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 […]
Calling on the Dividend Aristocrats on the Sunday Reads.
Given that the S&P 500 moved into correction territory this past week, it’s not surprising that every other article or podcast subject matter focuses on defensive stocks. A correction is a 10% decline from the previous peak. The growth oriented Nasdaq 100 was down about 14%. One article that caught my eye focuses on the […]
Playing defense with Canadian utility stocks and ETFs.
The utility sector is known for its defensive qualities, providing a stable investment option in times of market uncertainty. By overweighting defensive sectors, investors can lower the volatility (risk) of their portfolios. Many will refer to Canadian utilities as ‘bond proxies’ due to their steadiness. However, the true strength lies not in the dividends they […]
Why are most dividend ETFs underperforming? Plus, the Sunday Reads.
Canadians are sitting on a mountain of cash. Higher rates for savings accounts and GICs were too juicy too resist. But with rates coming down, these income lovers have been moving funds back to struggling dividend ETFs and their favourite dividend stocks. After a brief period of catch up outperformance, many dividend ETFs are lagging […]
iShares U.S. Quality Dividend ETF is crushing SCHD in 2024, on the Sunday Reads.
The Schwab U.S. Dividend Equity ETF (SCHD) is very popular with dividend and total return investors alike. The fund enjoyed a solid period of outperformance but has slipped in recent years, relative to the S&P 500. That’s no slight on SCHD as most everyone has underperformed the tech-heavy U.S. stock market. And as we enter the […]
What to do with the TC Energy spin-off, on the Sunday Reads.
This week delivered the TC Energy spin-off. The popular Canadian pipeline and energy company split into two parts – natural gas and energy production and the smaller oil pipeline segment. Investors received 0.2 shares for every TC Energy share that they held. What to do with the TC Energy holdings? I’d suggest that if you […]