After many weeks of (mostly) stock and bond market declines, this week offered some positive price moves. At least that was the case for stock markets. Bonds still continued their march down as rising rates and higher yields hurt bond prices. We’ve experienced the worst bond market, ever. To the rescue, comments from Fed officials […]
Our U.S. and Canadian stock portfolio outperforms when it counts.
For U.S. stocks, my wife and I hold 17 Dividend Achievers, plus 3 stock picks. In Canada, I hold the Canadian Wide Moat 7, while my wife holds a Canadian High Dividend ETF – Vanguard’s VDY. There is also a modest position in the TSX 60 – XIU. The U.S. and Canadian stocks both outperform […]
Bond bulls, stock bears and energy dividends on the Sunday Reads.
It was a crazy week in the markets. South of the border the Fed took the stage and ‘shocked’ the markets (actually the move was leaked) with a 75 basis point rate hike. The markets initially liked the big move. Finally, the Fed will get serious about inflation. But then market makers changed their mind […]
Building the energy dividend portfolio.
When it comes to sectors, energy is the most useful inflation fighter. In fact it is the only sector that has delivered positive real returns across every inflationary period, looking back some 100 years of stock market history. Energy stocks also delivered incredible returns during the stagflationary period of the 1970’s and into the early […]
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 […]
The Russcession is coming!
There is a growing chorus that the invasion of Ukraine will lead to a global recession. The economic destruction and inflation that is being unleashed is formidable. We have spiking oil prices. Oil spikes cause recessions. Throw in the fact that central banks have to increase rates (tighten) into an already slowing economy and the […]