I am still working through some of the portfolio updates. I will try to finish that off this week, including the retirement portfolio models. This week we can take a look at the Beat The TSX Portfolio, Wide Moat, energy dividends and model portfolios on Justin Bender’s blog. We also look to Vanguard’s VRIF and […]
Are dividend investors leading the charge? The Sunday Reads.
Where have all of the investors gone? It’s no surprise that “advised” Canadian mutual fund investors have been bailing on the wealth building thing. Most of them are sold high-fee funds and see little or no advice. They lose out on two counts. And in 2022 even ETF investors have largely bailed on buying growth […]
What the heck has been going on? The Sunday Reads.
I was back Making Sense of the Markets for MoneySense as Kyle is away on a wonderful family vacation. I offered a wrap on the inflation fight and the market reaction. Stock markets had a very strong week, but it was much ado about nothing. Central bankers confirmed plans that were already announced, but it […]
The core ETF portfolios have delivered over the last several years.
It’s easy to build a core ETF portfolio. And Cut The Crap Investing offers portfolio construction examples, with models available at various risk levels. By building an ETF portfolio you can hold a superior portfolio compared to actively managed mutual funds. You’ll also cut your fees by some 90% or more. Fees are an incredible […]
U.S. inflation “cools” as stock markets rip on the Sunday Reads.
Stocks surged on Thursday with their best day since 2020 after a key inflation indicator came in softer than expected. The S&P 500 was up 5.5% while the Nasdaq Composite was 7.3% higher. It was the biggest percentage jumps for the S&P and Nasdaq since spring 2020. Canadian stocks were up almost 3%. The Consumer Price Index, a key inflation gauge, […]
Building the big dividend retirement portfolio with defensive Canadian ETFs.
There are a few reasons to play defense. A retiree or near retiree can benefit from less volatility and a lesser drawdown in a bear market. If your portfolio goes down less than market, and there is a greater underlying yield, that lessens the sequence of returns risk. You have the need to sell fewer […]