The Illusion of Diversification: Most Canadian Portfolios Are Far More Concentrated than They Appear and That's Not Good
The article warns that many Canadian investors mistake label‑based diversification for true risk spreading. A 2022 market shock showed the classic 60/40 stock‑bond mix can fail when equities and bonds fall together. Typical Canadian portfolios start with a domestic equity fund dominated by financials, energy and materials, then add global or U.S. ETFs that are heavily weighted toward a handful of megacap tech names, and finally layer balanced funds that reinforce the same sector bias. The result is a seemingly diversified portfolio that is actually highly concentrated.
'Bullish on the Fundamentals,' Analysts See 17% Upside to This TSX Stock
Bombardier Inc.'s shares have fallen 15% since mid‑April, trading around $237.50 CAD (≈$176 USD), which TD Cowen sees as a buying opportunity. The firm maintains a $275 CAD (≈$204 USD) price target, implying roughly 17% upside, and a hold rating ahead of its April 30...
This TSX Stock Rebounds From 'Excessive' Negative Sentiment as Analyst Prices in 22% Upside
Rogers Communications (Rogers) stock rebounded to $49.26 CAD after TD Cowen raised its price target to $60 CAD (≈$44 USD) and upgraded to buy, citing undervalued sports‑asset stakes and debt‑reduction progress. Desjardins also lifted its target to $59 CAD, noting lower capital spending. Enbridge shares...
Thanks to Government Policy, Your 60/40 Portfolio May Not Cut It Under Stress
Canadian government bond yields remain low at roughly 3.4% despite mounting fiscal deficits, climate‑tax initiatives and regulatory burdens that mirror the United Kingdom’s recent policy path. In the UK, 10‑year gilt yields have risen to about 4.9%, a level that...
How to Invest when Markets Are Reacting Irrationally to a War, Oil Shocks and Major Uncertainty
Despite the ongoing Iran war and a sharp oil price shock, the S&P 500 is up roughly 2% year‑to‑date, showing unexpected market resilience. The article outlines five strategies for navigating this volatility: recognizing that sentiment currently outweighs fundamentals, maintaining diversification...
Three Compelling Reasons for Investors to Consider Private Assets
Retail investors typically lack exposure to private assets, often holding less than 10% of their portfolios, while pension funds allocate roughly half of their assets to private offerings. Private assets can enhance diversification because they exhibit lower correlation with public...
Here’s How Investors Can Position Themselves in the Face of Head-Spinning Swings in Oil Prices
Oil markets have swung wildly since the Middle East conflict escalated, with prices spiking after the Strait of Hormuz shutdown and falling sharply on cease‑fire rumors. Investors who chased the rally as a one‑way trade suffered rapid drawdowns, while those...
This TSX Oilsands Major Could Jump as Much as 20% on the Iran War and Strait of Hormuz Crisis, Analyst...
Imperial Oil Ltd. (IMO:TSX) closed at C$178.93, well above the Bloomberg 12‑month consensus target of C$139.71. UBS Global Research raised its price target to C$206, citing stronger refining margins and a Q1 capital spend of C$475 million (≈US$351 million). National Bank of...
This TSX Stock Was a Top Gainer on the Week with a 40% Upside Possible Based on Its Growing Market...
BRP Inc., the maker of Sea‑Doo and Ski‑Doo, posted earnings that highlighted new product rollouts, a 12% year‑over‑year gain in North American market share, and inventory positioned in a "healthy spot," sending the stock up about 9% for the week....
Hey Canadians, Want to Build a Pipeline? Your Pension Might Just Help You Do It
Canada’s new government under Finance Minister Mark Carney is eyeing asset recycling – selling a slice of publicly‑owned infrastructure to private investors – to fund its ambitious $280 billion infrastructure budget. Economists estimate that selling just 5% of the $470 billion of...
This TSX Space and Defence Stock Is a Bright Spot in an Otherwise Struggling Index
MDA Space Ltd. (MDA:TSX) has surged more than 61% year‑to‑date, making it the standout performer on a broadly struggling S&P/TSX composite. The Brampton‑based firm secured a $32 million ground‑based space‑surveillance contract and a strategic partnership with Canada’s Department of National Defence...
Canada to Allow Smaller Companies to Report Financials Twice per Year
Canadian securities regulators have launched a pilot allowing publicly traded companies with revenues of $10 million or less on the TSX‑V or Canadian Securities Exchange to file financial statements twice a year instead of quarterly. Participation is voluntary and requires at...
Dennis, 79, Is Worried About a Market Crash. Should He Move His Portfolio to 100% Income?
Dennis, a 79‑year‑old investor, wonders whether to shift his portfolio from a 30 % equity allocation to 100 % income amid fears of a market correction. The Financial Post’s advice stresses that market timing is unreliable and that a 30 % equity exposure...
How to Invest Like You're on a Boat to Ride Out the Choppiness and Sail Through Market Corrections
Peter Hodson draws parallels between sailing and investing to illustrate five practical strategies for navigating market turbulence. He advises securing expert guidance, employing insurance‑like hedges, diversifying holdings, riding volatility, and taking contrarian positions when sentiment is extreme. The piece uses...
With an Overconfident Government in an Unforgiving World, Investors Should Be Strategic About Canadian Holdings
The article warns that Canada’s overconfident, net‑zero‑focused policy stance is leaving its vast energy and critical‑mineral endowments under‑invested as the United States races to secure AI‑related supply chains. Regulatory layers and cancelled pipeline projects have eroded infrastructure capacity, making the...