Our Dividend-Income Portfolio continues to perform well. Since our last report at year-end, the Portfolio rose 2.6% compared to the gain of 1.3% for the S&P/TSX Composite Index. Since inception at the beginning of December, the Portfolio is ahead by 6.1% while the Composite Index is up only 1.4%. [more]
This article provides information on the Sector Performance Returns for the S&P 500, S&P MidCap 400 and S&P SmallCap 600 for the past 1-month, 3-month, 1-Year, 3-Year and 5-Year [more]
Our Top Ten Portfolio’s gain by the end of 2019 was just narrowly back of the benchmark S&P/TSX Composite Index’s 22.2% gain. Despite this relatively good performance, we intend to overhaul the Portfolio for 2020. We started with $500,000 total capital at the beginning of 2019 and we will be including last year`s total profits to begin 2020 with total capital of $605,204. [more]
Our Dividend-Income Portfolio got off to a good start after its inception on December 1. By year-end, the Portfolio was up 3.5% while the S&P/TSX Composite Index was up 0.4% for the month. [more]
The S&P 500 is having its best December in over 5 years, closing in on the best year in over 20 years, and has increased 10 times its value since November 1990. How does the S&P 500 compare with the other world indices? [more]
Our Top Ten Portfolio finally broke out to the upside. Just in time because we are going to discontinue this portfolio and start a new one on January 1, 2020. [more]
Our Top Ten Portfolio continues to be range-bound, essentially since mid-June, suggesting that it might be time for an over-haul. Portfolio managers typically consider this strategy at this time of year. [more]
Greta Thunberg and her fellow climate-change activists vow to do whatever they can at the up-coming United Nations climate-change conference to get world leaders to act quickly and decisively to tackle the world’s growing climate-change problem. [more]
Our Top Ten Portfolio slipped slightly over the past two weeks by 0.5% while the S&P/TSX Composite Index rose 0.6%. We are increasingly nervous about a possible near-term correction even though the market has entered its strongest seasonality period. Investors should be alert for tax-loss selling situations, where increased selling for window-dressing purposes could result in sharply lower prices for “loser” stocks. This often provides an ideal entry point for astute buyers. [more]
Our Top Ten Portfolio performed well of late and regained the $600,000 level. Including dividends and trading profits, the Portfolio is up 20.4% YTD and exactly matches this year’s gain by the S&P/TSX Composite Index. We think that we should be able to do better than the general index. [more]
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