Search found 4522 matches

by Taggart
10 Aug 2017 19:22
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 178
Views: 10335

Re: Clippings 2017

Here's a Globeinvestor article about a Canadian woman who has been retired since being laid off in 1999 with a portfolio of mostly dividend growth stocks.
by Taggart
10 Aug 2017 18:10
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 178
Views: 10335

Re: Clippings 2017

I don't know where the stock picking skills come in to invest in the 10 highest yielders or in other studies I've read, either from the top 15 or 20% of the DJIA, the S&P 500, the TSX 60 or the FTSE 100. Pretty mechanical.
by Taggart
10 Aug 2017 17:32
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 178
Views: 10335

Re: Clippings 2017

" Final Thoughts This article showed the impressive power of dividend growth stocks for long-term wealth creation." I found the article confusing. What's using Vanguard High Dividend Yield ETF in place of SPY got to do with dividend growth? Was that the best ETF example the author of the article cou...
by Taggart
06 Aug 2017 12:05
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 307
Views: 30419

Re: What did you Buy? What might you buy? (2017)

I don't buy individual U.S. stocks so currency is not a factor for myself. However, I do know that Derek Foster will occasionally switch between mostly U.S. or else Canadian equities based on the currency exchange.
by Taggart
29 Jul 2017 18:01
Forum: Financial Planning and Building Portfolios
Topic: good afternoon. seeking advice for a rrsp portfolio build
Replies: 12
Views: 476

Re: good afternoon. seeking advice for a rrsp portfolio build

Justin Bender has some model ETF portfolios here.

I don't any investment accounts with Questrade myself, but Justin also has a video tutorial on building an ETF portfolio through Questrade.
by Taggart
25 Jul 2017 09:21
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Best Dividend Paying Stocks
Replies: 99
Views: 6477

Re: Best Dividend Paying Stocks

I've owned Corby since 2013. It's done pretty well what I expected when first purchased. Some year's (not all) they increase the dividend. Occasionally we see a special dividend which I'll take. The only other Canadian consumer discretionary stock that I've seen with a yield of around 4% is Shaw Com...
by Taggart
22 Jul 2017 04:22
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: HBF (Brand Leaders Plus Income ETF)
Replies: 3
Views: 311

Re: HBF (Brand Leaders Plus Income ETF)

I couldn't remember the value investor's name who's specialty was investing in brand companies and then I finally found his name when looking through some old papers.

It was Tom Russo.
by Taggart
16 Jul 2017 15:48
Forum: Retirement, Pensions and Peace of Mind
Topic: Investment changes in retirement
Replies: 132
Views: 3539

Re: Investment changes in retirement

Jonathan Chevreux has a brief rundown on potential medical care costs in Canada at Moneysense. One huge cost to factor into retirement plans
by Taggart
16 Jul 2017 14:58
Forum: Retirement, Pensions and Peace of Mind
Topic: Investment changes in retirement
Replies: 132
Views: 3539

Re: Investment changes in retirement

Life is uncertain, and you can't provide for all possible risks. Trying to do so leads to fortified bunkers, stockpiling firearms and munitions (and presumably food) and hoarding gold. Yes, tail risk exists. We should recognize it, but we shouldn't let it drive our lives, financially or otherwise. ...
by Taggart
16 Jul 2017 11:22
Forum: Retirement, Pensions and Peace of Mind
Topic: Investment changes in retirement
Replies: 132
Views: 3539

Re: Investment changes in retirement

I think there's a lot of underestimating on here about how long equities can show negative real returns. I mean historically in some major countries out there it's been basically an investor's entire lifetime. Canada just happens to be one of the few lucky countries of the world that has done reall...
by Taggart
16 Jul 2017 04:11
Forum: Retirement, Pensions and Peace of Mind
Topic: Investment changes in retirement
Replies: 132
Views: 3539

Re: Investment changes in retirement

I think there's a lot of underestimating on here about how long equities can show negative real returns. I mean historically in some major countries out there it's been basically an investor's entire lifetime. Canada just happens to be one of the few lucky countries of the world that has done really...
by Taggart
13 Jul 2017 14:07
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: GICs and Bank of Canada Rate Hike
Replies: 7
Views: 632

Re: GICs and Bank of Canada Rate Hike

Rob Carrick mentioned much the same in his G&M article yesterday: No exit from saver’s hell It’s a borrower’s world. Savers just live in it....... GICs and savings rates will drift higher, but not in the same regimented way as mortgage, loan and line of credit rates. And when GIC rates do move highe...
by Taggart
09 Jul 2017 19:14
Forum: Retirement, Pensions and Peace of Mind
Topic: Investment changes in retirement
Replies: 132
Views: 3539

Re: Investment changes in retirement

Pensions, CPP, OAS. Dividends from the taxable portfolio are re-invested into our TFSA's yearly limit. Any savings each year after expenses are either used to top up the emergency fund or get re-invested into the taxable equities. My wife and I have always been debt averse and live within our means...
by Taggart
09 Jul 2017 18:34
Forum: Retirement, Pensions and Peace of Mind
Topic: Investment changes in retirement
Replies: 132
Views: 3539

Re: Investment changes in retirement

I wonder if FWFers would like to share: 1. to what extent they repositioned their portfolios nearing or after retirement During retirement: Emergency cash funds in a HISA. Global index portfolio in the RRSP's (40% Canadian bonds, 20% Canadian equities, 20% U.S. equities, 20% International equities)...
by Taggart
28 Jun 2017 17:30
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Dividend and distribution hikes (2017)
Replies: 178
Views: 20092

Re: Dividend and distribution hikes (2017)

Empire Company Ltd.

