward thinking, and instill confidence as they journey into the uncertain world of investing. 7 Steps, a rules-based systematic portfolio process and structure, focuses on capturing return and managing risk to provide investors, increased odds of a successful long-term investment outcome. My favorite pages include: 4, 5, 23, 38, 39, 56 to 59, 80 to 85, 120 and all of Chapter 12. This book will help a lot of investors.
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