This week I returned to my the column that I previously penned for MoneySense – Making Sense of the Markets. No I did not lose my senses and return to a regular gig, I am filling in for Kyle Prevost who has done a wonderful job after taking over the weekly task. I will also […]
Fidelity adds bitcoin to balanced portfolios on the Sunday Reads.
Bitcoin continues on the path to greater mainstream acceptance as a core portfolio asset. This week, Fidelity added modest bitcoin exposure to their all-in-one asset allocation ETFs. The bitcoin weighting is at 1%, 2% or 3% depending on the portfolio risk level. These ETFs might be a way to dip your toe into some bitcoin […]
The investment battle of 2022 on the Sunday Reads.
2022 will hopefully be the year that ends the pandemic. And that may happen towards the front end of the year. But the pandemic to endemic stage may not be the biggest ‘story for the year’. 2022 is shaping up as a year with solid economic growth and earnings prospects. A very good year may […]
Strong Canadian ETF flows and more thoughts from the week.
We saw very strong ETF flows for May. Canadian investors continue to add to a wide array of asset classes. There was continued strength in the one ticket asset allocation ETFs. And surprisingly to many, even though bitcoin and other cryptocurrencies continue to take it on the chin, Canadians continue to move monies to this […]
The Sunday Reads. Scarcity cred, from David Bowie to Babe Ruth.
My recent MoneySense column stars David Bowie. He was much more than a music visionary. It’s almost as if David Bowie could see the future. He was a creative business man as well offering the Bowie Bonds that allowed him to buy back his music rights, as investors then profited from the success of his […]
The Permanent Portfolio.
The traditional balanced portfolio is built for the current economic environment. It is built upon the premise, or guess, that we will remain in a disinflationary environment. It is all that today’s investor has known. In a disinflationary environment US and Canadian stocks and other developed markets perform well. US and Canadian bonds perform well. […]