......annual dividend to 42 cents per share, or 10.5 cents per quarter, starting with the July 31 payment.
by Taggart
27 Jun 2017 14:46
Forum: Financial Planning and Building Portfolios
Topic: The Perfect Dividend ETF
Replies: 59
Views: 1856

Re: The Perfect Dividend ETF

I believe Norbert pointed out some years ago that there was a 'flat decade' for the banks. 1980's?? Perhaps other Canadian banks but not TD in the 80's in regards to dividend increases. TD was one equity that caught my eye at that time for dividend growth. I wasn't invested in them at the time thou...
by Taggart
27 Jun 2017 03:47
Forum: Financial Planning and Building Portfolios
Topic: The Perfect Dividend ETF
Replies: 59
Views: 1856

Re: The Perfect Dividend ETF

The theme of John Heinzl's article was not about looking for higher yields to replace the stocks you already own. His is not even a trading strategy. He's quite upfront about what he wants and what he's looking for in a dividend ETF. "But how come I still can't find a product that gives me everythin...
by Taggart
26 Jun 2017 07:42
Forum: Financial Planning and Building Portfolios
Topic: The Perfect Dividend ETF
Replies: 59
Views: 1856

Re: The Perfect Dividend ETF

Stocks in John Heinzl's dividend portfolio in the Globe and Mail's Strategy Lab have dividend yields ranging from a low of 2.62% to a high of 4.69%. Looks like a yield (on market value) of slightly under 4%. Here's a link (sorry if it is behind the pay wall). https://beta.theglobeandmail.com/globe-...
by Taggart
25 Jun 2017 15:24
Forum: Financial Planning and Building Portfolios
Topic: The Perfect Dividend ETF
Replies: 59
Views: 1856

Re: The Perfect Dividend ETF

I've already started making changes to our taxable portfolio of individual equities in the weeks before Heinzl's article came out. A little different from his layout. Not interested in dividend ETF's at all. I've decided to cut it down from seven Canadian sectors to five. Combined consumer staples a...
by Taggart
25 Jun 2017 11:48
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: How many negative positions do you hold today?
Replies: 25
Views: 949

Re: How many negative positions do you hold today?

I don't calculate total return.

Only 1 down out of 28.

Gluskin Scheff & Associates Inc. (TSX:GS)

Bought November 2011.

Down -5.17%

Represents just 0.50% of the taxable portfolio. All Canadian common equities. Nothing else.
by Taggart
23 Jun 2017 14:54
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Is Anybody investing in Closed-End funds (CEF)?
Replies: 27
Views: 664

Re: Is Anybody investing in Closed-End funds (CEF)?

I used to look at closed end funds back in the 80's and 90's, but I don't remember actually purchasing one. Years ago when John Templeton was alive, he ran a emerging markets closed end fund listed in Toronto that I think was pretty successful. Late in the 90's when Argentina was into a major econom...
by Taggart
23 Jun 2017 10:04
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Disruption
Replies: 20
Views: 601

Re: Disruption

I dunno. I always find I do better in my investing by avoiding the sirens (i.e. ultra-popular investments). This goes back to the go-go stocks of the 60's, the nifty fifty (one decision stocks) of the 70's, precious metals and collectibles etc. in the early 80's, and the tech/telecom debacle in the ...
by Taggart
21 Jun 2017 08:45
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Financial Post - Market Data
Replies: 17
Views: 764

Re: Power of Dividend Growth 2011 (and beyond)

Whenever I could I would check the markets data section at the Financial Post for any Canadian company dividend increases for that day or on a Friday for the past week. I noticed last evening that the Financial Post seems to have changed their online format and I can no longer see any list of divide...
by Taggart
19 Jun 2017 10:27
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Canadian Banks
Replies: 599
Views: 40662

Re: Canadian Banks

We tend to forget the speed and depth of the financial crisis of 2008-2009. Things happened so fast that every financial institution and other entity sharted hanging on to their cash and would not lend in case the world 'came to an end'. Human nature to hang on to your gun, ammo and bunker in the h...
by Taggart
19 Jun 2017 10:02
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Canadian Banks
Replies: 599
Views: 40662

Re: Canadian Banks

If the Canadian gov't is going to bail out (or whatever you want to call it) the banks whenever they get into trouble, then when a buy and hold person actually invests in the financial sector as part of the portfolio, why take the risk of investing in any other corporations in that same sector? Perh...