Let’s open with one of the most pertinent and eloquent retirement philosophers and life coaches – former heavyweight boxing champ Mike Tyson. “Everyone has a plan until they get punched in the face” offers the pugilist who likely had the most devastating knockout punch in the history of fisticuffs. Most retirees have a plan. Most […]
Low volatility outperforms in Canada, again. Plus the Sunday Reads.
It should be of no surprise to readers that BMO’s Low Volatility ETF (ticker ZLB-T) is greatly outperforming the TSX in 2025. The ETF is designed to outperform during times of market volatility. ZLB is rising to the occasion once again. As I have long suggested it might be the best core Canadian equity ETF […]
Don’t avoid U.S. stocks. Embrace a global portfolio.
We all know that Canadians are up in arms (well, elbows are up to be more specific) over President Trump’s strategy to destroy Canada, economically. There is a national wave of pride that says ‘Buy Canadian’ and avoid most anything produced in the U.S. More Canadians refuse to cross the border as well, tourism to […]
Managing risk in the age of uncertainty.
OK, the headline could be accused of being an oxymoron. The future is always uncertain. This age is just like the last age, and the age before that. There’s always “stuff” to be worried about. That said, you can’t blame Canadians, Mexicans, Panamanians and Greenlanders for thinking that 2025 brings a certain level of risk […]
Bonds get no respect. On the Sunday Reads.
Bonds are the Rodney Dangerfield of the investment world. They get no respect. Dangerfield was an American comedian, known for his self-deprecating one-liner humour, with his catchphrase “I get no respect!” Bonds don’t get a lot of respect or love these days. Bonds are supposed to keep an eye on the stock markets and provide support […]
Canada makes the cut on the Sunday Reads.
The Bank of Canada made another big 50 bps (0.50%) rate cut this past Wednesday. Our economy is weak (to be kind), and massive numbers of mortgage holders will face a rate reset in 2025 and 2026. We can’t afford any additional weakness that rate cuts are designed to create. Inflation is well under control […]