Tom Lauricella

1 week ago | morningstar.ca | Tom Lauricella

iShares Core MSCI Canadian Quality Dividend Index ETF XDIViShares S&P/TSX Canadian Dividend Aristocrats Index ETF CDZRBC Quant Canadian Dividend Leaders ETF RCDTD Q Canadian Dividend ETF TQCDCanadian Dividend & Income Equity Funds PerformanceOver the last 12 months, Canadian dividend & income equity funds have returned 15.41%. On an annualized rate, Canadian dividend & income equity funds have returned 7.99% over the last three years and gained 13.39% over the last five years.

2 weeks ago | morningstar.com | Tom Lauricella

Want to stay informed with market insights and investing ideas from Morningstar? Sign up for my weekly Smart Investor newsletter here. This week’s highlights:I consider it a truism that stock investors are optimists and bond investors are pessimists. There is of course that idea that bond prices go up during bad times for the economy, but look at the recent market dynamics around fiscal policy and trade policy.

2 weeks ago | morningstar.ca | Tom Lauricella

It’s been a wild ride for investors in US stock exchange-traded funds in recent months, rolling from a bull market into a tariff-driven downturn and back up again. Amid this volatility, it can be difficult to sift through the dozens of US stock ETFs available to Canadian investors. To screen for the top-performing ETFs in this category, we looked for those with the best returns over the last one-, three-, and five-year periods. All names that passed the screen were index funds.

2 weeks ago | morningstar.com | Tom Lauricella

Want to stay informed with market insights and investing ideas from Morningstar? Sign up for my weekly Smart Investor newsletter here. This week’s highlights:If you hadn’t checked your portfolio this year, you might think nothing had happened in the markets. With President Donald Trump’s latest retreat on tariffs, stocks staged a 5.3% rally this past week, led by technology and large company names.

4 weeks ago | morningstar.com | Tom Lauricella

Want to stay informed with market insights and investing ideas from Morningstar? Sign up for my weekly Smart Investor newsletter here. This week’s highlights:In a week when headlines seemed dominated by “investor optimism” about trade negotiations, the stock market’s rebound from its early April tariff plunge ran out of steam. Even the 2023-24 throwback rally among the Mag Seven took a breather. Perhaps the theme of the week is again uncertainty--at least, it was at the Federal Reserve’s meeting.