Last March I entered the investing foray by leveraging my portfolio to basket of twenty stocks. I was searching for a way to keep track of everything, and found it in Sharesight. Let me take you on a tour. Main Page: The main page shows your overall portfolio performance in various forms. I’ve chosen a [...]
The theme this month is VALUE. Talk on the street (and by street I mean dissemination through public channels) is that big money is moving back into value stocks. Since August 2019, many stocks have rebounded 10-30%, and indexes like the TSX are breaching all-time highs. Followers of this blog know that I have been [...]
A look at Canadian energy stocks since 2014 will make your head spin. Here are three examples: Baytex, Vermillion, and Crescent Point - pick any other energy stock and the chart looks roughly the same. They have been decimated, many losing upwards of 90% of value: So, this begs the question: Are these companies not [...]
Let me start off with a small reflection: I am feeling bearish. And with good reason. The Trump/China affair is putting serious downward pressure on global stocks, coupled with sentiment that global growth is slowing and a recession is imminent within the next 12 months. What does this mean for my leveraged portfolio? First, it [...]
The most effective investment strategies revolve around a few simple principles that are easy to follow, repeatable, proven over time and based on facts. Here are three strategies to help keep you on track with achieving your investment goals: Diversify A staple strategy that many investors choose is diversification. When one category is underperforming, another one might be on [...]
What are you saving for? You might have a short-term goal, such as a down payment for a home or a deposit on a new car. Longer-term goals include putting aside money for retirement or a child’s education. Whether your goals are short-term or long-term, being able to state them clearly is an important step [...]
For the long-term equity investor, the debate between active and passive strategies rests on three main considerations: Market efficiencyPortfolio constructionHistorical performance Let's look at each in more detail. Market Efficiency At the centre of the active versus passive debate is the question of whether stock markets are efficient. What is an Efficient Market? In an [...]
