In the penultimate video of our Investment Series, Som Seif and John O’Connell give advice to a viewer who asked how to position his portfolio for a rising interest rate environment in an expensive stock market.

They discuss active strategy, short duration bonds, international and emerging market investments, value vs. growth, and examining your risk tolerance for a possible 20-30 per cent drop in the major stock indices.

Related videos:

Part One: How “Relentless” Inflows & Speculation Are Distorting Prices

Part Two: Investing or Gambling? What to Know About Risk, Robinhood & Gamification

Part Three: How to Build a Portfolio

Part Four: How to Mix Stocks with Tactical ETFs & Why Bonds Are an “Awful” Investment

Part Five: How to Zig When the Market Zags to Get Downside Protection

Part Six: Why a 60/40 ETF is the “Stupidest & Worst” You Could Buy Right Now

Part Seven: Investor with $2 Million Gets Advice on How to Find An Advisor

Part Eight: Learning the Hard Way Investing is Not Gambling

Part Nine: Why the Unwinding of the Credit Bubble “Will Not Be Pretty”