RE:yield vs total return Great post, I echo your thoughts on yield investing.
Got scared out of Enbridge with this Widmer fiasco, so have decided to wait it out with Fortis
Its been my experience that political decisions are the cause of some of my worst investment woes
Like Telus ..like their exposure to some techy sidelines
Aecon has a nice yield and its a good business..allways seems to get no respect so I just hang in there and collect the divvy
I thought for sure you would have a lifeco...Manulife
Having said all that..its obvious that for a yield investor the biggest fear is the coming inflationary debacle..so you have to own the hedges....and I go straight to Gold...Newmount for sure but for the fun factor a smattering of juniors
Also Altius is a great resource play..and I would throw in a forestry stock as well...WEF
Finally .I see bitcoin as the ultimate fraud and would avoid the crypto like the plague...tho I fear the rest of the world is in love with the concept
Thanks again for posting