It’s a trade off. I hold a concentrated portfolio of Canadian stocks. What I give up in greater diversification, I gain in the business strength and potential for the companies that I own to not fail. They have wide moats or exist in an oligopoly situation. For the majority of the Canadian component of our […]
We’re buying U.S. stocks on the Sunday Reads.
The over-valuation of the U.S. stock market is one of the major investment themes (and truths) of the day. If history repeats, the U.S. stock market funds, and many U.S. stock portfolios will find it difficult to eke out any real return (that factors in inflation) over the next several years or decade. Another theme […]
Pipelines delivering the dividends, on Sunday Reads.
My two longest continuous stock holdings are Enbridge and TC Energy, formerly TransCanada pipelines. I’ve held them for 15 years or so. That’s not necessarily a long time period for an investor, but my personal investment history is quite short. I was essentially wiped out by a business ‘partner’ at age 30. I had to […]
Everyone’s thinking of retiring, on the Sunday Reads.
It’s just a coincidence perhaps. But much of my blog and reads for the week research landed on that retirement theme. Everyone’s thinking of retiring or writing about retirement. And why not? That is a big end goal for most of us; some form of financial freedom. This Sunday Reads post offers a nice slice […]
The ETF model portfolios in 2021.
The first half (H1) of 2021 is in the books. It’s no surprise that as we look to the other side of the pandemic, investment returns are robust. Economies are opening up in North America and around the globe. Earnings are improving. Business leaders and consumers are in a good mood. Investors are going along […]
A look at the Canadian stock market on Canada Day.
For the first half of 2021 the Canadian stock market outpaced markets in the developed world. Canadian stocks are up over 17%. Our stock market is well positioned for any inflationary environment or what they call the reflation trade. The TSX is one of the most economically sensitive global indices in the world. Inflation-sensitive (or […]