Go confidently in the direction of your dreams! Live the life you’ve imagined. As you simplify your life, the laws of the universe will be simpler. – Henry David Thoreau Markets April was another good month for the portfolio models. Economic growth continues to pick up in North America, prompting
It is on the strength of observation and reflection that one finds a way. So we must dig and delve unceasingly. – Claude Monet Markets I am pleased to report all model portfolios finished higher in March. And after what’s been a raucous year, I am equally pleased to report
The secret of change is to focus all of your energy not on fighting the old, but on building the new – Socrates Markets Our positioning for inflation is earning handsome returns, as the world and nearly all of North America is reopening for business. As I explained in my
In times of change, learners will inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists. – Eric Hoffer Markets It is true that markets are at their most expensive levels in history now, but this doesn’t seem to be stopping the general
Therefore the Master takes action by letting things take their course. He remains as calm at the end as at the beginning. – Lao Tzu Markets We finished the year on solid footing, with many companies in our portfolios making new all-time highs. I am confident our best days are
You have power over your mind – not outside event. Realize this, and you will find strength. – Marcus Aurelius December capped off a most satisfactory year of healthy double-digit gains across the model portfolios. Nearly every one of our companies continue to make new highs into year-end, setting up
The greatest thing in this world is not so much where we stand as in what direction we are moving. – Johann Wolfgang von Goethe Markets November was a good month in the markets. My October prediction played out as expected, with stocks experiencing their best post-election performance on record. To
Portfolio Manager Ben Kizemchuk recounts the “Legend of the Lucky Hog Tooth”, about how a group of hog farmers got amazingly rich following a simple, and some say magical, investment strategy.
Portfolio Manager Ben Kizemchuk reviews the Income Portfolio, and discusses recent investments in utilities, infrastructure, and Canadian corporate bonds.
The thankful receiver bears a plentiful harvest. – William Blake Markets I’m pleased to report that as I write this, the Growth Portfolio is up over 10% for the year, and outperforming the S&P/TSX Composite Index by about 12%. Each of our model portfolios performed well in October, surpassing benchmarks.
Portfolio Manager Ben Kizemchuk reviews the Small Cap Portfolio, and discusses recent investments in People Corp (PEO) and Mesa Labs (MLAB).
Portfolio Manager Ben Kizemchuk discusses value investing vs growth investing, why it’s really the same thing, and offers a simpler framework.
Doesn’t expecting the unexpected make the unexpected expected? – Bob Dylan Markets With the US election on our doorstep about a month away, I want to share two thoughts on elections vis a vis markets: First, there is no evidence to suggest that one political party is ever better than
Ben W. Kizemchuk reviews the American Growth Portfolio and recent investments in Union Pacific and HubSpot.
In this brief video, Ben W. Kizemchuk discusses low volatility investing.
Wise to resolve, and patient to perform. – Homer Markets A number of indicators are pointing to solid economic performance, jointly supported by government spending programs, central bank easing, and what I would call a newfound spirit of public cooperation. Particularly, US new home sales, which has been an important
In this brief video, Ben W. Kizemchuk discusses the Growth Portfolio and provides an update on holdings.
A page of history is worth a volume of logic. – Oliver Wendell Holmes Markets I am pleased to report another month of positive performance from each of the four portfolio strategies. Notably, Canadian Growth continues to outperform the TSX Index by a substantial margin over the past twelve months.
In this brief video, Ben W. Kizemchuk discusses the Income Portfolio, his outlook on bonds, and economy.
Birds build nests because they cannot fly forever. – Matshona Dhliwayo Markets This month I watched three incredible stories unfold. First, a popular day trader pulled three scrabble letters out of a bag to form a stock symbol, which he and his hundreds of thousands of online followers bought without
The world breaks everyone and afterwards many are strong at the broken places. – Ernest Hemingway Markets I am pleased to report that as of the time of writing, the Growth Portfolio is now positive on a year to date basis, positive on a one year basis, and that all
In this brief video, Ben W. Kizemchuk discusses his market road map and positioning for emerging trends.
Continuous effort, not strength or intelligence, is the key to unlocking our potential – Winston Churchill Markets I am pleased to report that the Growth Portfolio recorded its best month on record this April, up 15%, and that all mandates increased in value over the month, as of the time
In this brief video, Ben W. Kizemchuk discusses recent performance, portfolio holdings, and three big picture themes for 2020.
The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.
