Weekly & Monthly Updates

Welcome to the Updates Hub!

Here you’ll find all of the Weekly and Monthly Updates from Wealth Through Investing—perfect for keeping up with what’s been happening in the markets and with the portfolios.

The Weekly Update is more market-focused, covering what’s been moving the Canadian and U.S. markets and how that’s impacted the three portfolios. Each one kicks off with a current topic of interest—something I’ve recently learned, found useful, or wish I’d known when I first started investing. Then I dive into the latest major economic news from both countries, break down the week’s market movements, go over portfolio performance, and highlight any companies that have popped up on my radar.

The Monthly Update is a broader recap of the past month in the markets—what drove things (hopefully higher! 😊), how each of the portfolios fared, which companies paid dividends, and any earnings reports that came out. It’s a bit more barebones but gives a clean snapshot of the month’s activity.

Whether you’re checking in weekly or catching up at the end of the month, everything’s here in one place.

You can also explore the full Archives for past updates and click into any of the three portfolios to see which companies are in them—and how they’ve performed since being added.

You can find the companies in each portfolio and how the companies have performed since they were added to a portfolio by clicking on one of them.

Terminology & Conventions

Sectors

The list of sectors was created by the Standard & Poor’s (S&P) company. Every company publicly traded is classified as belonging to a one of these eleven sectors. There are eleven sectors in Canada, and eleven sectors in the USA. While they have the same names, they are comprised of different companies. When talking about companies on the Toronto Stock Exchange or in the Toronto Composite Index (TSX), these companies are members of one of the eleven Canadian sectors. They are not members of the US S&P sectors. For example, Shopify is listed on both the TSX and New York Stock Exchange (NYSE) but because Shopify is a Canadian company it is only listed in the Canadian Technology sector and not in the S&P Technology sector.

Likewise, American based companies are members of one of the eleven S&P sectors. For example, General Motors is part of the S&P Consumer Cyclical sector but is not part of the Canadian Consumer Cyclical sector.

For clarity, you will see sectors preceded by either Canadian or S&P, depending on whether talking about a Canadian based company or American based company.

When mentioning sectors, the sector in question will start with a capital to indicate it is a sector rather than a regular word. For example, Financials indicates the Financials sector, whereas financials refer to a set of documents that indicate the financial health of a company.

Finally, an example to tie this together. The Canadian bank ‘The Royal Bank of Canada’ is a member of the Canadian Financials sector and ‘JPMorgan Chase & Co.’ is a member of the S&P Financials sector.

For more information on sectors, check out Investing Q&A, Question 23.

Writing Conventions

When portfolio(s) is spelled with a capital P, it is specifically referring to one of the three portfolios on this site. When it is spelled with a lowercase p, it is referring to the generic term for a collection of assets (stocks, bonds, etc.).

Weekly Update for the week ending February 6, 2026

AI Turns From Tailwind to Disruptive Headwind
This past week, markets came under pressure as investor sentiment around software companies shifted sharply. While higher interest rates and stretched valuations had already been weighing on the sector, what really rattled investors was a growing belief that parts of the software and professional services industry may be facing real disruption, not just a temporary slowdown.

A lightbulb with a $ filament goes on for bulls and bears.

Monthly Portfolio Update January 2026

January was a bit of a rollercoaster for markets. Indexes pushed to new highs, pulled back to catch their breath, and climbed again, before fading late in the month but still finishing in positive territory. Volatility (also known as buying opportunities 😊) was the name of the game.

Weekly Update for the week ending January 30, 2026

How Central Banks Set Interest Rates
Interest rates are one of those topics everyone hears about, but few people really understand how they actually work. With both the Bank of Canada (BoC) and the US Federal Reserve (the Fed) recently announcing that they were holding their policy rates steady, it felt like a good time to step back and look at what these rates actually are – and how they’re set.

A lightbulb with a $ filament and dollars at the bottom of the bulb goes on for bulls and bears.

Weekly Update for the week ending January 23, 2026

Sell America
Markets don’t always move because the economy changes – sometimes they move because confidence does. This week, that loss of confidence showed up in a phrase many investors hadn’t heard in a while: “Sell America.” And it returned with a vengeance.

But what is “Sell America”?