Stock Market State of The Union 2023 ever been an incredible year. We’ve had some big ups and downs in both the stock and bond markets. The Bank of Canada took its interest rate from 4.25% at the beginning of the year to 5% on July 12 which is where we finished...
Violence in the Markets 2023-11-07 October turned out to be consistent with it’s reputation. Sell off in the beginning of the month and rally in the second part of the month. This appears to be a turning point and as a result, we reallocated most portfolios to...
Portfolio Changes: Navigating the Shifting Tides of 2023 During this month, we made adjustments to our portfolio exposure by reducing our Canadian dollar-hedged position in the S&P 500 and replacing it with US dividend stocks that are also Canadian dollar-hedged....
