Podcast

Buy and Hold vs. Tactical Investing

Will Simpson and Greg Wise

March 28, 2025

Is your portfolio positioned for what’s ahead? 

Markets looked good for most of this week, picking up on the gains from last week early on. But they took a turn south midway through the week on the back of tariff concerns, worries around inflation and a slowing economy.

We explain our active, tactical approach to portfolio management.

The next round of tariffs is set to kick in on April 2nd and the scale and scope of these is still unknown. Expect more volatility until we can get some extended periods of clarity. Our portfolios remain defensive and we are positioned conservatively, ready for anything.

Aretec is a wealth management firm for Canadian families who don’t want a “good enough” experience with their money, but an experience that’s the best it can possibly be.

We want you to be wealthy in terms of your portfolio, money and net worth. We also want you to feel wealthy — in the sense that you have peace of mind, freedom from worry, good health, the ability to spend time with family and friends and enjoy your retirement and overall, live the good life.

At Aretec, we want you to realize the full potential of your wealth.

We want you to Realize Your Wealth™.

Feel free to reach out if you would like to discuss your investment portfolio or your financial, wealth and retirement plan. We are here working for you.

Best,

Will Simpson, CIM
President, Chief Investment Officer & Portfolio Manager