Happy Easter Sunday to those who recognize the day. And perhaps we can all share in the spirit of renewal and hope. In Ontario, the sun is shining. The grass is greening up. I look longingly at the garden. I look forward to digging in the dirt. Green shoots are to come; I already see some hostas poking through. Other small greenery that I cannot name is making an appearance. The spirit of optimism reigns on The Sunday Reads.
In case you missed it yesterday I offered a look at the first quarter returns for Canadian investors. You’ll see portfolio model returns and the returns for core and select assets.
For US readers I posted this on my Seeking Alpha blog, why US investors might consider Canadian stocks.

And look at that Canadian outperformance during the tail end of stagflation, when most everything failed.

And while we’re on geographic diversification check out this long term chart comparing US stocks vs International developed markets. That is some surprising non correlation.

And of course, don’t forget developing markets. That is certainly where they keep the favourable demographics. On that, demographics is destiny.
Will we see a roaring 20’s?
This is a fascinating consideration. We’re in the 2020’s, we’re coming out of a pandemic (hopefully). The roaring 20’s of the 1920’s occurred after the conclusion of the Spanish Flu. There are certainly many similarities. The desire to be free and for experiences is incredible. We all want to cut loose. We want to travel and socialize.
There’s a lot of pent up everything.
But on the other side of the coin, 2020 is nothing like 1920.
Bob on Tawcan offers an interesting post on the potential of a roaring 20’s. I tweeted my two cents …
It is the one year anniversary for the Banker on Wheels blog. That is a fantastic resource of course, and it shows up regularly on Cut The Crap Investing.
And speaking of fantastic, here is The Sunday Investor Newsletter. Is it time to rebalance in these volatile times? I’m not touching our energy stocks, just yet.
The 2021 ETF All Stars.
I am more than happy to be back as a panelist for the 9th edition of The Best ETFs in Canada for 2021, on MoneySense. I’ll be back with a dedicated post on this site, on the Best ETFs.
On Findependence Hub, from John DeGoey, what about the bond market?
Recently on MoneySense and on this site I had discussed the bond barbell that might include a shorter term bond ladder. I found this incredible chart, from Crestmont Research. That is a wonderful resource for bond ‘stuff’.
Look at that 5-year bond ladder climb the scary rising rates during the period of stagflation. Once again, short for rising rates, long for stock market risk.

Related post – The Permanent Portfolio.
There are 5 very solid stock picks on My Own Advisor courtesy of Mat and Dan at stocktrades.ca. Play some trends, get that inflation hedge.Â
How much does it cost to live in London? Thanks to eatsleepbreathefi for that post. I miss England. I’ll be back soon, but grabbing a free bed with relatives. It will cost me a few Guinness.
On stocktrades.ca a look at blockchain ETFs.
On the Maple Money podcast, with Chris C Belchamber how to know your risk and invest like the best.
And a more than interesting topic from Mike The Dividend Guy – is renewable energy in a bear market? That is the future, but did it get too expensive? Or perhaps investors want real earnings?
On the EV and battery front, I’m still looking to add to my BATT ETF. I like undeniable and obvious trends for my explore money.

And last but not least, the US Dividend Aristocrats are back to beating the market. That’s what they do. You’ll find those Aristocrats on the Model ETF Portfolio page.
My 9 US Dividend Aristocrats are beating the Aristocrat index 🙂
Thanks for reading, don’t forget to drop by the comment section.
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Dale
Hi Dale,
Thanks for the great posts, I am learning much about investing.
I was wondering if you could offer a perspective on my situation. I made the switch away (a few month back), from holding Mutual Funds through a bank advisor, to setting up a brokerage account, liquidating my MF’s and beginning to set up an ETF portfolio. I invested half of my money and then thought to wait on investing the remaining as I read so much about an impending correction coming in the market (with so much seemingly over valued). Aside from some small changes, it hasn’t come yet & now I am getting worried it won’t happen and perhaps I have waited too long to offset the benefits . Any thoughts on best moves at this point?
Thanks
Geoff
Hi Geoff, I’m so glad to hear that you are getting something from the posts.
Ya, it’s more than difficult (Ok impossible) to time the markets.
Are you in an all stock or stock-heavy portfolio?
If you were more balanced I would not worry about it. The rebalancing will take care of any stock correction.
I’m happy to help.
Dale