You’ll find an interesting and eclectic mix of topics and posts and videos in this Sunday Reads. It was a very rich week in the search for great reads and insights. So much for the dog days of Summer. Be curious. Think different on the Sunday Reads. The first half of 2022 (H1 they call […]
Accumulation vs retirement investing on the Sunday Reads.
It is crucial, or at least let’s say that it can be very advantageous to separate the accumulation stage and decumulation stage. We build portfolio wealth as much as possible in the accumulation stage. We want the biggest portfolio value possible. More money creates more retirement income. You can create more retirement income with $2 […]
Stock markets are back from the dead on the Sunday Reads.
After several weeks of losses, U.S. stocks staged an impressive rally this week. The S&P 500 was up over 6% for the week. Canadian stocks were up near 2.5%, though Canadian stocks have not suffered in 2022. They are relatively flat year-to-date. Investors were looking to signs that inflation may have peaked and that central […]
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 […]
Making the most of market corrections on the Sunday Reads.
There are two sides to stock market corrections. In this post we’ll take a historical look at the length and degree of the drawdowns. We’ll also look to the great potential of investing through the corrections. The long term returns you receive might be the greatest at and near the market bottoms. Meaning the worse […]
Another look at the defensive sectors in the U.S.
The performance of your stock portfolio will be shaped by your geographic weighting, but mostly by your sector allocation. Certain sectors are more growth oriented. Other sectors are more defensive. Some sectors can prosper during inflation while for others, inflation or stagflation is the kiss of death. On the defensive front, consumer staples, healthcare and […]