Ryan reviews the 2020 World Outlook Small-Cap Portfolio of 4 Stocks (average gain +25% versus the Toronto Stock Exchange being down -11% over the same period), discusses current market valuations, and advises investors to focus on two things you can control in historically uncertain markets: 1. Portfolio Construction (the manner in which you construct your portfolio) 2. Portfolio Composition (what you put in it) Stock portfolio construction and composition dove tail well into what we talk about in the construction of a Modern 15-25 stock portfolio at our upcoming Webinars. We also discuss a couple of stocks that continue to rank highly in KeyStone's research coverage.
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