We’re in one of those weird (but good) stages when just about everything is working. Across the board stocks are delivering. Bonds are back, meaning the balanced portfolio is back, and at all-time highs. Gold is also setting new highs. In fact it’s all kind of ‘goldilocksy’ these days. Inflation is behaving as we prepare […]
Big tech stocks take a breather on the Sunday Reads.
Stock market analysts call it the stock market rotation. The market makers (mostly fund managers) are rotating out of expensive high-flying tech stocks and moving to companies and sectors that offer more attractive valuations. That is, buying more current earnings compared to paying up for future earnings. Canadian stocks and value stocks in the U.S […]
Creating retirement income from your portfolio.
There is a 4% “rule” that suggests you can start at a 4.2% spend rate of your portfolio value, with annual increases adjusted for inflation. The idea is to create sustainable income that will last 30 years or more. This post looks to a Globe & Mail article (and chart) from Norm Rothery. We’re creating […]
A good first half for 2024 on the Monday Reads.
And we’re at the halfway mark for 2024 for sector and stock market performance evaluation. In Canada, it’s energy in the lead with materials coming up the inside looking to challenge. Yup, it’s still inflation fighters leading the way. Interest rate sensitive stocks continue to stumble and trip and cause their owners some considerable stress. […]
We’re retiring during the dot-com crash, on the Sunday Reads.
The 1990’s delivered one of the best decades for investors. It allowed many investors to quickly reach their retirement number. That is, they had enough invested in their portfolios to hopefully create income that could last for 3 or 4 decades. But along came the year 2000 and the start of one of the worst […]
Canada braces for rate cuts on the Sunday Reads.
It is a strange event. The market makers want to see a weak-enough economy so that the Bank of Canada can cut rates. And the stock market rallies on that bad economic news. Bad news is good news. All said, it does make sense. The rate hikes have taken a toll on the consumer and […]