Canadian economist David Rosenberg is known as a perpetual bear. That framing is a little unkind. Let’s just say Mr. Rosenberg is always cautious and is more than aware of the many risks. But certainly he will dwell or concentrate on those risks. We might think that it is the job of the economist to […]
Rebalancing your portfolio during violent stock market corrections.
In March we experienced the quickest 30% market correction in history. Of course stocks went on to fall more than that 30% figure. And during that period the bond markets also started to fail. We had swings of 7% or more on a daily basis, for both stock and bond ETFs. It was enough to […]
The Balanced Portfolio barely felt a thing in this pandemic.
It’s been a wild ride for the stock and bond markets. But if we step back and look at the performance over the last year, the traditional Balanced Portfolio is in positive territory. If you’d been living under a rock and did not check your portfolio statement for a couple of months, you might think […]
How is your portfolio holding up? How are you holding up?
It’s possible that you haven’t looked at your portfolio. It’s possible as well that you haven’t looked in the mirror. To not look at your portfolio might be a good strategy. I’ve heard from a few readers who offer that they will not look, just yet. But it’s certainly important to be aware. Your portfolio […]
A look at Tangerine Portfolio performance.
Yes, it’s that time of year when we see performance updates. We are are also bombarded with mostly useless ‘picks’ and projections for the future. That’s also known as guesswork. All we know is the past. And ironically, almost all investment decisions are based on the past and present. Yes, we can learn from the […]
The New Balanced Portfolio.
I recently asked if it was curtains for the traditional balanced portfolio. The post was in response to a few reader questions and concerns. We don’t know the future, but I would hold the opinion that a traditional balanced portfolio will still get the job done. That said, there are a few moves that we […]