Bonds may be the adult in the room, but they are certainly afraid of inflation. Bonds usually do their thing – they go up when stock markets get hit hard. They provide ballast. During periods of expected high inflation, or during rising inflation bond prices go down. That can create and contribute negative returns. The […]
What to do about your stocks that are flying high, on the Sunday Reads.
It was a tumultuous week for the U.S. markets. And it’s been a wobbly 2026. U.S. stocks are down over the last week, month and year-to-date. Of course, Canadian and International equities greatly outperformed the U.S. market in 2025. The U.S. Dollar has been in ‘free fall’ as well. We keep hearing about the ‘great […]
Are these the best investment portfolios for Canadians? Check out the performance of the asset allocation ETFs.
The Canadian asset allocation ETFs continue to shine. And their popularity continues to surge. In fact, iShares all-equity asset allocation ETF, ticker XEQT, is now in the top ten for Canadian ETF holdings. There are legions of fans who are entirely devoted to this wonderfully simple and effective ETF. “Just XEQT and chill” they chant. […]
Why did BMO’s Low Volatility ZLB ETF stop outperforming?
When putting together a Canadian stock portfolio one could argue that there is no better approach than low volatility. That’s what Norm Rothery’s research shows. And from inception, the BMO Low Volatility ZLB has outperformed the TSX (Canadian equities market) by a very wide margin. But that outperformance reversed course with the arrival of the […]
A look at the Beat The TSX Portfolio and wide moat portfolio performance. Plus, the Sunday Reads.
Canadian blue chip stocks beat the market. OK, they crush the market historically. That’s good news for Canadian investors who build their own stock portfolio. We just have to buy enough of ’em and get out of our own way. Of course, we’ll need to invest within our risk tolerance level and diversify geographically. Exchange […]
Canadian oil and gas investing, utilities and pipelines. Plus, the Sunday Reads.
It is so Canadian to enjoy a healthy dividend. Investing in oil and gas stocks is also as Canadian as needing to wear a toque in October or stopping at Timmie’s before heading off on a road trip. We have a resource-based economy and many investors have learned to embrace our dominant sectors. And of […]