Blog Archives - The Dividend Guy Blog

3 Stocks to Get the Best Out of the Trade War

The trade war is getting worse. There are tariffs everywhere. That is also where the opportunities are. Today I am on the positive side. Here are the sectors that shield you, the sectors taking the hit, and three companies that could do well down the road. *Disclosure: I own Stantec (STN.TO), CGI (GIB.A.TO), Canadian Natural Resources (CNQ.TO), National Bank (NA.TO) and Royal Bank (RY.TO). I do not own Adentra (ADEN.TO). This is education, not advice. Do your own due diligence. What …

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4 Signs of a Bear Market, and Why I Am Still Fully Invested

Blog, Investing Strategy

I have been fully invested in stocks for 23 years. I tell you to stay invested, and I mean it. Right now, indicators suggest a bear market is brewing. Four things bother me at the same time, and that has not happened in a while. Not one of them is making me sell a share. *Disclosure: I own National Bank (NA.TO), Canadian Natural Resources (CNQ.TO), Apple (AAPL) and Microsoft (MSFT). This is education, not advice. Do your own due diligence. Is a Bear Market Coming? Four pressures are …

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Why a 2% Dividend Yield Portfolio Beats a 25% One

Blog, Dividend Growth

Who puts $750,000 into a portfolio paying 2% when the same money can buy a 25% yield? That is $15,000 of income a year against $187,500. Written that way, nobody picks the $15,000. I pick it. One of those two portfolios is still paying me in twenty years. The other one runs on a distribution nobody has proven can last. *Disclosure: I own Apple (AAPL), National Bank (NA.TO) and Royal Bank (RY.TO). This is education, not advice. Do your own due diligence. What Is the Point of a 2% …

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Pension to LIRA: 9 Years of Real Returns, No New Money – Dividend Income Report

Blog, Dividend Income Report

In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and we drove all the way to Costa Rica. Upon my return in 2017, I officially quit my job as a private banker at National Bank and started working full-time on my baby: Dividend Stocks Rock. I also decided to manage my pension account held at the National Bank. I’ve built and managed this portfolio publicly since 2017 to create and track a real-life case study. In August 2017, I received $108,760.02 in a …

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Is Dividend Investing Dead? What Died and What Didn’t

Blog, Investing Strategy

"Dividend investing as I knew it and loved it is dead." That is not my line. It belongs to Todd Wenning, a dividend investor who spent years making the case for dividend growth stocks. He published it on Flyover Stocks. The Globe and Mail picked it up. A reader named Kevin sent it to me. I read it twice. Then I did something you might not expect from a guy who has been following a dividend growth investing strategy since 2010. I agreed with most of it. Not all of it. But most of …

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Wealthsimple Revenue: Why $155 Billion Earns Less Than You Think

Best Dividend stocks, Blog

Wealthsimple holds $155.6 billion for 3.6 million clients. Assets are up 84% in one year. The second quarter alone added $30.8 billion, with roughly $17 billion of that arriving as net inflows. Now open Power Corporation's second quarter and look for the Wealthsimple line. You will find Great-West Lifeco at $871 million. You will find IGM Financial at $211 million. You will find Sagard at $33 million. You will not find Wealthsimple. That gap between the story and the statement is the …

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