Tom Lauricella

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. In this week’s newsletter:Aside from a little social media feud between the president of United States and the world’s richest man that tanked his company’s stock, it was a pretty quiet week in the markets. Stocks mainly saw a continuation of recent moves, with tech names and large growth overall leading the Morningstar US Market Index up 1.7%.

3 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:Tariffs on. Tariffs off. The whiplash around President Donald Trump’s trade wars stayed largely confined to the courts and not the markets. Investors took the back and forth over the legality of Trump’s tariffs largely in stride.

4 weeks 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.

1 month 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.

1 month 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.