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The Rational Reminder Podcast · 2026-07-16 · 66 min · 12,484 words

"I Sold 50% of My Portfolio. What Now?" | #418 (AMA)

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This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from three Canadians. We're hosted by me, Benjamin Felix, Chief Investment Officer, Ben Bortellotti, Portfolio Manager, and Ben Wilson, head of M<unk>A at PWL Capital. Welcome back to another A M A episode. Trying to get through the backlog of questions here and We definitely have some good ones in the lineup today. These episodes do really well. The last couple have been some of our best performing recent episodes, so people seem to like them, or at least they seem to watch them. Hopefully they like them.

And it always prompts new content. In the comments, people are asking more new questions to bring up in future AMAs, which is cool. These questions tend to be. Very Practically irrelevant.

As opposed to I think sometimes our topics are maybe a little bit more theoretical. Should we jump in on? Let's do it. Let's go. Alright, I can read the first one.

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