This week I penned on the US Dividend Aristocrats. That’s a group of S&P 500 constituents that have increased their dividends every year for 25 years (or more). In Canada, we’re not so picky, the Canadian Aristocrats are companies that have increased their dividends for 5 years or more. For a backgrounder on these Canadian […]
The Dividend Aristocrats in Canada and the US.
The Dividend Aristocrats may form the bedrock of dividend growth investing in the US. Many investors trust the divining rod of a meaningful dividend growth history. It takes an incredibly successful company to make its way into the venerable S&P 500 index. For a company to then be able to increase its dividend every year […]
A look at the BMO Low Volatility ETF and mutual fund.
In 2019 BMO introduced a mutual fund option for their Canadian low volatility index. That ‘s thanks to the popularity of the BMO Low Volatility ETF – ticker ZLB. That fund has an incredible history of beating ‘the market’ and also delivering much better risk-adjusted returns. Think of it as winning by losing less. While […]
Canadian Robo Advisor Justwealth hits the spot with customer satisfaction.
At the ballpark, I recently ran into James Gauthier, the partner and Chief Investment Officer at Canadian Robo Advisor Justwealth. I did not literally run into James on the ball diamond, we were both in attendance to watch our boys compete in the 18u Provincial Championships. But of course, I soon turned the conversation to […]
Say goodbye to your Canadian home bias.
Investors around the globe are known to invest with a home bias. That is, due to familiarity investors allocate too much to their home country. Canadians will typically hold more Canadian equities compared to US or International equities. Meanwhile Canada represents only 3% of the global economy. And OK, I’ll lead off with my personal […]
Living off of the dividends to create retirement income.
Living off of the dividends in retirement is a popular concept and a very popular approach for many retirees. There is a comfort level that comes with not having to sell shares to produce income. But is it a wise strategy? Or does this leave money on the table? As many of my readers will […]