Warren Buffett is the most successful investor of all time. He is also one of the richest humans on the planet. Mr. Buffett recently retired from his position as CEO of Berkshire Hathaway, he handed over the compounding reigns to Canadian Greg Abel. Berkshire shares rose 5,502,284% (5.5 million percent) during this six-decade, 60-year period. A $1,000 […]
Will Venezuelan oil disrupt the Canadian oil and gas sector?
On January 3rd, U.S. special forces seized Venezuelan President Maduro and his wife. It quickly became apparent that President Trump wanted control of Venezuela’s oil and other resources. Vice President Delcy Rodriguez assumed the powers and duties of acting president. Rodriguez quickly gave in to threats and handed over 50 million barrels of oil to the U.S. Trump has […]
The Beat The TSX Portfolio performance in 2025. Plus, a look at BTSX 2026 companies.
Happy New Year! I thought we’d kick off 2026 with a look at the BTSX Portfolio. As you may know that is a simple market-beating Canadian stock portfolio strategy. The investor holds the top ten highest yields from the TSX 60 index. They rinse and repeat each year. It doesn’t always work but the long […]
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 […]
When to rebalance your stocks in retirement and in the accumulation stage.
Most Canadian Do-it-yourself (DIY) investors are hybrid. They own a basket of Canadian stocks and largely manage U.S. and international diversification by holding ETFs. The ETFs are managed for you; that means the holdings (stocks and bonds) are rebalanced for you. When you hold a portfolio of individual stocks you will have to manage your […]
Own the Canadian banks, don’t let them own you. Plus, the Sunday Reads.
It was another stellar quarterly earnings season for the Canadian banks. They mostly beat estimates sending stock prices considerably higher for the week. You just can’t keep the big bad bank oligopolies down. As the Canadian economy hobbles, the banks seem to find a way to generate more revenue and more profits. Keep in mind […]