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 July 3, 2026

AI Spending: When Hype Meets Reality

AI stocks have been back in focus, but not for the reasons that drove their earlier surge. After pushing to fresh highs, parts of the sector have started to cool as investors take a closer look at what’s actually fuelling the rally beneath the surface. The story is shifting from pure excitement around artificial intelligence to something more grounded – the rising cost of building it.

What was once framed as a software-driven revolution is increasingly looking like an infrastructure buildout, with massive spending going into chips, data centres, networking, and energy systems. That shift is starting to raise new questions about funding, profitability, and how long this level of investment can realistically continue without more pressure on balance sheets.

This week I discuss what’s driving the latest move in AI-linked stocks, why spending has become the central theme, and how that ripple effect is starting to show up across the broader market.

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

Monthly Portfolio Update May 2026

Historically, May through October is a weaker period for markets, averaging gains of around 2% compared to roughly 7% from November through April. However, May got off to a strong start as the S&P 500 (S&P) and Nasdaq Composite (Nasdaq) both reached record highs in the opening week. While the rest of the month wasn’t a straight shot higher, the rally continued. The S&P broke above 7,500 for the first time, the tech-heavy Nasdaq crossed both the 25,000 and 26,000 milestones, and the Dow Jones Industrial Average (DJIA) climbed above 50,000 before ending May with its first-ever close above 51,000.

Weekly Update for the week ending June 26, 2026

Canada’s Missing SPR

Last week we looked at America’s Strategic Petroleum Reserve and why it matters for oil prices, inflation, and financial markets. This week, we turn to Canada – where no such reserve exists. Instead of a government-controlled buffer that can be released during supply shocks, Canada relies on a very different system shaped by domestic production, commercial inventories, and private market forces. The result is an approach to energy security that looks quite different from what many investors might expect, with important implications for how supply disruptions are absorbed.

Weekly Update for the week ending June 19, 2026

America’s Emergency Oil Tank

The ceasefire between Israel and Iran reduced the immediate threat to global oil supplies, but it also underscored a quieter issue. After years of emergency releases, including during the recent US-Iran conflict, America’s Strategic Petroleum Reserve (SPR) now sits at its lowest level in more than 40 years. While most investors rarely think about the SPR, its size can influence oil prices, inflation expectations, and the market’s ability to weather future supply shocks.

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