The Most Popular Dividend Stocks + Portfolio BookletsNewsletterFor the past three years, I have made a tradition of surveying my database and pulling out the most popular stocks held by our DSR PRO members. I donāt look at membersā individual portfolios, but my database provides the number of times each stock appears across our 2,289 DSR PRO membersā portfolios. This year, Iāve […]
How to Compare StocksNewsletterWhen we study a promising industry, we often tend to see all the companies through rose-colored glasses. Remember, everybody looks great on their Prom night. This newsletter is all about making the right decisions without getting stuck in the classic paralysis by analysis syndrome. The canvas Iāll describe can be used to compare two or […]
Investing in REITs: Avoid Pitfalls and Generate IncomeNewsletterREITsĀ distribute generous dividendsĀ andĀ are easy to understand. Investors can picture an apartment building or an office tower and see how tenants pay their rent monthly.Ā After covering the basics, we will explore various specific topics such as the place of Mortgage REITs in an income portfolio and a guide to analyze REITs and select the right one […]
Retirement Portfolio and the Withdrawal MechanicsNewsletterAfter having this conversation with many members, I thought of writing a little more about what nobody does: withdrawing money at retirement. We spend most of our lives working hard, making sacrifices, and saving that money for the day we retire. There are zillions of books, articles, and services about building your nest egg. Unfortunately, […]
Itās All About Cash Flow ā Master This Concept and Avoid Bad SurpriseNewsletterThis topic could quickly become a nightmare for those unfamiliar with all the financial lingo. This is the reason I decided to tackle the concept of cash flow. Speaking of which, should we use free cash flow or cash from operations? Letās find out!
Get the Best of Each SectorNewsletterAs investors, we all want the best for our portfolio. We want to make the right decisions and invest in the right stocks. One factor with great influence on both your total investment returns and our portfolio volatility is sector allocation. This combo issue covers each sector to help you identify which sector(s) is best […]
Quarterly Review ChecklistNewsletterTheĀ related newsletterĀ is a complete guide to reviewing your holdings. However, we thought of making a condensed version in the form of a checklist to simplify your quarterly review. The PDF is a fillable form that allows you to work on it onĀ your device. You can also print it and complete it by hand according to […]
How to Convert CAD to USD without Paying Bank Fees ā A Guide to Norbertās Gambit StrategyNewsletterNorbertās Gambit strategy is the most effective way to convert CAD to USD (Canadian Dollar to U.S. Dollar) or vice versa without paying expensive Canadian banksā conversion fees. This article shows you how I save ~2% on all my conversion fees with Norbertās Gambit strategy.
Banking Industry ReviewNewsletterThis week we rank the big six Canadian banks based on their fundamentals, growth opportunities, and their 2023 results. Remember that contrary to popular belief, they are not all the same… We also look at two fast-growing innovators in the Canadian financial services sector: EQ Bank and GoEasy. Interested in U.S. banks?Ā Weāve got you covered. […]
Understanding the Payout RatiosNewsletterThere is a lot of good information to take from dividend payout ratios, but you canāt just take the number from a stock screener or financial site and draw an educated conclusion.Ā Context must be added. This newsletter will help you add that context and assist you in analyzing all the various dividend payout ratios.
DSR Canadian Depositary Receipts (CDRs) GuideNewsletterWe cover Canadian Depository Certificates (CDRs), which are shares of U.S. companies you can buy in Canadian dollars. More specifically: CDRs and how they work Currency Hedging Fractional investing The answers to frequently asked questions about CDRs My opinion about the usefulness of CDRs List of all CDRs as of February 2024
Low Yield, High Growth Stocks at RetirementNewsletterIāve discussed the importance of having low yield, high growth stocks in oneās portfolio many times. Most of you have accepted that this type of stock usually generates the strongest returns. However, many of you think this strategy is better for younger investors in their accumulation phase. At 60, Iāll generate a 5% yield from […]
Sell Everything: A Guide to Selling Your LosersNewsletterBuying is easy and exciting. We always feel confident once we click on the ābuy buttonā. A few months or years later, we are not so confident when we look at the red marks in our portfolio. Should you sell your losers or wait a little longer?
Investment Biases and MistakesNewsletterEmotions taint our judgment and have us do things that donāt really make sense. Since it is very hard to control our emotions, I thought it would be interesting to read about certain investment biases and mistakes so it might ring a bell with my readers when such a situation occurs. At least, you may […]
DSR Portfolio Models Review and Trades!NewsletterThe trades explained in this newsletter are the result of a quarterly assessment and have little to do with the current state of the market. Itās a result of our lecture on macroeconomic trends, quarterly analysis, and an overall portfolio review. This quarter is all about rebalancing our positions.Ā As usual, please donāt follow these transactions […]
Brookfield Inside OutNewsletterBrookfield Corporation is over 100 years old, they have more than 180,000 employees in 30+ countries, and manage more than $750 billion in assets invested in various businesses. Many have been excited about their diversification, smart business model, and ability to thrive while paying generous dividends and providing excellent total returns. However, many investors have […]