An investor has a choice, or make that many choices on where to put their money. The most common destinations can be stocks, bonds, real estate, cash and commodities and other real assets. But mostly, investors make a call between investing in stocks vs bonds. If you could buy a bond that pays you 15% […]
Investing in Canadian banks on Sunday Reads.
Canadian investors suffer from a ‘terrible’ home bias. That is we are waaaaaay overweight our Canadian stocks compared to US and other International stock markets. Well, so goes the theory. Canadian ETF investors are more ‘sensible’ and have a near equal allocation to Canadian and US markets with a more modest but meaningful allocation to […]
The beat the TSX portfolio skips a beat in 2023 and 2024, picks up the pace in 2025, but falls short.
The beat the TSX portfolio (hypothetical ticker BTSX) has a wonderful longer term habit of beating the market. The strategy is dead simple. BTSX will simply hold the top ten yielding stocks from the TSX 60. It will change the constituents (holdings) on the first trading day of each year, and it will continue to […]
More mutual fund crap on Weekend Reads.
OK, there’s good news and bad news on the Canadian mutual fund watch. The good news is that Ontario has joined the rest of the Provinces to ban DSC or deferred service charges. A DSC fund will charge you a hefty fee of up to 7% if you want to sell your fund within a […]
Growth will be scarce in the future. We will want to own what is scarce.
Value can often be determined by how much an entity is desired, and by how much of that entity is available. When the demand outpaces the supply, the price goes up, of course. It is simple economics. I touched on that scarcity cred in a recent MoneySense post. Today we’ll look at a different spin […]
The Dividend Aristocrats are fighting back.
The Dividend Aristocrats are S&P 500 companies that have increased their dividends each year, for at least 25 years running. That is an exclusive group. Companies that have increased their dividends for 50 years or more are dividend royalty – they are dividend kings. The Aristocrats have underperformed over the last year and more. You […]