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 August 14, 2026

The AI Revolution: Understanding the Technology Behind the Investment Boom

Building artificial intelligence (AI) requires far more than powerful software. Companies are spending hundreds of billions of dollars on specialized chips, data centres, networking equipment, memory, and electricity to build and operate today’s AI systems. But why are they willing to spend so much?

In Part 4 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we look at what’s driving the massive AI spending cycle, why companies are racing to build their capabilities, and the critical question investors should be asking: will the economic benefits of AI ultimately justify the enormous investment?

Weekly Update for the week ending August 7, 2026

The AI Revolution: Understanding the Technology Behind the Investment Boom

Artificial intelligence (AI) may seem like software running in the cloud, but behind every AI-generated response is a vast physical infrastructure. From Nvidia’s powerful AI chips to advanced memory, high-speed networking, massive data centres, and enormous amounts of electricity, today’s AI systems depend on some of the most sophisticated technology ever built.

In Part 3 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we explore the infrastructure that makes AI possible and explain why companies across multiple industries—not just technology firms—are benefiting from the AI revolution.

Weekly Update for the week ending July 31, 2026

The AI Revolution: Understanding the Technology Behind the Investment Boom?

Artificial intelligence (AI) may seem almost magical, but behind every AI-generated response is a complex learning process. After exploring what AI is in Part 1 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we now look at how AI actually learns.

In Part 2, we explain what training data is, how AI models are created, why building them requires enormous computing power, and the difference between training an AI model and using one. Understanding this process helps explain why companies are investing billions of dollars in the technology and infrastructure behind the AI revolution.

Weekly Update for the week ending July 24, 2026

Part 1: What Is Artificial Intelligence?

Artificial intelligence (AI) has become one of the biggest investment themes of the decade. Technology companies are spending hundreds of billions of dollars building AI infrastructure, while businesses across almost every industry are looking for ways to incorporate AI into their products and services. But what exactly is artificial intelligence, and why has it become so important?

In Part 1 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we explore what AI is, how it differs from human intelligence, and why today’s AI doesn’t actually think like people do. Understanding the basics is the first step toward understanding why companies are investing so heavily in this transformative technology.

View All Weekly Updates