The beat the TSX portfolio (hypothetical ticker BTSX) has a wonderful longer term habit of beating the market. The strategy is dead simple. BTSX will simply hold the top ten yielding stocks from the TSX 60. It will change the constituents (holdings) on the first trading day of each year, and it will continue to […]
Finding purpose in retirement, on The Sunday Reads.
The theme of this week’s Sunday Reads is courtesy of The Maple Money podcast and Mark Seed of the My Own Advisor blog. In this episode of Maple Money podcast Mark offers his thoughts and framing on FIRE – financial independence and retire early. Mark prefers the more honest and representative (of reality) FIWOOT – […]
The inflation watch for investors.
One of the biggest risks to stocks is bonds. The great fear is inflation and a rising rate environment that might come along for the ride. But as I discussed in my most recent MoneySense post, a rising rate environment might not necessarily accompany inflation. After WWII, we had some meaningful inflation and rates stayed […]
More mutual fund crap on Weekend Reads.
OK, there’s good news and bad news on the Canadian mutual fund watch. The good news is that Ontario has joined the rest of the Provinces to ban DSC or deferred service charges. A DSC fund will charge you a hefty fee of up to 7% if you want to sell your fund within a […]
Ditching your Canadian mutual funds on Weekend Reads.
Why am I here? Not in an existential pondering as in why am I here on this earth. But why am I here on this blog and here, on the internet? Why? To help Canadians find a better way and a simpler and more cost effective way to build wealth. And mostly the mission has […]
Pumped up earnings and tax threats, on Weekend Reads.
It’s early in the US earnings season, and it’s likely tis the season for earnings beats and upward revisions. From my MoneySense weekly, “With less than 10% of the S&P 500 having reported, results are strong and have boosted the blended consensus for first quarter year-over-year earnings growth to nearly 31% from 25%.” That’s more […]