Recent Buy – Power Corp of Canada

POW

May is usually a month which sees plenty of volatility return to the stock market as traders and short-term investors tend to sell their holdings and go away for the summer. This cycle, called Sell-In-May-And-Go-Away, usually provides great opportunities for long term investors to initiate or add to positions. However, this year seems to be a pretty quiet one as well – similar to previous years, with just a bit of sell-off half-way through the month, although the bond market is seeing quite a rout in the last few weeks. The winds will surely reach the stock market sooner or later, and I continue to watch patiently. For now, I have decided to deploy a small amount of cash to initiate a new position.

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Chatter Around the World – 96

Chatter Around the World is a curated weekly update of articles related to economics, investing, dividends and personal finance. In these weekly updates, I also capture my blog updates and news related to my portfolio holdings.

Minimum wages

Minimum Wage Across OECD Countries

Image Source: TopForeignStocks.com

New Blog Posts

Let’s dive into the links that caught my attention this week.

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Emerging Market Bonds

Back in February, I shared details of one of our long term plans for my wife’s portfolio of moving funds from an expensive mutual fund to low cost diversified ETF portfolio. This was also one of our financial goals for the year, which we were happy to put behind us. The post Building an ETF Portfolio can be found here. The long term goals of the portfolio remain the same as discussed, which includes passivity (following the passive investing route), simplicity, diversification, expense check, and dollar cost average into the selected funds. One thought that I’ve been debating for that portfolio is adding diversification in the fixed income portion. The fixed income exposure, which makes 40% of my wife’s portfolio comes from a single ETF called the BMO Aggregate Bond Index ETF (ZAG.TO). The ETF consists of high quality bonds (43% of the fund is made of AAA rated bonds) – consisting of federal, provincial and corporate debt.

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Chatter Around the World – 95

Chatter Around the World is a curated weekly update of articles related to economics, investing, dividends and personal finance. In these weekly updates, I also capture my blog updates and news related to my portfolio holdings.

US Home Prices

US Home Price Changes from Q3 2006 to Q1 2015

Image Source: Investors Unite

New Blog Posts

Let’s dive into the links that caught my attention this week.

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It’s Time to Buy Omega Healthcare Investors Inc

Omega Healthcare Investors Inc (OHI) is a real estate investment firm that is focused on SNF (skilled nursing facilities) in the US. The company is a high yielder and grows dividends regularly on a quarterly basis putting more money in investors’ pockets for faster compounding. With 10,000 baby boomers turning 65 each day, the massive population demographic aging that requires medical care, Healthcare REITs stand to benefit, and as such, there is a very strong case for investing in the sector. The stock currently appears undervalued.

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