The first quarter of 2021 delivered positive returns for most portfolios. The period reflects the optimism of “getting to the other side of the pandemic”. While there will still be challenges and it may not be an easy journey, optimism and hope is wining the day. We also continue to see that great rotation of […]
BMO’s Low Volatility ETF takes on the wide moat portfolio.
I am risk averse when it comes to stock selection. Stocks that have a wide moat or operate in an oligopoly sector, sign me up. And I’ll invest in a fewer number of stocks as the number of wide moat and moat stocks is a select list. It is counterintuitive to many to suggest that […]
The Permanent Portfolio.
The traditional balanced portfolio is built for the current economic environment. It is built upon the premise, or guess, that we will remain in a disinflationary environment. It is all that today’s investor has known. In a disinflationary environment US and Canadian stocks and other developed markets perform well. US and Canadian bonds perform well. […]
The Canadian Dollar and your portfolio.
It looks like the Canadian Dollar is still considered a petrodollar. That is, our dollar is tied to resources and more specifically, oil and gas prices. The price of oil is on a massive run, and the Canadian dollar is going along for the ride. Most Canadian investors will hold US stocks and other US-priced […]
A look at iShares High Dividend ETF, XEI. Built for the Great Recovery.
Spring is in the air (in some parts of Canada, and certainly in much of the US). Vaccines are going into arms. More lockdowns are being lifted. Jobs are being created well beyond expectations. Economic growth is ready to flourish. Planes are ready to take off. Hotels and resorts can’t wait to welcome you, almost […]
The returns for the ETF Portfolios – outlier edition.
I recently looked at the returns for the core ETF Portfolios on Cut The Crap Investing. It was more than a solid year with annual returns in the range of 9.8% to 11.0% for 2020. It was another great year for simple couch potato investing. Simple and cheap worked. Today we’ll look at the returns […]