In my wife’s personal RRSP account she held the Vanguard VDY-T ETF. It had outperformed the TSX Composite by about 1% annual. We can thank the financials overweight for that. The Canadian financials XFN-T and the Canadian banks ZEB-T have a long history of outperformance. In June of 2023 we moved to a Canadian blue […]
The blazingly simple portfolio shines in a Canadian’s TFSA.
In 2010 the Globe & Mail offered a simple Canadian stock portfolio idea. It was also called the Canadian Essentials Portfolio. The portfolio concept was courtesy of political science professor Mike Henderson who singled out the companies for the essential roles they play in the Canadian economy. He identified the companies in the year 2000 […]
Canadian stock portfolios on the Sunday Reads.
The good news for Canadians who build their own stock portfolios is that if you simply buy enough of those blue chip companies, and then get out of your own way, you’ll likely be a very successful investor. At least on the Canadian equity front. Research shows that big ‘boring’ blue chip stocks outperform the […]
Dividends feel good, but they don’t contribute to wealth creation.
It was nice to see a prominent dividend investor in Canada’s national newspaper ‘come clean’ about dividends. John Heinzl has a dividend portfolio that he tracks for readers of the Globe & Mail where I am a subscriber. I’ve dropped the truth about dividends (bombs for dividend devotees) in the investing comment sections a dozen […]
Bell finally cuts its dividend, on the Sunday Reads.
It was invevitable. Bell Canada (BCE) was paying a massive dividend with money it did not produce from operations. Paying an unsupported dividend, and most would say irresponsible dividend, was not good for the balance sheet. It was not good for investors either. As many of us had begged – do the responsible thing and […]
Checking in on Canadian portfolios on the Sunday Reads.
Canadian stocks are hanging in there, all considering. In the early stages of a global trade war with Canada as a main target, the Canadian equity market is outperforming U.S. stocks, and the Canadian Dollar is outperforming the U.S. Dollar in 2025. With international equities outperforming U.S. equities it’s no suprise that we can make […]