In this episode, Simon answers a listener’s question about cash allocation strategies in today’s unpredictable market environment. We explore key questions you should ask when deciding how to allocate cash, such as your liquidity needs and time horizons.

But that’s not all. We shift focus to what's been working in 2024 so far, with a rundown of companies and sectors that have delivered incredible returns, including mega-cap companies with an average YTD performance of 36%. Braden also reflects on his 2023 market outlook, reinforcing the importance of staying invested through volatility. Lastly, we dive into rising savings rates and the increase in consumer debt in Canada, exploring what it means for Canadians’ financial health as they face higher interest rates, mortgage pressures, and increasing delinquencies.

Tickers of Stocks & ETF discussed: CMR.TO, ZMMK.TO, CBIL.TO, UBIL-U.TO, XGB.TO, SHY, TLT, TLH

Equifax Canadian consumer report

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Where to Park Your Cash and Why Canadian Savings Rates Are Surging

The Canadian Investor