Top 10 Yield Portfolio
Dividend Portfolio

Top-Ten Dividend Yield Portfolio – June 25 2021

The value of the Portfolio on June 25 was $522,977, up 1.2% from the $516,655 value recorded two weeks ago, and up 4.6% since its inception on June 1. For comparative purposes, the S&P/TSX Composite Index gained 0.5% in the last two weeks and 2.5% since inception. [more]

Chart-of-the-Day

Is Now a Suitable Entry Point to Buy Gold or a Gold Stock?

For intermediate- to longer-term investors, it might be propitious to take a position in a gold ETF before the seasonal strength for gold starts in July. Looking at the short-term for gold ETFs, the June break-down, particularly with the gap lower, suggests bearish tendencies. [more]

Dividend Portfolio

Top-Ten Dividend Yield Portfolio – June 11 2021

The Top-Ten Dividend Yield Portfolio is designed with a longer-term perspective. As such, we will update it every two weeks, using Friday’s closing prices. Essentially, it will be a Buy-and-Hold portfolio, with minimal trading involved. The Portfolio will be appropriately invested but, if circumstances warrant, there could be a sizable cash component. The Portfolio was initiated on June 1, 2021 with a full complement of ten stocks. The initial investment, at inception, was $500,000. [more]

Market Insights

Seasonality Trends for June 2021

We have updated our Seasonality Chart (presented at the end of this report) and made significant changes, including updating the beginning-and-end dates for the periods of seasonality strength, and adding a further ten industry sectors. We remain cautious towards the market and recommend defensive positions. Given the recent strong upward movements in stock prices, we would welcome over the summer months a lengthy consolidation period or a meaningful, but healthy, pull-back. [more]

May Seasonality Report
Market Insights

Seasonality Stock Trends for May 2021

Despite historical evidence of market weakness and, equally, despite market indexes being at or near all-time highs, it is difficult to fight the tape and embrace the well-recognized, widely-followed adage “Sell in May, and Go Away”. However, investors should be very cautious at this point in the cycle. [more]