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You Can See Our Exchange-Traded Funds Portfolio for October 2026 Here.

ETFs in brief

Exchange-traded funds are set up to mirror the performance of a stock-market index or sub-index. They hold a more or less fixed selection of securities that represent the holdings of that index or sub-index and will allow the fund to “track” its performance.

1 min read

Pat McKeough

ETFs

Critical materials are in high demand

Securing a stable pipeline of critical materials such as lithium, nickel, copper, silver, cobalt, graphite, rare earths and manganese has become a top priority for many national governments. The urgency to secure these materials is intensified by demand expanding simultaneously across the globe (see below).

The extraction and processing of these materials are heavily concentrated in a handful of nations—with China refining over 85% of global rare earths and controlling 50% of copper smelting. As a result, supply chains are vulnerable to geopolitical tensions.

3 min read

Pat McKeough

ETFs

Biotech: great rewards but with risk to match

The biotechnology industry has undergone significant transformation over the past decade, driven by advances in science, technology, and investments. These developments have not only revolutionized the treatment of diseases but have also reshaped healthcare delivery and research. Key breakthroughs span gene editing, personalized medicine, mRNA technology, cell and gene therapies, and the integration of artificial intelligence in drug discovery and diagnostics.

While the overall group of biotechnology companies have performed well over time, the difference in returns of the winners and losers has been exceptionally wide. The reward for developing novel treatments is significant—but the risk of failure looms large.

2 min read

Pat McKeough

ETFs

Strong gains for mining stocks

Global equities delivered another strong monthly return in August 2026, with the Canadian market ahead of other major markets. Bond markets struggled along with inflation concerns.

Mining companies generated excellent returns during August as the prices of precious and base metals remained strong. Gold miners (New York symbol GDX) advanced by 32.9%, while copper miners (Toronto symbol COPP), and uranium miners (Toronto symbol HURA) were not far behind. Also noteworthy was the 16.3% gain from software companies ETF (New York IGV) in the wake of big declines on concerns that artificial intelligence would destroy software developers.

1 min read

Pat McKeough

ETFs

New ETFs for Canadian investors

This month, we highlight a new infrastructure fund from Canadian asset manager Caldwell Investment Management, as well as an ETF from iShares that invests globally in stocks— and with some bitcoin mixed into the portfolio.

Caldwell, Lazard CorePlus Infrastructure ETF $11.73 (Canadian Securities Exchange symbol CPIF) invests mainly in companies involved in infrastructure-related business.

The ETF holds a portfolio of global equities involved in infrastructure development and management.

1 min read

Pat McKeough

Testimonials

The cornerstones of Pat’s strategy–value, diversification and timelines–make his newsletter, The Successful Investor, highly profitable while minimizing risk. His advice is no-nonsense, down-to-earth and based on solid research. You’ll know what to invest in and what to avoid.

Chuck Chakrapani, PhD
Investors Association of Canada
The older I get the better dividends look. For retirees and would-be retirees who want to sleep at night, I can’t think of a better source of information on reliable growing dividend income than Pat McKeough’s newsletter, Dividend Advisor.

Jonathan Chevreau
Financial Post Columnist
As a manager of more than $500 million in mutual funds, I have access to the best brokerage research available in this country. But I still take time to read Pat McKeough’s premium newsletters

John Sartz
I appreciate the 25 years of above market returns I received by following your advice. at least 95% of my investment decisions were based on TSI recommendations.

Chuck J.
Subscriber since 1996. Inner Circle Member Since 2006
The newsletters I receive in Inner Circle Pro are fantastic! I have been following Pat’s advice for years and everything he has said has been amazing. His commentaries are brilliant, insightful, educational, rational and balanced. My returns are almost double the TSE and I have referred many of my friends who have switched over to your services.

Walter H.
Inner Circle Pro subscriber

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Cannabis

Spinoffs

One of the ways a company can try to unlock its own hidden value is by creating a separate company out of a corporate subsidiary. The parent company can either sell stock in the new company to the public, or spin it off—hand the stock out to its own investors.

Dividend Stocks

Dividend stocks make cash payouts that serve as a way for companies to share the wealth they’ve accumulated. These payouts are drawn from earnings and cash flow and paid to the shareholders of the company. Typically, these dividends are paid quarterly, although they may be paid annually or even monthly as well.

ETFs

What are ETFs?

ETF is an acronym for exchange traded fund. These exchange traded funds are used to track indexes as closely as possible, since investors cannot actually buy an index outright.

Value Stocks

What are value stocks?

One of the sweetest and most profitable pleasures of successful investing is to buy high-quality “value stocks” (or stocks that are reasonably priced, if not cheap, in relation to its sales, earnings or assets), then hold on to them as mainstream investors recognize the value and push up the share price.

Blue Chip Stocks

Blue chip stocks are big, well-established, dividend-paying corporations with strong business prospects. These are companies that also have sound management that should be able to make the right moves to keep competing successfully in a changing marketplace.

Penny Stocks

A penny stock in general trades for under five dollars a share, and as the name implies, sometimes for pennies. Most of the time they’re young companies, or start-ups in speculative markets like mining or technology.

Growth Stocks

Growth stocks are companies that are likely to have sales and earnings growth well above market average. Frequently they pay few, if any, dividends. Instead they typically reinvest any extra cash flow to promote further growth. Chosen wisely—according to Pat McKeough’s advice—high-quality growth-oriented stocks can be worthwhile additions to most well-diversified portfolios.

Wealth Management

Wealth management is the practice of putting your savings to work so that it continues to grow over your lifetime and will also benefit your heirs. Wealth management encompasses many different areas of investing like long term investment planning and retirement planning.

Mining Stocks

Mining stocks are investments in companies that produce or explore for minerals. Some of these minerals include uranium, coal, molybdenum (which is used in steelmaking), copper, silver and gold. They are affected by fluctuating commodity prices in addition to their own business and operating risks.

How To Invest

Pat McKeough has been making investing for beginners simple—and profitable—by helping investors make big gains for more than 25 years. His advice to beginning investors is the same as it is for all investors: buy high-quality, mostly dividend paying stocks (or ETFs that hold these stocks) and evenly spread your investments over the five main economic sectors (Resources, Manufacturing, Finance, Utilities and Consumer). Pat also believes investors should avoid stocks in the broker/media limelight and focus on those with hidden or little-noticed assets.

Energy Stocks

What are energy stocks?

Businesses that work in the extraction, refining and delivery of energy sources such as natural gas, oil, uranium and coal, are considered energy stocks.