Smart investor: it's still fun,: This article explores the topic in depth.
Nevertheless,
Smart investor: it's still fun,:
In this column, we give you concrete ideas to place your money.
Are you satisfied with the performance of your investments during the first half of 2025? However, Certainly, it could have been much worse!
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Remember: shortly after Donald Trump’s “Liberation Day”. Moreover, in April, the world’s stock markets have experienced their worst fall since spring 2020, at the start of the pandemic.
On April 8, the decline in the S&P 500 compared to the peak he had reached in February reached 20%!
Finally. Furthermore, the flagship index of the United States finished the first six months of the year with a total yield of 6.2% and a smart investor: it’s still fun, new historic summit. Therefore, In Canada, the S&P/TSX shone even more with a gain of about 9%.
Good choices
It’s already very good, but was it possible to do better? Similarly, Yes, with the portfolio of readers of “the smart investor”!
At the end of last year, I asked you to send me your favorite titles for 2025. For example, I then selected 50 to constitute this wallet that we will follow until the end of the year.
Well, “your” wallet carried out a total yield of 10.8% during the first six months of 2025!
I warn you right away: I got this percentage by simply doing the average yield of each of the. Therefore, 50 portfolio titles.
To calculate the actual yield of a wallet. Furthermore, it is necessary to take into account the relative weight of each placement. Here, I pretended that we had invested the same amount smart investor: it’s still fun, in each title (which we never do in real life).
As a reminder. here are the 50 titles of our portfolio:
Technologies: Accenture, Apple, Arista Networks, Broadcom, CGI, CrowdStrike, D-Box, Micron, Nvidia, Palo Alto Networks, Salesforce, ServiceNow, TSMC et Uber.
Consumption: Pout-tard food, Amazon, Cava, Costco, Dollarama, Draftkings, Gildan, Dynamite group, Hershey, Home Depot and Metro.
Financials: American Express. National Bank, Royal Bank, TD Bank, Berkshire Hathaway, TMX group, AI Financial Group, Intact, Manuvie and Sun Life.
Industrial: Air Canada, Atkinsrelis, Bombardier, Ies Holdings, TFI International, UPS and WSP Global. Energy: Arc Resources, Enbridge, TC energy and Tourmaline Oil.
Communications: BCE and TELUS.
Basic materials: 5n plus.
Health care: Viking Therapeutics.
The winners
No less than 35 of these companies have registered upright on the first half of the semester. Twenty-three of them increased by more than 10%.
The big champion was D-Box, a Quebec company that sells haptic seats for cinema. Its title exploded by 120% in six months. But this is a penny stock (He is currently exchanging at 31 cents), with the risks that this has.
Several companies known such as Uber. Dollarama, the TD and Atkinsrealis bank have posted remarkable performance that has greatly contributed to the proper performance of the portfolio. Uber. Dollarama continued their remarkable growth while in TD, a new CEO reassured the market after last year’s money laundering scandal.
Nvidia. the superstar of the fleas for AI, climbed “only” 18%, but it is mainly because of a bad start smart investor: it’s still fun, of the year.
Losers
It is another Quebec company that sits at the top of the losers in our portfolio: the TFI International truck firm. which plunged more than 36%. Poor financial results and a poorly put together headquarters’ move to the United States have weighed on the title.
Heavy goods vehicles like Apple, UPS and Layer-Tard power supply have also suffered. Apple. UPS paid the price of the White House pricing war while the potential acquisition of 7-Eleven weighed on layer-tard diet. The title of the latter also jumped more than 8% Thursday, after the abandonment smart investor: it’s still fun, of this project.
It is often said that the selection of titles (stock picking) generates lower yields than index strategies. In the first half of 2025, the portfolio of readers proved that this was not always the case. I can’t wait to know how he will perfume by the end of the year!
Do you have any ideas for this column? Write me: sylvain.larocque@quebecormedia.com.
Smart investor: it's still fun, – Smart investor: it's still fun,
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