Model Oil Portfolio
Oil Portfolio at All-Time High
We close out the year on a high note. Our Model Oil Portfolio stands at an all-time high. We hope to continue this positive performance in 2020. [more]
Market Insights
Top Ten Portfolio Ends Year With A Gain Of 21.0%
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]
Dividend Portfolio
Dividend-Income Portfolio Off To A Roaring Start
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]
Real Estate
ValueTrend: Canadian Real Estate Is Weakening
eResearch has summarized an article by Keith Richards of ValueTrend. Investors love the high-yielding REIT sector, but warning signs are appearing and, if they morph into sell signals, investors should take heed and, more importantly, take action. [more]
Analyst Articles
Cannabis Financings Shift to Debt from Equity
Over C$500 million of debt deals have materialized in December in the cannabis space. [more]
Analyst Articles
California’s New “Gig Economy” Labor Law Takes Effect on January 1 – Targets DoorDash, Lyft & Uber
Uber and Lift have commented that their drivers will remain contractors when the new law takes effect and this is likely lead to lawsuits. [more]
Analyst Articles
CI Financial Continues U.S. Expansion Strategy with Acquisition of One Capital Management
The second U.S. acquisition of a RIA in the past month is part of the company’s strategy to expand its wealth management platform and globalize the firm. [more]
Analyst Articles
WeedMD Closes Starseed Acquisition and $25 Million Financing
Starseed’s medical distribution platform complements WeedMD’s cultivation and processing platform to create a vertically-integrated cannabis company. [more]
Market Insights
Charting the Major World Stock Market Indices Since 1990
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]
Market Insights
Top Ten Portfolio Has Growth Spurt Last Week, Rising 2.8%
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]