The Schwab U.S. Dividend Equity ETF (SCHD) is very popular with dividend and total return investors alike. The fund enjoyed a solid period of outperformance but has slipped in recent years, relative to the S&P 500. That’s no slight on SCHD as most everyone has underperformed the tech-heavy U.S. stock market. And as we enter the […]
The best year-to-date for U.S. stocks, in decades. Plus, the Sunday Reads.
U.S. stocks as represented by the S&P 500 have gained over 23% in 2024. That’s the best performance in 24 years. It’s the 13th best start, ever. In 1997, Bill Clinton was President, OJ Simpson was in court, Harry Potter is published, Netflix is founded, Steve Jobs is named the interim CEO of Apple. Yes, […]
What to do with the TC Energy spin-off, on the Sunday Reads.
This week delivered the TC Energy spin-off. The popular Canadian pipeline and energy company split into two parts – natural gas and energy production and the smaller oil pipeline segment. Investors received 0.2 shares for every TC Energy share that they held. What to do with the TC Energy holdings? I’d suggest that if you […]
Our U.S. stock portfolio on the Sunday Reads.
Almost 10 years ago I packed in our U.S. ETFs and built a stock portfolio. It’s a public portfolio and it constitutes the bulk of our (for my wife and I) U.S. RRSP investments. Due to a spin off and merger the portfolio is now 20 stocks. The strategy was to build a portfolio that […]
Investing in Canadian banks on the Sunday Reads
For Canadian investors there’s nothing more interesting or perhaps important than the banking sector. The Canadian banks have historically crushed the Canadian and U.S. stock markets. It is likely the best performing large cap sub sector in North American stock market history. Of course, past performance does not guarantee future returns. When investing in the […]
Canadian banks, pipelines, gold and more on the Sunday Reads.
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 […]