Lower U.S. inflation and Jerome Powell comments gave The Bank of Canada permission to go on a rate cutting frenzy (say experts). The news and numbers in the U.S. was more of a spark north of the border. Canadian stocks were up 2.76% for the week, vs 0.87% for U.S. stocks. International developed nation stocks […]
The Beat The TSX Portfolio skips another beat, while Canadian wide moats rule on the Sunday Reads.
In this Sunday Reads we’ll begin with a look at the first half returns for the Beat The TSX Portfolio and the Canadian Wide Moat Portfolios. The Beat The TSX Portfolio is a pure value play, discovered by those big dividends. The Canadian Wide Moat Portfolio relies on the moats – a lack of competition. […]
A good first half for 2024 on the Monday Reads.
And we’re at the halfway mark for 2024 for sector and stock market performance evaluation. In Canada, it’s energy in the lead with materials coming up the inside looking to challenge. Yup, it’s still inflation fighters leading the way. Interest rate sensitive stocks continue to stumble and trip and cause their owners some considerable stress. […]
We’re retiring during the dot-com crash, on the Sunday Reads.
The 1990’s delivered one of the best decades for investors. It allowed many investors to quickly reach their retirement number. That is, they had enough invested in their portfolios to hopefully create income that could last for 3 or 4 decades. But along came the year 2000 and the start of one of the worst […]
Waiting for rate cuts ‘to work’ on the Sunday Reads.
On the June 2 Sunday reads Canada was bracing for rate cuts. The Bank of Canada did cut rates by 0.25% the following week. We can thank a weak economy and inflation that is under control. Hopefully inflation continues to cooperate. It is expected that the rate cuts will help the economy (over time) and […]
Checking in on our U.S. stocks on the Sunday Reads.
It’s much more fun to check in on the U.S. stock portfolio, compared to our Canadian stocks that’s for sure. That’s where the action is. That’s where the portfolio growth driver lives. I created a U.S. stock portfolio in 2014/2015 and while this was not the goal, the portfolio has bested the S&P 500 by […]