Investment Model Portfolios

In this post, we discuss the methods in building our model portfolios for Portfolio Analytics and how we arrived at our asset allocations for our nine model portfolios. 

Canadian Stocks That Pay US Dividends

Most Canadian companies who pay a dividend do so in Canadian dollars. However, there is a good number of companies that actually pay their dividends in US dollars. But why do they pay in US dollars? How can this benefit investors?

Taking stock of 2018

We take a look at some market stats for the 2018 year for US stocks and Canadian stocks.

Nowhere to hide

2018 was the year where investors had nowhere to hide. No matter where you were invested in the stock market, you likely had a tough year (and if you didn’t then give yourself a pat on the back): Geographically, sectoral, or even the ‘sure things’ like bitcoin and pot stocks are shadows of what they were just a year ago or at least in negative territory in many cases. This would have been a tough scenario to envision just six months ago. Everything had a tough go of it.

Where do FAANG stocks go from here?

Is big tech a risk to the global economy and is it too late to do something about it?

The 5 Best Dividend Stocks in the S&P 500

In today’s article, we’ll explore our five favourite dividend investment opportunities within the S&P 500.

When to Sell a Stock for Portfolio Optimization

One of the toughest questions an investor faces is when to sell. It is already hard enough to determine what the right investments are and when the right time is to make them. Add in emotional investments that accrue as one holds the stock and emotions swirling around embedded gains or losses from the holding and conflicting opinions everywhere. It is no wonder why it is such a tough question to answer. So, we are here to help.

We think the question of when to sell first needs the appropriate context and should be split into two parts...

Why writing is important when investing

I have not been writing here nearly as much as I would like. This seems like a reasonable activity to stop when things get busy but an investor who does not write and record their thoughts and strategies in some form is worse off in my opinion. Without documenting your thought process, ideas and theories, there is no way to keep track of everything that is going on in the markets and in your own mind let alone what is actually working or not. Fortunately we have a great team at 5i Research who has been able to keep the content flowing for readers and to keep our team on our toes.  

5 from 5i: Monetary Stimulus: It Was Good While It Lasted

5 from 5i - My Brain Hurts: Investor Thought Experiments