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Modern Investing Techniques

Modern Investing Techniques

AI-Powered Market Intelligence

Weekdays ~12 min

Modern Investing Techniques is a daily investing podcast using AI analysis and modern tools to identify opportunities, track simulated trades, and teach strategies that aim to outperform index fund returns. Focused on Canadian and US markets.

For active investors who want to go beyond buy-and-hold — using AI, modern platforms, and data-driven strategies.

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About Modern Investing Techniques

Modern Investing Techniques is a daily investing podcast using AI analysis and modern tools to identify opportunities, track simulated trades, and teach strategies that aim to outperform index fund returns. Focused on Canadian and US markets.

Hosted by Patrick in Vancouver. Each episode covers market analysis, a strategy spotlight, AI-selected practice trades with real performance tracking, and tools to sharpen your investing edge.

Resources & Further Reading

Canadian Investing Platforms

Wealthsimple Trade
Commission-free trading for Canadian stocks, ETFs, and crypto — TFSA/RRSP/FHSA supported
www.wealthsimple.com/en-ca/product/trade/
Questrade
Canada's largest independent online brokerage — free ETF purchases, low stock commissions
www.questrade.com
Interactive Brokers
Professional-grade platform with the lowest margin rates — access to global markets
www.interactivebrokers.ca
National Bank Direct Brokerage
Commission-free stock and ETF trading from a Big 5 bank — TFSA/RRSP accounts
nbdb.ca

Market Research & Analysis

TradingView
Advanced charting, technical analysis, screeners, and a massive community of traders sharing ideas
www.tradingview.com
Seeking Alpha
In-depth stock analysis, earnings call transcripts, and quantitative ratings
seekingalpha.com
Finviz
Free stock screener, heatmaps, and market overview — essential for finding trade setups
finviz.com
Yahoo Finance
Free real-time quotes, financials, analyst ratings, and portfolio tracking
finance.yahoo.com

Learning & Strategy

Investopedia
The most comprehensive investing education resource — from basics to advanced strategies
www.investopedia.com
Canadian Couch Potato
Index investing strategies for Canadians — the benchmark to beat with active strategies
canadiancouchpotato.com
Rational Reminder
Evidence-based investing from PWL Capital — academic research meets practical Canadian advice
rationalreminder.ca
Ben Felix (YouTube)
Factor investing, portfolio theory, and Canadian tax optimization explained brilliantly
www.youtube.com/@BenFelixCSI

Canadian Tax-Advantaged Accounts

TFSA Guide (CRA)
Official CRA guide to Tax-Free Savings Account — contribution limits, rules, and eligibility
www.canada.ca/en/revenue-agency/services/tax/individuals/topics/tax-free-savings-account.html
RRSP Guide (CRA)
Official guide to Registered Retirement Savings Plans — contribution room, deductions, withdrawals
www.canada.ca/en/revenue-agency/services/tax/individuals/topics/rrsps-related-plans.html
FHSA Guide (CRA)
First Home Savings Account — the newest tax-advantaged account for first-time homebuyers
www.canada.ca/en/revenue-agency/services/tax/individuals/topics/first-home-savings-account.html
Wealthsimple Tax
Free Canadian tax filing — auto-imports slips, tracks TFSA/RRSP contributions
www.wealthsimple.com/en-ca/product/tax/

Recommended Tools

Free tier
TradingView
Advanced charting, screeners, alerts, and technical analysis — the gold standard for active traders
 Free
Wealthsimple Trade
Commission-free Canadian trading — stocks, ETFs, crypto in TFSA/RRSP/FHSA accounts
 Free
Finviz
Stock screener, heatmaps, and market overview — find setups based on technicals or fundamentals
 Free
Yahoo Finance
Real-time quotes, portfolio tracking, earnings calendars, and analyst estimates
 Free tier
Seeking Alpha
Deep stock analysis, quant ratings, earnings transcripts, and dividend data
 Free tier
Portfolio Visualizer
Backtest portfolios, optimize asset allocation, and analyze historical factor returns

Key Concepts

Are the trades real?
No — all Practice Investment picks are simulated. We track them as if we invested $1,000 per trade using real market open/close prices, but no actual money is involved. This is purely educational. The podcast is not financial advice. Always do your own research before investing real money.
What is a TFSA?
A Tax-Free Savings Account is a Canadian registered account where all investment gains — dividends, interest, and capital gains — are completely tax-free. In 2026, the annual contribution limit is $7,000, with cumulative room of $102,000 if you've been eligible since 2009. It's the most powerful wealth-building tool for most Canadians because you never pay tax on withdrawals.
What is an ETF?
An Exchange-Traded Fund is a basket of investments (stocks, bonds, etc.) that trades on a stock exchange like a single stock. ETFs like VFV (S&P 500), XEQT (global equities), or VGRO (balanced growth) let you diversify across hundreds of companies with a single purchase. They typically have much lower fees than mutual funds — often 0.05-0.25% per year vs 2%+ for mutual funds.
What does 'outperform index funds' mean?
Index funds like the S&P 500 (which returned ~10% annually over the last century) are the benchmark. 'Outperforming' means earning higher returns through active strategies — momentum trading, sector rotation, value picks, or options. Most active managers fail to beat the index over 10+ years, which is why we track our simulated trades honestly. The goal is education: understanding WHY strategies work or fail.
Is this show financial advice?
No. Modern Investing Techniques is for educational and entertainment purposes only. We discuss strategies, analyze markets, and track simulated trades to help you learn — but we are not licensed financial advisors. Your financial situation is unique. Before making investment decisions, consider consulting a fee-only financial planner, especially for tax-advantaged account strategies (TFSA/RRSP/FHSA).
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