The good news for Canadians who build their own stock portfolios is that if you simply buy enough of those blue chip companies, and then get out of your own way, you’ll likely be a very successful investor. At least on the Canadian equity front. Research shows that big ‘boring’ blue chip stocks outperform the […]
Retirement funding at four risk levels over the last 10 years.
On Twitter/X this past week I shared a chart that showed the performance of three retirement portfolios, at three different risk levels. The time frame for the Cut The Crap Investing core ETF portfolio models was the last 10 years. I asked “what do you notice?”. The main observation was that the balanced portfolios worked, […]
Defensive stocks take on tariffs, on the Sunday Reads.
The year 2025 offered the third bear market for U.S. stocks in the last 6 years. That is surprising in itself. Canadian stocks didn’t go into a bear market but they did fall by near 13%. The good news for readers of this blog is that Canadian defensive stocks rose to the occasion. South of […]
Dividends feel good, but they don’t contribute to wealth creation.
It was nice to see a prominent dividend investor in Canada’s national newspaper ‘come clean’ about dividends. John Heinzl has a dividend portfolio that he tracks for readers of the Globe & Mail where I am a subscriber. I’ve dropped the truth about dividends (bombs for dividend devotees) in the investing comment sections a dozen […]
Canadian stocks move to all-time highs on the Sunday Reads.
On Twitter I was asked what the heck is going on. “I don’t get it” offered a follower and blog reader. The Canadian economy is entering a rough patch, things are supposed to get much worse, and Canadian stocks are surging higher. In fact, the TSX Composite just reached an all-time high. More proof, that […]
Bell finally cuts its dividend, on the Sunday Reads.
It was invevitable. Bell Canada (BCE) was paying a massive dividend with money it did not produce from operations. Paying an unsupported dividend, and most would say irresponsible dividend, was not good for the balance sheet. It was not good for investors either. As many of us had begged – do the responsible thing and […]