Happy New Year! I thought we’d kick off 2026 with a look at the BTSX Portfolio. As you may know that is a simple market-beating Canadian stock portfolio strategy. The investor holds the top ten highest yields from the TSX 60 index. They rinse and repeat each year. It doesn’t always work but the long […]
Why did BMO’s Low Volatility ZLB ETF stop outperforming?
When putting together a Canadian stock portfolio one could argue that there is no better approach than low volatility. That’s what Norm Rothery’s research shows. And from inception, the BMO Low Volatility ZLB has outperformed the TSX (Canadian equities market) by a very wide margin. But that outperformance reversed course with the arrival of the […]
When to rebalance your stocks in retirement and in the accumulation stage.
Most Canadian Do-it-yourself (DIY) investors are hybrid. They own a basket of Canadian stocks and largely manage U.S. and international diversification by holding ETFs. The ETFs are managed for you; that means the holdings (stocks and bonds) are rebalanced for you. When you hold a portfolio of individual stocks you will have to manage your […]
Own the Canadian banks, don’t let them own you. Plus, the Sunday Reads.
It was another stellar quarterly earnings season for the Canadian banks. They mostly beat estimates sending stock prices considerably higher for the week. You just can’t keep the big bad bank oligopolies down. As the Canadian economy hobbles, the banks seem to find a way to generate more revenue and more profits. Keep in mind […]
Canadian oil and gas investing, utilities and pipelines. Plus, the Sunday Reads.
It is so Canadian to enjoy a healthy dividend. Investing in oil and gas stocks is also as Canadian as needing to wear a toque in October or stopping at Timmie’s before heading off on a road trip. We have a resource-based economy and many investors have learned to embrace our dominant sectors. And of […]
Calling the bottom on Canadian telco stocks, on the Sunday Reads.
For investors and retirees, Canadian telco stocks delivered the wrong numbers for a few years. While the Canadian stock market offered double digit returns, the telcos moved into a new area code called ‘the land of no returns’. Let’s ring up a few more telco puns, shall we? It was quite the disconnect. Telcos are […]