Can you really retire on a 25% yield? We dive into the buzzworthy Harvest Diversified High Income ETF (HHIS.TO)—a high-yield ETF promising monthly income and exposure to trending growth stocks. Let's explore whether HHIS is a sustainable income solution or simply too good to be true. You’ll learn how the fund is structured, what’s behind its massive distribution, and the trade-offs investors need to consider. You'll Learn The Appeal of Covered Call ETFs Has Grown FastCovered call ETFs are …
ETFs + Dividend Stocks = Smarter Portfolio? How to Analyze Mixed Strategies
Many investors combine multiple strategies in their portfolios. One of the most common combos? ETFs and individual stocks. But here’s the real question: how do you analyze your portfolio when you mix both? Does it make your life easier… or way more complicated? We explore what each strategy brings to the table, how to properly review and balance your holdings, and how to avoid turning your portfolio into a confusing mess. Whether you’re 100% ETF, 100% stocks, or somewhere in between—this one …
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My Favorite High-Yields That Won’t Let You Down [Podcast]
We explore a topic that's unusual for us—high-yield dividend stocks! While yield isn't our focus, we know many investors crave reliable income. So, how can you spot a high-yielder that won’t burn you? Mike shares his favorite picks, how to separate safe income from risky traps, and why the story behind the yield matters less than the numbers. You'll Learn Yield Isn’t a Free LunchA high yield can look attractive, but it often signals something’s wrong. Mike breaks down why it’s not enough to …
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How to Craft an Investment Thesis [Podcast]
We explore what it really means to craft an investment thesis—and why it’s the missing link for many investors. Let's break down the essential steps to writing one, how to use it in buy/sell decisions, and walk through two real-world examples: Alimentation Couche-Tard and BCE. Whether you're a beginner or a seasoned investor, this is your guide to investing with clarity and confidence. Not Sure What to Buy—or When? Whether you’re sitting on cash or staring at a portfolio that needs a …
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These Stocks are Down 20%+… Buy More or Sell? [Podcast]
What should you do when a stock you own is down 20%, 30%, or even 40%? We review major names like UnitedHealth and six others that are currently in the red. But instead of reacting emotionally, Mike shares a clear, practical decision-making framework. Whether you're holding long-time favorites or recent disappointments, decide if it's time to sell, wait, or buy more. Not Sure What to Buy—or When? Whether you’re sitting on cash or staring at a portfolio that needs a refresh, the DSR …
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REITs Under Pressure – How to Invest Wisely in Real Estate Stocks: A Guide [Podcast]
Mike and Vero demystify real estate investment trusts (REITs), exploring how they work, where they’re struggling, and which ones still make sense in a dividend growth portfolio. Learn how to analyze REITs using the right metrics, spot red flags, and know if they belong in your portfolio at all. Build Your Portfolio with Clarity and Confidence Download the free DSR Investment Roadmap and get a step-by-step plan to invest with purpose. What you want is simple: you know where you started …
