Stock market analysts call it the stock market rotation. The market makers (mostly fund managers) are rotating out of expensive high-flying tech stocks and moving to companies and sectors that offer more attractive valuations. That is, buying more current earnings compared to paying up for future earnings. Canadian stocks and value stocks in the U.S […]
Creating retirement income from your portfolio.
There is a 4% “rule” that suggests you can start at a 4.2% spend rate of your portfolio value, with annual increases adjusted for inflation. The idea is to create sustainable income that will last 30 years or more. This post looks to a Globe & Mail article (and chart) from Norm Rothery. We’re creating […]
Selling VDY to build a Canadian stock portfolio on the Sunday Reads.
In my wife’s Canadian RRSP account (personal) she held the Vanguard Canadian High Dividend ETF – ticker VDY. It certainly was not held for the big dividends but for the potential of those big dividend sectors to provide some total return outperformance vs the TSX Composite. Held from early 2013, VDY beat the TSX (XIC.TO) […]
Canadian stocks hit an all-time high on the Sunday Reads.
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. […]