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 October 2, 2026

US Treasury yields have climbed to levels not seen in more than two decades, creating a new challenge for stock investors. With the 10-year yield reaching 5.34% and the 30-year approaching 5.6%, government bonds are becoming a more compelling alternative to equities, while higher borrowing costs and persistent inflation add pressure to the stock market. The higher yields go, the harder it becomes for investors to ignore the alternative sitting in the bond market.

Weekly Update for the week ending September 25, 2026

Beyond the Obvious: Finding Hidden Opportunities
Major investment trends don’t always benefit the companies making the headlines. Sometimes the more interesting opportunities can be found further down the supply chain, in businesses providing the equipment, infrastructure, and services needed to support that growth. Generac’s recent deal to supply backup generators to Amazon’s data centres is a good example of how AI can create opportunities well beyond the technology companies at its centre.

Weekly Update for the week ending September 18, 2026

How Oil Moves Markets
Rising oil prices can set off a chain reaction that reaches far beyond the gas pump. Here’s how oil can influence inflation, interest rates, bond yields and ultimately stock prices.

Weekly Update for the week ending September 11, 2026

The Canada-US Trade War: What’s Really Going On?

The headlines make the Canada-US trade war sound simple: America is running a huge trade deficit with Canada, so tariffs are the answer. But is it really that simple? A closer look at the numbers – and who actually pays for tariffs – tells a very different story.

View All Weekly Updates