Navigate your retirement journey

Apr 5

Apr

5

Observations

Keep more of your growth. Get a U.S. Dollar RRSP or TFSA

USD accounts help you keep more of your returns.

Sep 11

Sep

11

Weekly Sector Review

Why I am actually (somewhat) buying into (parts of) Analyst forecasts

Analysts have had almost two years to forecast a recession. We can benefit from this.

Sep 8

Sep

8

Sector Charts

Ten of 11 sectors declined. Energy stood out

Last week, 79% of the more than 2,000 companies I follow posted declines. Across most sectors, less than 25% of constituents participated to the upside. Energy was the only sector that squeaked out a gain, and more than 50% of its constituents moved higher.

Sep 5

Sep

5

Weekly Sector Review

Focus on fundamentals: Sell investments based on value, not price

How to decide when to sell

Sep 1

Sep

1

Sector Charts

Gains everywhere but Utilities

84% of companies I cover posted price gains, and every sector improved except Utilities. The best-performing sector was Information Technology, with an overall gain of 5.9%. The forward P/E valuation multiple for Info Tech is 37X which is comparable to where it was 5 years ago, but remember that at that time, the risk-free rate (the 10 year Treasury yield) was 31% lower than it is now (2.9% instead of 4.2%).