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Byline: JOHN HEINZL INVESTOR CLINIC With the first half of 2024 in the books, today I'll provide an update of my model dividend portfolio's performance. I'll also disclose how I'm [...]

Byline: TIM SHUFELT; Staff Maybe you should be putting all your eggs in one basket after all. In investing circles, the allstock portfolio is having a moment. The idea is [...]

Byline: BENJAMIN FELIX Portfolio manager and head of research at PWL Capital, co-host of the Rational Reminder podcast, has a YouTube channel, is a CFP® professional and a CFA® charterholder [...]

Byline: DIANNE MALEY; Special to The Globe and Mail FINANCIAL FACELIFT Alan is 53 and runs his own small business corporation. He recently bought out his ex-wife's share of the [...]

Byline: Erin Cox Maryland Gov. Wes Moore (D) has moved $2.5 million in stock and other liquid assets into a blind trust, including a large stake in a medical marijuana [...]

Byline: JOHN HEINZL INVESTOR CLINIC What is your opinion of the 'sell in May and go away' strategy? Is there any merit in it? Wall Street loves its investing catchphrases. [...]

Byline: ROB CARRICK; Staff So much for the idea that dividend stocks are safer. The average 12-month result for the 10 dividend funds in this fifth instalment of the 2023 [...]

Byline: NORMAN ROTHERY PhD, CFA, is the founder of StingyInvestor.com Bargains abound in the market and investors can still load up on cheap Canadian dividend stocks. While the availability of [...]

Byline: JOHN HEINZL INVESTOR CLINIC I am 63 years old and plan to retire in a few years. My portfolio is invested 90 per cent in equities and 10 per [...]

Byline: JOHN HEINZL Now that we can make contributions to our tax-free savings accounts for 2023, I'm curious to know: How much would one's TFSA have been worth at Dec. [...]

Byline: TIM SHUFELT; Staff Canadian investors haven't had to think too hard about their dividend stocks over the past decade or so. For the bulk of the 2010s, income-oriented funds [...]

Byline: ROB CARRICK; Staff PORTFOLIO STRATEGY A simple stock-picking strategy that takes about two minutes to follow had a respectable 2022, even though it lost 3.2 per cent. The Two-Minute [...]

Byline: FREDERICK VETTESE It is generally advised that retirees should invest no more than 50 per cent in stocks, and the rest in bonds. History, however, suggests that might not [...]

Byline: ROB CARRICK; Staff We have reached a point with rising interest rates where you can earn a respectable return holding cash in an investment account. Not a great return, [...]

Byline: GORDON PAPE Which is likely to produce a better return over time: owning ETFs or individual stocks? This question was posed last week by a 50-year-old reader who described [...]

Byline: BRENDA BOUW; Special to The Globe and Mail THE MOVER One of the best investment decisions money manager Katherine Owen made over the past year was getting back into [...]

Byline: ROB CARRICK; Staff Considering all the talk about the importance of asset allocation in investing, there is surprisingly little agreement on the right mix of stocks and bonds. There [...]

Byline: IAN TAM NUMBER CRUNCHER CFA, director of investment research for Morningstar Canada WHAT ARE WE LOOKING FOR? High-quality companies garnering positive sentiment from Street analysts. THE SCREEN In a [...]

Byline: ROB CARRICK; Staff Fight inflation by investing in it. If you're paying more for gasoline or diesel fuel, invest in energy stocks. Price hikes in retail stores mounting up? [...]

Byline: ROB CARRICK; Staff An important skill for successful long-term investing is to know when to cut your losses. Right about now, a lot of investors are acquiring this skill. [...]

Byline: IAN McGUGAN; Staff MARKET FORCES Everyone is nervous about what lies ahead. Yet everyone is also busily buying stocks. If you would not have predicted this odd combination of [...]

Byline: JOHN HEINZL INVESTOR CLINIC I recently did an in-kind share transfer from my non-registered account to my tax-free savings account. This transfer was below the book value of the [...]

Byline: Nancy Tengler, Special to USA TODAY After saying for months that inflation was 'transitory,' Federal Reserve Chairman Jay Powell declared in late September that he was frustrated by prices [...]

Byline: ROB CARRICK, Staff Lead PORTFOLIO STRATEGY One of the more strenuous investing exercises is digging for dividend-growth stocks. Dividend-growth stars are consistent in how often and how much they [...]

Byline: Rachel Siegel Two top Fed officials are leaving their posts amid scrutiny over their stocktrading activities during the covid crisis, behavior which spurred an unusual review by the Federal [...]

Byline: SHIRLEY WON, Special to The Globe and Mail Lead Stocks of Chinese companies have been roiled amid a regulatory crackdown in recent months that has targeted a wide range [...]

Byline: ROB CARRICK, Staff Lead One of the best inflation hedges for your investment portfolio is a familiar friend you've relied on since forever. Long a non-issue, inflation has become [...]

Byline: JOHN HEINZL, Special to The Globe and Mail Lead YIELD HOG I've been sitting on a pile of 'cash' in my model dividend portfolio. Now, it's time to go [...]

Byline: Josh Rivera, USA TODAY For many Americans, the only financial goal as of late has been staying afloat. As many as 78% of Americans report they earn just enough [...]

Byline: Amber Phillips For much of the general election in Georgia's Senate races, it was Sen. Kelly Loeffler, R-Ga., on the receiving end of attacks about her stock trades. The [...]

Byline: SCOTT CLAYTON Lead NUMBER CRUNCHER MBA, senior analyst for TSI Network and associate editor of TSI Dividend Advisor WHAT ARE WE LOOKING FOR? Sustainable dividends from spinoff stocks. THE [...]

Byline: NORMAN ROTHERY Lead PhD, CFA, founder of StingyInvestor.com Charlie Munger studies the market for years before loading up on select stocks at good prices. He then sits on them [...]

Byline: JOHN HEINZL, Special to The Globe and Mail Lead INVESTOR CLINIC I have two investments I just don't understand: BK and BK.PR.A. They were purchased by a financial adviser [...]

Byline: TIM SHUFELT; Staff Canadian stocks and their underlying earnings are getting reacquainted after spending most of the year drifting apart. Though the earnings backdrop has been strong, it was [...]

Byline: EMILY HALVERSON-DUNCAN What are we looking for? Momentum stocks that pay a high dividend yield relative to peers. The screen Today, I'm showcasing a strategy that selects stocks that [...]

Byline: SCOTT BARLOW; Staff A rising Canadian dollar, strength in multinational industrial stocks and base metals prices combine with manufacturing data to highlight an accelerating global economy. The weight of [...]

Byline: JOHN HEINZL; Staff Congratulations on deciding to invest some of your money in stocks. Owning a portfolio of blue-chip companies or low-cost funds is one of the best longterm [...]

Byline: KHALED ENIBA What are we looking for? Stocks reflecting a combination of cheap valuations relative to the S&P 500 index, increasing ownership by insiders and longterm price momentum. The [...]

Byline: JOHN HEINZL; Staff My bank is offering a 'BMO Growth GIC' that pays up to 16 per cent at the end of four years depending on the performance of [...]