Kingsmill Investment Miscellanea

This is my personal, weekly investment commentary, where I provide in a few paragraphs, market commentary, insight and actionable ideas, which is sent out to all my clients.

 

Kingsmill's Investment Miscellanea - Friday, April 11th, 2025

 April 11, 2025 |Joshua Kingsmill
I was fortunate enough to attend a conference hosted by Blackstone this week. Blackstone is the world’s largest alternative asset manager, with over $1 trillion in assets. Many of our clients own one of Blackstone’s flagship funds. This fund provides...
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Kingsmill's Investment Miscellanea - Friday, April 4th, 2025

 April 04, 2025 |Joshua Kingsmill
I promise that every week won’t be about tariffs, but I wanted to provide a summary of this week. As part of the "liberation day" announcement on Wednesday, Donald Trump declared a 10% baseline tariff on all U.S. imports - plus much higher duties to be...
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Kingsmill's Investment Miscellanea - Friday, March 28th, 2025

 March 28, 2025 |Joshua Kingsmill
Its sometimes a question: how does the performance of the Canadian stock market do under different political regimes? It’s not really something that should be guiding our investment choices. We should not be wishing for one party over another if the criteria...
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Kingsmill's Investment Miscellanea - Monday, March 21st, 2025

 March 21, 2025 |Joshua Kingsmill
Just a big picture post, as we talk to clients about this. Following the recent bout of volatility, the S&P/TSX Composite is now ~5.1% off its all-time highs. We all know that sharp retracements within short stints are generally uncomfortable but is part...
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Kingsmill's Investment Miscellanea - Monday, March 10th, 2025

 March 10, 2025 |Joshua Kingsmill
I wanted to share a video that encapsulates what I’ve been hearing and telling clients lately. If you don’t want to click on the video, here are two key takeaways: Even good years have bad stretches. Every year has periods where the market is temporarily...
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Kingsmill's Investment Miscellanea - Friday, February 28th, 2025

 February 28, 2025 |Joshua Kingsmill
The end of day Monday, March 3rd is the last day for RRSP contributions. Avril and I have reached out to all our eligible clients to determine if RRSP contributions make sense. We go through the pros and cons and potential tax savings for each of you...
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Kingsmill's Investment Miscellanea - Friday, February 14th, 2025

 February 14, 2025 |Joshua Kingsmill
I promise that every week won’t be about tariffs, and its implications. Part of my job is to sift between the headlines, and what it is going to mean (or not) in terms of our investments. Recall a few weeks ago when the first tariffs were announced, the...
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Kingsmill's Investment Miscellanea - Friday, January 31st, 2025

 January 31, 2025 |Joshua Kingsmill
So, there are going to be tariffs announced in the next few weeks, we are told. I’ve said many times that we are waiting to see what they are and will make informed investment pivots if required. With all the talks of tariffs, I found this graph interesting...
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Kingsmill's Investment Miscellanea - Friday, January 24th, 2025

 January 24, 2025 |Joshua Kingsmill
We are getting through our communications with clients regarding TFSA and RESP contributions for 2025 and will start looking at RRSP contributions in the next while as well. I always remind everyone: these are “elective” options. We can't do them on your...
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Kingsmill's Investment Miscellanea - Friday January 17th, 2025

 January 17, 2025 |Joshua Kingsmill
As we wait for the inauguration of the President on Monday the 20th, there has been lots of speculation on when/what tariffs might be imposed on Canada. I found this interesting chart which looks at it from the other perspective. Indeed the Canada-US...
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This is my personal, weekly investment commentary, where I provide in a few paragraphs, market commentary, insight and actionable ideas, which is sent out to all my clients.

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