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 […]
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 […]
Our U.S. stock portfolio on the Sunday Reads.
Almost 10 years ago I packed in our U.S. ETFs and built a stock portfolio. It’s a public portfolio and it constitutes the bulk of our (for my wife and I) U.S. RRSP investments. Due to a spin off and merger the portfolio is now 20 stocks. The strategy was to build a portfolio that […]