Portfolio manager working with post-exit entrepreneurs. Not providing investment recommendations or advice. All views are my own.

www.lowriskrules.com
Joined November 2008
Low Risk Rules retweeted
Entrepreneurs take risks in business – but your investments don’t have to. Wealth manager Geoff Saab @LowRiskRules explains why low-cost, liquid, long-term investing often beats “prestige” investments and complex strategies. 🎧 Listen: moolala.ca/low-risk-investin… #PersonalFinance
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Low Risk Rules retweeted
Today on #BestOfMoolala @SXMCanadaTalks 167: 📖 Geoff Saab: @LowRiskRules: A Wealth Preservation Manifesto 📖 @MarkMcGrathCFP: Wealthier: The Investing Field Guide for Canadian Millennials √ David Mak @Wealthsimple: Stock Lending √ Rob Carrick: A dozen thoughts on investing
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A couple of old school conservatives doing conservative things like believing in free trade and free markets.
US president, Ronald Reagan, and Canadian Prime Minister, Brian Mulroney, in 1988. Later that year, Reagan said: “Our peaceful trading partners are not our enemies; they are our allies. We should beware of the demagogs who are ready to declare a trade war against our friends—weakening our economy, our national security, and the entire free world—all while cynically waving the American flag."
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Thank you @brucesellery for helping spread the word about a safer and more profitable way to invest.
Great entrepreneurs don't need high-risk portfolios. Geoff Saab @LowRiskRules explains why low-cost, liquid, long-term investing often beats chasing prestige investments. 🎧 Listen: moolala.ca/low-risk-investin…
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Low Risk Rules retweeted
Today on Moolala @SXMCanadaTalks 167: 📖 Geoff Saab: @LowRiskRules: A Wealth Preservation Manifesto 📖 @MarkMcGrathCFP: Wealthier: The Investing Field Guide for Canadian Millennials √ David Mak @Wealthsimple: Stock Lending √ Rob Carrick: A dozen thoughts on investing
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Low Risk Rules retweeted
My goodness. One of the best things I’ve ever heard. Bravo.
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This is a good example of why money managers should keep a low profile. Smith attracted a lot of capital when performance was hot, and now he's bleeding assets and facing public criticism. These moves will be to the detriment of his remaining investors.
Need to actually read this Fundsmith letter to believe it - wild stuff
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This is a pretty incredible exchange. Strikes me as something we will remember the timing of many years from now….
Holy shit! Jeremy Grantham & Joe Kernen were insulting each other live on the air about Bitcoin and the stock market bubble 😮 This is the type of arrogance you see when markets go vertical and people believe "This time is different" + "Markets will go up forever"
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Is this the fat pitch you’ve been waiting for?
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Low Risk Rules retweeted
Charlie Munger explains Private Equity and Investment Bankers with an example of a dumb Horse 😂 “Man goes to a Vet complaining about his horse who gets vicious sometimes. The Vet replies: The next time horse behaves well…sell it.” “That’s how private equity works.”
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The Royal Society for High Net Worth Portfolio Management.
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Low Risk Rules retweeted
Don't call them "Wealth Advisers" -- call them what they are: Commission Salespeople.
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Crazy idea: Let's split a country in socialist and capitalist halves and check in on them in 75 years.
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Low Risk Rules retweeted
📈Entrepreneurs take risks to build wealth. But protecting that wealth requires a different mindset. Bruce talks with wealth manager/author Geoff Saab @LowRiskRules about low-risk investing, the hidden cost of fees & why “prestige” investments and illiquid assets can quietly erode returns. Watch 👇 youtu.be/LVSHmNLcSC4?si=rTrm…
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Low Risk Rules retweeted
📈Entrepreneurs take risks to build wealth. But protecting that wealth requires a different mindset. Bruce talks with wealth manager/author Geoff Saab @LowRiskRules about low-risk investing, the hidden cost of fees & why “prestige” investments and illiquid assets can quietly erode returns. Watch 👇 youtu.be/LVSHmNLcSC4?si=rTrm…
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Low Risk Rules retweeted
S&P Futures -1.5% Nasdaq Futures -1.5% Bitcoin -1.6% My Private Credit marks 0%
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Low Risk Rules retweeted
Today on Moolala, @SXMCanadaTalks 167 √ Janel Abrahami: Career Minimalism √ David Mak @Wealthsimple: Stock Lending √ Jon Shell: Employee Ownership Research Initiative √ Geoff Saab: @LowRiskRules book
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