For U.S. stocks, my wife and I hold 17 Dividend Achievers, plus 3 stock picks. In Canada, I hold the Canadian Wide Moat 7, while my wife holds a Canadian High Dividend ETF – Vanguard’s VDY. There is also a modest position in the TSX 60 – XIU. The U.S. and Canadian stocks both outperform […]
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 […]
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%. […]
No longer making sense of the markets. Plus, big dividends for big returns.
I have submitted my last column for Making Sense of the Markets. For almost two years I have scanned the headlines, listened to many economists, observed past market trends to try and make sense of it all. It has been an exciting journey. And what an incredible learning experience. There was never a dull week. […]
The Russcession is coming!
There is a growing chorus that the invasion of Ukraine will lead to a global recession. The economic destruction and inflation that is being unleashed is formidable. We have spiking oil prices. Oil spikes cause recessions. Throw in the fact that central banks have to increase rates (tighten) into an already slowing economy and the […]
How to invest this 2026 RRSP season.
Canadians are turning their attention to investing as the deadline looms for making an RRSP contribution. When you contribute to your RRSP (Registered Retirement Savings Plan) you can lower your income taxes owed, the funds then grow tax free. It’s more than a good deal. You might contribute enough to your RRSP to generate a […]






