The stock market correction of 2022 has certainly dominated the financial headlines. The Nasdaq has lost about 13% in April, its worst monthly performance since the global financial crisis in 2008. The S&P 500 has fallen 13% so far in 2022, its steepest four-month decline to start any year since 1932. Canadian stocks are down […]
Building wealth is super easy. The super-simple portfolio.
Building wealth should be and can be one of the most rewarding experiences in life. It can be a very simple process as well. We can buy and own the stock markets of the world with the press of one button. That investment would offer fees in the area of 0.20% to 0.25%. You can […]
The inflation-fighting ETF scorecard on the Sunday Reads.
Last Summer, Rob Carrick at the Globe and Mail asked a few major ETF providers to offer up some inflation protection. In a recent post Rob delivered the inflation-fighting ETF scorecard. There are a couple of obvious winners and a few head-scratching ETFs offered up as inflation-fighters. Here’s the inflation-fighting scorecard, plus the Sunday Reads. […]
What’s up with balanced portfolios in 2022?
What’s up with balanced portfolios in 2022? Well, they’re down, that’s what’s “up”. Yes stock and bonds can fall together. Bonds don’t appreciate a rising rate environment. Remember, as bond yields increase bond prices fall. They are inversely correlated. A 5-year bond yielding 1.0% is not as attractive as a recently-released 5-year bond paying 2%. […]
Finding dividend growth tech stocks, on the Sunday Reads.
In early 2015 I sold our U.S. Dividend Achievers index ETF and bought (skimmed) 15 of the largest cap holdings. The goal of investment strategy is greater portfolio stability with the potential of outperformance. The index insists on at least 10 years of dividend growth, it also applies financial health screens. The index ETF (ticker […]
Another look at the defensive sectors in the U.S.
The performance of your stock portfolio will be shaped by your geographic weighting, but mostly by your sector allocation. Certain sectors are more growth oriented. Other sectors are more defensive. Some sectors can prosper during inflation while for others, inflation or stagflation is the kiss of death. On the defensive front, consumer staples, healthcare and […]