One of the most important principles of sound investment management is staying on top of what’s happening in the world and how those events affect finances. Conditions change quickly, and keeping up-to-date on developments and trends can be challenging. The team of experts producing IWB have been advising Canadian investors for over 25 years.
Edited and Published by Gordon Pape. Associate Editor: Richard Croft
With Gavin Graham, Ryan Irvine, Glenn Rogers, Shawn Allen, Adam Mayers, Paul Bamford & Michael Corcoran.
Recent Issues
iwb22523 (June 23, 2025)
Risk and opportunity… The Week… Covered calls vs. long-only… Richard Croft updates VanEck Vectors Oil Services ETF, Vanguard Real Estate Index Fund ETF, Vanguard Russell 1000 Growth ETF, Vanguard Russell 1000 Value ETF… Glenn Rogers updates Vanguard Extended Duration Treasury Index Fund… Setback for Buy and Hold Portfolio
iwb22522 (June 16, 2025)
Too expensive? Maybe not… The Week… Israeli attack boosts defence stocks… Safe havens in troubled times… Dividend funds doing well… Powering the future… Glenn Rogers updates Global X Lithium and Battery Tech ETF, Van Eck Vectors Gaming ETF
iwb22521 (June 9, 2025)
Bonds struggle… The Week… “Picks and shovels” investing… Ryan Irvine updates Orbit Garant… Ryan Irvine picks Propel Holdings… Gordon Pape updates Walmart, Home Depot… Your Questions: What to do with MUB
iwb22520 (June 2, 2025)
Tariffs under fire… The Week… Oil’s time to shine?… Gavin Graham updates Chevron, Canadian Natural Resources… Takeover bid for InterRent… Masters of Finance: Jesse Livermore… Your Questions: Low-risk bond ETFs
Recent Updates
Vanguard Extended Duration Treasury Index Fund (NYSEArca: EDV)
EDV was launched in December 2007. It seeks to track the performance of the Bloomberg US Treasury STRIPS 20–30 Year Equal Par Bond Index. It has US$2.4 billion in assets under management and a minimal expense ratio of 0.6%.
Hold
VanEck Vectors Oil Services ETF (NYSE: OIH)
OIH invests at least 80% of its total assets in securities that comprise the fund’s benchmark index. Effectively, OIH is a passive sector-specific ETF.
Sell
Vanguard Real Estate Index Fund ETF Shares (NYSE: VNQ)
VNQ holds a basket of stocks in the real estate sector that mirrors its constituent index. VNQ tracks the MSCI U.S. Investable Market Real Estate 25/50 Index and while it is considered a little riskier than average, it is not among the riskiest classes of ETFs.
Sell
Vanguard Russell 1000 Growth ETF (NDQ: VONG)
VONG holds a basket of stocks that generally track the performance of the Russell 1000 Growth Index, a broadly diversified index predominantly made up of growth stocks of large U.S. companies.
Hold
Vanguard Russell 1000 Value ETF (NDQ: VONV)
VONV holds a basket of stocks representative of the Russell 1000 Value Index. This is a broadly diversified index predominantly made up of value stocks of U.S. companies.