When it comes to sectors, energy is the most useful inflation fighter. In fact it is the only sector that has delivered positive real returns across every inflationary period, looking back some 100 years of stock market history. Energy stocks also delivered incredible returns during the stagflationary period of the 1970’s and into the early […]
Making the most of market corrections on the Sunday Reads.
There are two sides to stock market corrections. In this post we’ll take a historical look at the length and degree of the drawdowns. We’ll also look to the great potential of investing through the corrections. The long term returns you receive might be the greatest at and near the market bottoms. Meaning the worse […]
Market corrections and bonds on the Sunday Reads.
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%. […]