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 […]
Our U.S. and Canadian stock portfolio, on the Sunday Reads.
In this post I’ll offer up charts on our U.S. stock portfolio and the Canadian stock portfolio. And I’ll put them together so that we can see how they work together. The total portfolio was designed to be retirement-ready. The fact that it beats the market benchmarks is a welcome surprise. At the core of […]
What stocks and ETFs are you buying? On the Sunday Reads.
I’ve posted the above question on Twitter, on Seeking Alpha, in emails and texts. What are you buying? We are having a solid correction in stocks, REITs and bonds. Assets are going on sale. And sure, stocks could go lower. Bond yields could go higher (lowering bond prices). The thing is, no one knows how […]
Living off of the dividends? You gotta sell shares to not sell yourself short.
It is the most popular rallying cry for self-directed investors in Canada and the U.S. – I plan to “live off of the dividends”. Or in retirement – “I am living off of the dividends”. The notion leaves money on the table in the accumulation stage and living off of the dividends leaves a lot […]
Big Canadian banks, value stocks rule and the big Fed divot on the Sunday Reads.
It was an exciting week in the markets. Most of the big Canadian banks reported earnings, with mixed results. That said, the Canadian consumer and banks are holding up quite well considering the economic tremors that many feel. The earnings represent the state of the nation for the period ending June 30. Ongoing rate hikes […]
Building the retirement stock portfolio on the Sunday Reads.
It was a long time in the making, but I recently finished and posted the stock portfolio for retirees, on Seeking Alpha. It uses an all-weather portfolio approach but only puts stocks to work. Stocks are arranged by sector to perform in certain economic environments. Stocks and REITs will have to step up to do […]