EWC: A Year Ago I Turned Cautious Canadian Equities - That Was A Mistake (Rating Upgrade)

Group 1 - The investor has 15 years of experience in financial services, focusing on macro trends and identifying undervalued sectors such as metals, gold, and crypto [1] - The investor has transitioned from New York to North Carolina, indicating a diverse geographical experience in the financial sector [1] - The investor emphasizes the importance of diligent saving and investing, showcasing a personal success story of growing a modest initial amount into a seven-figure investment account [2] Group 2 - The investor maintains an updated portfolio that includes a variety of funds, stocks, and sectors, which is shared with followers [3] - The portfolio includes broad market ETFs like DIA, VOO, QQQM, and sector-specific funds such as XLE and VPU, indicating a diversified investment strategy [3] - The investor also engages in alternative investments, including Bitcoin and gold, and specializes in macro analysis within the CEF/ETF Income Laboratory, targeting safe and reliable yields [3]