What’s up with balanced portfolios in 2022? Well, they’re down, that’s what’s “up”. Yes stock and bonds can fall together. Bonds don’t appreciate a rising rate environment. Remember, as bond yields increase bond prices fall. They are inversely correlated. A 5-year bond yielding 1.0% is not as attractive as a recently-released 5-year bond paying 2%. […]
Finding dividend growth tech stocks, on the Sunday Reads.
In early 2015 I sold our U.S. Dividend Achievers index ETF and bought (skimmed) 15 of the largest cap holdings. The goal of investment strategy is greater portfolio stability with the potential of outperformance. The index insists on at least 10 years of dividend growth, it also applies financial health screens. The index ETF (ticker […]
The 2021 returns for ETF portfolios.
The year 2021 was the first full year of the pandemic. Most of us continue to be surprised that a pandemic turned out to be the best thing that could happen to stock markets. Of course, the stock market rally has been fueled by record amounts of fiscal stimulus (government support) and low interest rates. […]
Investors take a breather, on the Sunday Reads.
The stock markets have had quite the run to say the least. And we have not even had a 5% correction since the Toronto Maple Leafs won the Stanley Cup. I’m exaggerating, it’s only been a few hundred days since we’ve had a 5% or more U.S. stock market correction. Perhaps the next real market […]
A look at Tangerine portfolio performance for 2020.
Tangerine is the leading online bank in Canada. With Tangerine you can get most everything you want or need out of a core banking experience, and you can do so by paying no fees. That’s right – zero fees. That is a a great option compared compared to forking over $20, $30 or more per […]
Introducing the Tangerine Global ETF Portfolios.
Tangerine has launched three ETF Portfolios. With management fees of .65% the Tangerine ETF Portfolios will compete with the Robo Advisors that also use ETFs. As readers may know, I was an investment advisor with Tangerine Investments for over 5 years, from 2013 and into 2018. I had long suggested (begged) that they find a […]