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 May 22, 2026

Hawk or Dove? The Fed’s Next Chapter

Jerome Powell’s era at the Federal Reserve has come to an end, and Kevin Warsh now takes over one of the most powerful positions in global finance. With inflation, interest rates, and economic growth all hanging in the balance, investors are now asking the big question: will the Fed’s next chapter be led by a hawk or a dove?

Weekly Update for the week ending May 15, 2026

One of the hardest parts of investing isn’t deciding what to buy – it’s knowing when to sell. This week let’s take a closer look at the often-overlooked “other side” of investing and the reasons long-term investors sometimes decide to move on from a stock. From changing company fundamentals and stretched valuations to shifting goals and better opportunities elsewhere and explain why selling doesn’t always mean you made a mistake.

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

Monthly Portfolio Update April 2026

While March ended as one of the toughest months in years, April delivered a strong rebound. All four major indexes recovered sharply, erasing losses and posting one of their best monthly performances since the pandemic rebound in 2020.

Weekly Update for the week ending May 8, 2026

Earnings season is giving investors a fresh look under the hood of the companies driving the markets. With roughly 20 holdings across my three portfolios reporting results this past week alone, the focus has shifted from headlines to fundamentals. Strong reports from major technology companies like NASD:AAPL continue lifting both individual stocks and the broader market, while weaker guidance can quickly shift sentiment the other way. This week’s commentary looks at what earnings reports really tell investors, what I focus on when analyzing them, and how the latest results helped shape the markets this week.