This past week the big Canadian banks reported earnings. It was a solid reporting season for the big banks. Profits are still healthy, though the banks are preparing for potential economic weakness as they increase their emergency funds for the potential of bad loans. When money is moved for those loan loss provisions, that takes […]
The race to kill inflation, on the Sunday Reads.
South of the border, the Fed raised rates by 0.50%. The hike was as expected. It was a step down from three consecutive 75 bps hikes. Canada has followed a similar rate trajectory in its battle to kill inflation. The markets initially cheered a favourable inflation reading (Tuesday) in the U.S. And then Fed chair […]
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 […]
Our U.S. and Canadian stock portfolio, on the Sunday Reads.
In this post I’ll offer up charts on our U.S. stock portfolio and the Canadian stock portfolio. And I’ll put them together so that we can see how they work together. The total portfolio was designed to be retirement-ready. The fact that it beats the market benchmarks is a welcome surprise. At the core of […]
Not so affordable real estate and rethinking retirement on the Sunday Reads.
A popular blogger might be behind on early retirement plans. Asset managers continue to rethink retirement funding models with the modern tontine. I look at not so affordable real estate for MoneySense. Everybody’s quitting, or quietly quitting. Fritz goes for a swim, and the bulls and bears duke it out in an eclectic Sunday Reads. […]
Building the retirement stock portfolio on the Sunday Reads.
It was a long time in the making, but I recently finished and posted the stock portfolio for retirees, on Seeking Alpha. It uses an all-weather portfolio approach but only puts stocks to work. Stocks are arranged by sector to perform in certain economic environments. Stocks and REITs will have to step up to do […]