Before I tell you what I saw in my crystal ball for 2026, keep this line in the front of your mind: “… the big trends mostly right will not always lead to the outcome that you anticipate.” — Mackenzie Market Outlook And here’s the warning label I want on this entire post: adjusting your portfolio is healthy. Replacing your portfolio is usually a mistake. In other words, tweak—don’t flip the table. The key remains the same: stay invested. Now let’s look at the first theme that matters …
Dividend Income for Life—Stop Chasing Yield and Start Controlling Your Paycheque
When it comes to building a retirement portfolio, the dream is simple: an income stream that lasts as long as you do. But here’s the part most investors don’t like hearing: you don’t get there by shopping for the highest yield. You get there by building a portfolio that can keep producing cash flow and preserve (or grow) your capital across complete market cycles. This is precisely why I created the Dividend Income for Life Guide—a practical roadmap to help you build a retirement income …
How to Invest in 2026 [Podcast Series]
This New Year mini-series is built for investors who want a clear plan for 2026—without drowning in market noise. Across six quick episodes, Mike and Vero cover where markets were in 2025, what could derail portfolios in 2026, how to think about high-yield stocks safely, and how to tighten your process so you can invest with conviction. (Quick reminder: this is for information and education—not personal financial advice.) How to Invest in 2026: Series Intro (Jan 1st) Mike and Vero kick …
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Dividend Traps, Yield Chasing & Safety Metrics — What to Watch Out For With Russ Knopf (Dapper Dividends) [Podcast]
A 7% yield can look like a shortcut—until it isn’t. In this episode, Vero welcomes Russ Knopf (Dapper Dividends) to unpack how “accidentally high” yields happen, why they so often precede cuts, and the simple safety checks that keep your income on track. You’ll hear real examples, the role of free cash flow vs. EPS, and how to balance yield today with total return tomorrow. Download the Dividend Income for Life Guide for Free You'll Learn What a dividend trap …
Why Cash Flow from Operations Isn’t My First Screen—and Where It Wins Big
Cash flow is powerful—but as a first screen, it’s too volatile. I start with the Dividend Triangle—multi-year trends in revenue, EPS, and dividends—to find steady compounders across cycles. Then I bring in cash flow to confirm my thesis and verify the safety of the dividend. If you want CFO mechanics and the BCE visuals, see Part 1: Operating Cash Flow vs Free Cash Flow: Follow the Cash (Case Study). The Dividend Triangle Comes First Your first pass should be fast, comparable, …
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Operating Cash Flow vs Free Cash Flow: Follow the Cash (Case Study)
Cash is king—and operating cash flow (OCF or CFO) is the clearest look at how much cash the business actually generates from day-to-day operations. It’s the money that hits the bank after customers pay and the company covers the costs of running the business, before financing and investing decisions. Many investors watch cash flow because it’s harder to “polish” than earnings. When margins are stable, CFO tends to follow revenue trends. That’s why management often talks about revenues and …
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