PortfolioWise Blog

A Big Week for the Market
This is the final full trading week before the election. I am going to take the opportunity to lay out the trends as I see them and the state of the market within the context of those trends. Starting with equities

Investing in a Black Swan Event
The investment management industry is on a constant lookout for signals regarding the direction of the market. Signals and screening for them is a constant endeavour and it has its benefits and pitfalls. Signals are best when you have an edge, or at least a perceived edge. Screening is as good as the criteria you

Dividend ETFs: Anomalies Are Great, So Long As They Aren’t Mirages
As interest rates remain mired at generational lows, it’s more challenging than ever for those who need income to find it without taking undue risk. There will be many occasions when the market appears to be offering a “free lunch,” high yield without high risk. Closer examination will reveal many of these situations to be

It’s a Market of Stocks, Not a Stock Market
It’s a market of stocks. This is important to keep in mind in a world where everyone seems to be laser focused on the main market averages. How many times over the past few weeks have we heard about the 2,000+ point plus moves in the Dow (I won’t get started on quoting the Dow

The Best Days and the Worst Days
Way back in the 1990s, when the “buy and hold” crowd was beginning to accumulate evidence that the most successful investors effectively buy stocks and head to the beach, the idea of “if you missed the 10 best days” in the market started gaining traction in marketing materials. What it amounts to is that, depending