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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 16, 2026

Under Pressure: Fed Independence Under Fire
With apologies to Queen and David Bowie, the US government has turned up the pressure on the US Federal Reserve, and on Chair Jerome Powell in particular, to fall in line with President Trump’s push for lower interest rates. For investors, the question isn’t politics – it’s how this could rattle markets and shake confidence in US interest rates.

Weekly Update for the week ending January 9, 2026

2026 Says “Hello”
Welcome to 2026 – and to the first Weekly Update of the year. A new year always brings a fresh sense of optimism for us investors, and after the bull market of the past couple of years, the hope is that the bull still has plenty of life in it. As always, there will be noise along the way, but the backdrop heading into 2026 gives investors a few reasons to stay cautiously optimistic.

Weekly Update for the week ending December 12, 2025

From Wild West to Launchpad: The Story of the TSXV
A few weeks ago, I took a look at the history of Canada’s premier stock market – the Toronto Stock Exchange (TSX) [link to Nov. 28]. Also known as the big board, it’s the top rung on the TSX ladder. I also mentioned its junior counterpart, the TSX Venture Exchange (TSXV). This week, I thought I’d follow up with a closer look at this often overlooked but essential part of Canada’s market ecosystem. So, without further ado, in the words of Daenerys Stormborn – “Let’s begin.”

Monthly Portfolio Update November 2025

Monthly Portfolio Update November 2025
November didn’t feel like a typically strong month for the markets, even though most major indexes still finished in the green. After such a strong run over the past six months — including a stronger than expected September and October — I had expected that momentum to carry right into year-end. Instead of the strong month I’d been expecting, the markets were quite volatile in November, a month that normally gives investors a smoother ride.

Weekly Update for the week ending November 28, 2025

The TSX: From Trading Club to Major Market
A few weeks ago, while writing the weekly portfolio update, I came across a stock I assumed was on the Toronto Stock Exchange, only to discover it was actually on the TSX Venture Exchange. Then I saw another company I thought was a Venture listing but was actually on the main TSX. That mix-up sent me down a rabbit hole about how the Exchange works and its history. I found the story surprisingly interesting, and this week I thought I’d share some of that history behind Canada’s largest stock market – the Toronto Stock Exchange (TSX).