Insurers—one P&C, one Life—offer solid yields

Insurance companies are vulnerable to catastrophic events and other unforeseen events like COVID-19. However, these two insurers continue to benefit as higher interest rates boost returns from their fixed-income securities (mainly bonds). That should let them keep raising your dividends.
INTACT FINANCIAL CORP. $208 is a.. Read More

Closer look at four of our recommendations

Here’s a look at some of the factors that make the three ETFs we see as buys on pages 3 and 4 attractive—and why we don’t like the fourth.
Healthy profits in healthcare equipment
With the onset of the COVID-19 pandemic, healthcare equipment providers were hurt as… Read More

Sun Life rewards investors

SUN LIFE FINANCIAL INC. $65 is a buy. The company (Toronto symbol SLF; Conservative-Growth Dividend Payer Portfolio, Finance sector; Shares outstanding: 587.0 million; Market cap: $38.2 billion; Dividend yield: 4.6%; Dividend Sustainability Rating: Above Average; www.sunlife.ca), is Canada’s third-largest insurer by market cap after Manulife (No. 1) and… Read More

Investors can expect more dividend hikes

Sun Life recently acquired a U.S. firm that specializes in dental insurance. The company is also benefitting from rising interest rates, which is letting it earn higher returns on its bond portfolio. Those factors should continue to let it keep raising your dividend.
SUN LIFE FINANCIAL… Read More

Follow our time-tested TSI diversification strategy

A key component of our TSI investment philosophy is to diversify investment portfolio holdings across most if not all of the five main economic sectors. That way, investors can avoid overloading their portfolios with stocks that are about to slump simply because of industry conditions… Read More

Dear Pat, I would like your words of wisdom re: investment clubs. I did read a bit in your book, Riding the Bull, but could you please give a few reasons for and against, and mainly pitfalls to avoid. It has been some time that I have been enjoying The Inner Circle. As a long-time subscriber to Successful Investor, it is what I expected it to be. Good solid advice, only more of it.

A: Many thanks—it’s always a pleasure to hear from a long-time happy subscriber!

I’ve heard good and bad things over the years about investment clubs. First off, you need to keep in mind that the term “club” can be misleading. For many people, it conjures up… Read More

Your ideal investment portfolio mix can include both conservative and aggressive investments—but follow these tips

Your ideal investment portfolio mix can include both conservative and aggressive investments—but follow these tips

There is no “one-size-fits-all” ideal investment portfolio mix. But there are some key portfolio diversification tips that every investor should follow.
Are you trying to determine your ideal investment portfolio mix? Ultimately, the percentage of your portfolio that you should hold in either conservative or aggressive… Read More