Canadian stocks are better than you think on the Sunday Reads
Cut the Crap Investing
by Dale Roberts
4d ago
For all of the headwinds and bad press for the Canadian economy, you’d think that the stock market was in a tailspin. But surprisingly, that’s not the case. The TSX Composite and TSX 60 are threatening to make new highs, eh. That’s as U.S. stocks make new high after new high. Given that, balanced portfolios and all-in-one asset allocation ETF portfolios are sailing. Canadian stocks are better than you think. I am back after a week off for the Sunday Reads. Last weekend I was driving to Florida and I had to change my Sunday morning travel plans, leaving early from Knoxville to make it to Clearw ..read more
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The best of times followed the worst of times, on the Sunday Reads.
Cut the Crap Investing
by Dale Roberts
2w ago
March 9, 2009 is a day that went down in history, as stocks went down at a rate not seen since the Great Depression. What followed was the greatest bull run and wealth building opportunity in stock market history. In tw0 charts we can witness the essence of investing. We take on (accept) risk for the potential of great gains. And there are many more lessons wrapped up in the financial crisis of 2007 to 2009. This past week marked the anniversary of that market bottom and the beginning of our incredible bull run. It’s the best of times as we remember the worst of times. Plus, the Sunday Reads ..read more
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Will AI power your portfolio? Plus, the Sunday Reads.
Cut the Crap Investing
by Dale Roberts
1M ago
NVIDIA and AI rules the week, just as there are expectations that artificial intellgence (AI) will rule the world for the next decade or three. NVDIA (NVDA) reported absolutely spectacular results this week. Revenue was up 409% compared to the same quarter of 2023 while earnings increased 765% year over year. Those results and general enthusiasm for the potential of AI lifted all boats. It was a good week for stock markets at home and around the world. Will AI power your portfolio? Plus a great mix of Sunday Reads, from Berkshire Hathaway earnings to Canadian Banks who are set to report. The A ..read more
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U.S. stocks for the long run, on the Sunday Reads.
Cut the Crap Investing
by Dale Roberts
1M ago
In the Sunday Reads we’ll take a look at a U.S. portfolio idea I put together for Seeking Alpha in mid 2023. The task was to avoid overvalued stocks including the Magnificent 7 that did most of the heavy lifting in 2023. Surprisingly, that portfolio has beat the market. I also take a look our U.S. portfolio performance for 2023. That is the real-life portfolio for me and my wife. The portfolio came up short of the market in 2023 delivering 15%, but it keeps the longer term market beat. There’s U.S. stocks and U.S. savings too, on the Sunday Reads. Here’s the our U.S. stock portfolio performanc ..read more
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Our U.S. stock portfolio performance for 2023.
Cut the Crap Investing
by Dale Roberts
1M ago
2023 was the year that fooled most everyone. While analysts predicted flat or negative returns for 2023, the U.S. market had a mind of its own delivering 26% for the cap weighted S&P 500 (IVV). The growth oriented Nasdaq 100 (QQQ) posted 55%. And of course, it was technology stocks and the Magnificent 7 that did most of the heavy lifting. It’s quite likely that you did not beat the market in 2023. While we were in that same camp, we had a very solid year in 2023 thanks to some modest tech exposure. Our U.S. stock portfolio continues to beat the market from inceception – early 2015. He ..read more
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The S&P 500 cracks 5000 on the Sunday Reads.
Cut the Crap Investing
by Dale Roberts
1M ago
The S&P 500, also known as the U.S. stock market broke and held 5000 this week. That’s a new all-time high for the most watched (and most invested) stock market index. The most popular version of the index is cap-weighted, meaning the largest stocks by valuation get the greatest weight in the index. The active managers (analysts and fund managers) who price the stocks determine the weight of each stock. For many years that group has favoured growth stocks, dominated by tech companies. And recently the potential of AI (artificial intelligence) to rewire the world has provided another jolt ..read more
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RRSP season and retirement in focus, on the Sunday Reads.
Cut the Crap Investing
by Dale Roberts
1M ago
RRSP season is typically a period when Canadians make significant contributions to their portfolios. This year you have until February 29th to make an RRSP contribution that you can apply to reduce your taxable income for the 2023 tax year. I’ve updated the RRSP season post on Cut The Crap Investing. You’ll find a link that will allow you to pit the RRSP account type vs the wonderful TFSA account. You will likely be surprised. This Sunday Reads also includes a host of retirement focused post links and commentary. It was also a big week for earnings and my portfolio. Here’s how to invest this R ..read more
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Canadian investors are bananas, on the Sunday Reads.
Cut the Crap Investing
by Dale Roberts
2M ago
Canadians are not embracing passive low-cost ETFs and that’s just bananas offers Ian McGugan in the Globe & Mail. In the U.S., passive investing has surpassed inferior active investing (by fund managers), but in Canada not so much. The momentum is in the right direction but too many Canadian investors are still slipping up on their investment choice. They choose high-fee actively managed mutual funds that come attached to advisors also charging 1% on average. Too much money is going in the wrong pockets. You can create an ETF portfolio with fees in the 0.10-o.15% range. These superior inve ..read more
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Our Canadian and U.S stock portfolios. Plus the Sunday Reads.
Cut the Crap Investing
by Dale Roberts
2M ago
I am back on Seeking Alpha with a look at our U.S. (for my wife and me) stock portfolios. Like most we underperformed the market in 2023. As we know the cap-weighted U.S. market was dominated by the Magnificent 7. Though we had a very solid year. Our longer term beat over the market is still intact. It is a study in consistency and buy and hold. I’ve also run the numbers for my Canadian Wide Moat 7 and the (much better) Canadian Wider Moat Portfolio. We look at our Canadian and U.S. portfolios on the Sunday Reads. There are many paths to building incredible wealth by way of investing (owning m ..read more
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Beating the TSX on the Sunday Reads.
Cut the Crap Investing
by Dale Roberts
2M ago
The first week of 2024 got off on the wrong foot for U.S. stocks. They slipped by 1.80%. North of the border the big Canadian dividend payers rose to the occasion delivering 1.5%. Given that, it might be fitting that I updated the Beat The TSX Portfolio post to include the returns for 2023. That said, the BTSX skipped a beat in 2023. The TSX was up 11.7% while the Beat The TSX Portfolio rang up 7.8%. The simple big dividend portfolio concept has a long history of beating the market. But there can be years of under performance and the concentrated portfolio usually comes with greater volatility ..read more
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