Fall Portfolio Re-balancing for Canadian Investors

Re-balancing your investment portfolio is essential for maintaining alignment with asset allocation and risk tolerance, especially for Canadians using the TSX. Fall is ideal for this process due to market shifts, allowing investors to secure gains and adjust sectors. Consistent re-balancing enhances discipline, reduces risk, and ensures long-term wealth accumulation.

Market Pull Back

It appears right now there there is a pretty big market pull back happening right now. So far this month the TSX is down over 700 points, the NASDAQ is down almost 1000 points and the DJI is down almost 1600 points. At this point there is a plethora of reasons as to why weContinue reading “Market Pull Back”

A Shaw and Rogers Merger?

It was announced on Monday that Shaw(SJR.B) and Rogers(RCI.B) have planned to merge to the tune of $40.50(for Shaw) in an all stock deal worth $26 Billion. This is a pretty big deal considering the fact that this will only leave 2 other real players in the Canadian Telecom market who is Bell(BCE) and Telus(T).ThisContinue reading “A Shaw and Rogers Merger?”

Your mortgage, our investment.

It is no secret that right now is the best time ever to get into a mortgage. Rates across the world have never been lower and even in Europe you are able to get a negative interest rate mortgage, I still can’t believe there is such a thing. The only problem? Housing prices are doingContinue reading “Your mortgage, our investment.”

The Cryptocurrency Frenzy

It has been a while since I have looked at cryptocurrency along with cryptocurrency’s alternative investments IE Blockchains and mining companies. We actually have quite a few right here in Canada that you can invest in. Now I just want to say that I am very new when it comes to this sector and notContinue reading “The Cryptocurrency Frenzy”

The Grocery Store Show Down

There is no questioning what the biggest constant is in this whole pandemic. Everyone needs to eat and someone needs to provide that food to the public. I could have easily gone in and invested in the typical Alimentation Couche-Tard Inc(ATD), Loblaws(L) or Metro, Inc(MRU). But instead I wanted to find the underdog, a diamondContinue reading “The Grocery Store Show Down”

Insurance Companies

It is a very touchy subject when talking about getting insurance. The thing is that everyone has it. Or at least, you should. Do you own a house? You should have house insurance. Do you own a car? You should have car insurance. Are you alive? You should have life insurance. Do you live inContinue reading “Insurance Companies”

My Portfolio

I’m just going to make a list here that has my current portfolio in it. It does not change very often due to my long term investing style. I will not be sharing the amount of shares I have. Cost basis is the average amount of the share price. Since I will buy shares forContinue reading “My Portfolio”