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
iwb22507 (February 17, 2025)
CanTech still strong… The Week… Gold continues to soar… Gavin Graham’s gold updates: Agnico Eagle Mines, Alamos Gold, Equinox Gold, Franco-Nevada, Pan American Silver… Your Questions: US dollar GICs
iwb22506 (February 10, 2025)
Trump-proofing your portfolio… The Week… Gordon Pape updates Celestica… Palantir – High growth at a high price… Glenn Rogers updates Cheniere Energy, Devon Energy, Next Era Energy, RTX Corp., C3.AI Inc…. Your Questions: Investing in USD… Correction
iwb22505 (February 3, 2025)
Why tariffs will fail… The unexpected black swan… The Week… The downside of a tariff bailout… Richard Croft updates Goldman Sachs, BMO S&P/TSX Equal Weight Banks Index ETF, BMO Covered Call Canadian Banks ETF, Premium Income Corporation Class A… Gordon Pape updates Apple… Your Questions: Reviewing bond portfolio; US dollar high interest account; Reader wants one RRIF; Did she get good advice?
iwb22504 (January 27, 2025)
What does he want?… The Week… Where now for the TSX?… Trump and small caps… Ryan Irvine updates Dynacor, XPEL, Envela… Your Questions: Sell long bonds?
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.