Last Summer, Rob Carrick at the Globe and Mail asked a few major ETF providers to offer up some inflation protection. In a recent post Rob delivered the inflation-fighting ETF scorecard. There are a couple of obvious winners and a few head-scratching ETFs offered up as inflation-fighters. Here’s the inflation-fighting scorecard, plus the Sunday Reads. […]
The all-weather portfolio. Ready for most anything.
I recently posted a portfolio concept for the all-weather portfolio for 2022. The idea behind an all-weather portfolio is that it can prosper during periods of sun, rain, storms, hurricanes, earthquakes and tsunamis. Of course, in the above analogy weather serves as a proxy for the economic conditions that might arrive. The all-weather portfolio is […]
No longer making sense of the markets. Plus, big dividends for big returns.
I have submitted my last column for Making Sense of the Markets. For almost two years I have scanned the headlines, listened to many economists, observed past market trends to try and make sense of it all. It has been an exciting journey. And what an incredible learning experience. There was never a dull week. […]
It’s time to rebalance the portfolio on the Sunday reads.
In the land of investing, the only free lunch is diversification. Yes, this blog is also free 🙂 Perhaps that is dessert on top of that diversification free lunch message that I also offer up with regularity. Today’s environment carries more swirling risks and challenges than I have seen in my 30+ year investment ‘career’. […]
The invasion of Ukraine.
Even though we ‘knew’ this would happen, it still seems more than surreal that Russia would invade Ukraine. It was obvious that Russian President Putin was building an invasion army, not a political bargaining tool along the border of Ukraine. A few weeks ago I penned that the invasion of Ukraine was imminent. There is […]
Preparing for retirement, preparing for the next bear market on the Sunday Reads.
These are more than interesting weeks and months. We appear to be moving to the other side of the pandemic. But certainly the stock markets are not in the best of moods these days. I had suggested in early 2021 that the market makers might not like what they see when get a peak at […]