Today we’ll begin a new series where we’ll show the process of investors moving out of high fee mutual funds and into some sensible low-cost ETF portfolio solutions. A few readers have stepped up to offer their real-live scenarios. They feel trapped in mutual funds and offer that they’re not sure how to make the […]
Why do we talk about inflation? The Sunday Reads.
It is a good question, why do we talk about things that are out of our control? It is often said (wisely) that an investor should concentrate on what she can control. We can control many important components such as our asset allocation (risk level), how much we invest, the fees we pay, the taxes […]
Checking in on the Canadian wide moat portfolio.
It’s a trade off. I hold a concentrated portfolio of Canadian stocks. What I give up in greater diversification, I gain in the business strength and potential for the companies that I own to not fail. They have wide moats or exist in an oligopoly situation. For the majority of the Canadian component of my […]
We’re buying U.S. stocks on the Sunday Reads.
The over-valuation of the U.S. stock market is one of the major investment themes (and truths) of the day. If history repeats, the U.S. stock market funds, and many U.S. stock portfolios will find it difficult to eke out any real return (that factors in inflation) over the next several years or decade. Another theme […]
Pipelines delivering the dividends, on Sunday Reads.
My two longest continuous stock holdings are Enbridge and TC Energy, formerly TransCanada pipelines. I’ve held them for 15 years or so. That’s not necessarily a long time period for an investor, but my personal investment history is quite short. I was essentially wiped out by a business ‘partner’ at age 30. I had to […]
Everyone’s thinking of retiring, on the Sunday Reads.
It’s just a coincidence perhaps. But much of my blog and reads for the week research landed on that retirement theme. Everyone’s thinking of retiring or writing about retirement. And why not? That is a big end goal for most of us; some form of financial freedom. This Sunday Reads post offers a nice slice […]