Should You Do Any Active Investing? and a Financial Independence Case Study

Should You Do Any Active Investing and a Financial Independence Case Study

Many Canadians tend to dabble in at least a bit of active investing, picking individual stocks, even if they consider themselves primarily total market index investors. As long-time listeners of the show know, I personally only do total market index investing through ETFs, but I think it’s important to stay educated and hear the other perspective of how and why active investors choose to invest the way that they do. 

This episode is going to be a bit of a hybrid because our guest today, Braden Dennis, is an active stock investor who owns an investment research platform called He’s also the host of the Canadian Investor podcast, and with these two companies, it appears that he’s already hit financial independence at a really young age.

So, in addition to asking him about how one should research companies if they want to buy individual stocks, we also get into one of the ways of reaching financial independence and early retirement quickly, which is by starting your own business.

Resources Mentioned:

A Big Thanks to Our Sponsor: Indeed

No one has a business like yours, with all its strengths and challenges. This Small Business Month, you need a hiring partner that adapts to your needs. You need Indeed.

With Indeed, you don’t spend HOURS on multiple job sites looking for candidates with the right skills, when you can do it with just Indeed. 

You can also find top talent fast with Indeed’s suite of powerful hiring tools like Indeed Instant Match, Assessments, and Virtual Interviews.

Indeed’s hiring platform helps you easily schedule and conduct virtual interviews all in one place.

And, if you hate waiting, according to Indeed data, candidates you invite to apply through Instant Match are 3.5x more likely to apply to your job than those who only see it in search.

One thing that I love about Indeed, is that it makes hiring all in one place easy because it does the hard work for you. Sponsor a job, and boom–Instant Match shows you candidates whose resumes on Indeed fit your description immediately after you post. With Instant Match you can start hiring fast. 

And, according to TalentNest 2019, Indeed delivers 8x more hires in Canada than all other job sites combined.

Start hiring now with a $100 sponsored job credit to sponsor your job post at Offer good for a limited time.

Again, you can Claim your $100 credit now at Terms and conditions apply. 

Need to hire? You need Indeed.

Questions Covered:

  1. What would you say is your investing style and what made you pick that over total market index investing?

  2. When I speak to a passive vs an active investor, one of the main things that they seem to think differently about is the efficient market hypothesis. Can you explain what that is for anybody not familiar, and what is your take on it?

  3. Bonds have really taken a hit lately, making many investors wonder whether they should instead do GICs, stay the course, put more into equities (despite those falling recently as well), using a high interest savings account, or using some other investment vehicles. What are your thoughts on bonds and fixed income, and what do you personally do in your own investment portfolio? If you were 5 years away from retirement, would your answer be different?

  4. As someone that is very active in the investing and personal finance field, I imagine you have things pretty planned out and optimized when it comes to the most efficient way to get to your financial independence number. What are you personally doing in your investment portfolio, personal finances, and life to get to that financial independence number as quickly and efficiently as possible?

  5. What keeps you going since it sounds like you can technically just fully retire now and never work again?

  6. One of the ways that I’ve seen you move to your financial independence number quicker is by starting your own businesses, which I see are there to help you and other active investors like yourself. Can you tell us more about the tools and businesses you’ve developed?

  7. I noticed that you’re able to search for index ETFs in Stratosphere too. Does your tool do anything for ETF investors or is it primarily for those that want to research individual stocks?

  8. If somebody wants to do some stock picking, even if it’s just for a small portion of their portfolio, where do you suggest they go and learn? Where did you learn?

  9. Which investment account would you recommend Canadians use if they are going to do any stock picking?


Leave A Response

* Denotes Required Field