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Wealth Awesome+

WA+

The full Awesome Portfolio™ with every monthly change, the dated research reports, and the Canadian small-cap lists. One membership, priced in Canadian dollars.

C$99 a year

Billed once a year. Cancel from the billing portal whenever you like. If the first 30 days do not earn their keep, ask for the money back. Your card statement will read WEALTH AWESOME.

What is in WA+

  • The research reports, each one carrying the date it was last revised: The Only Two ETFs You Need, Awesome Portfolio™, The Canadian Small-Cap Field Guide, and Seven Signs a Canadian Dividend Yield Is a Trap
  • All ten Awesome Portfolio™ holdings, their weights, and a note on every monthly change
  • The two-fund report on pairing a Canadian dividend ETF with a global one
  • Canadian small-cap lists in mining and biotech, scored and dated

This is general information, not advice for your situation. The 7 stocks report stays free with any Wealth Awesome account. Price and renewal terms are spelled out in the terms of service.

The research reports

4 reports. Each one shows the date its figures were last checked, so you know how fresh the numbers are before you read.

Core portfolio report

The Only Two ETFs You Need

XDIV holds 20 Canadian dividend payers for 0.11% a year. XEQT holds 8,272 companies around the world for 0.20%. This report shows what is inside each, what they cost, how they behaved from 2021 to 2025, and how to size the two against each other.

Updated · 17 min read

Awesome Portfolio™

Awesome Portfolio™

A ten-name Canadian core: quality businesses with a blend of growth and income, reviewed monthly so it stays easy to follow.

Updated · 8 min read

Special situations

The Canadian Small-Cap Field Guide

1,496 companies trade on the TSX Venture with an average value of about C$95 million each. This guide is how we read one: the financing, the cash runway, the insiders on SEDI, the sector-specific filings, and the eleven red flags that end a review.

Updated · 18 min read

Income investor checklist

Seven Signs a Canadian Dividend Yield Is a Trap

BCE paid out 125% of its free cash flow in 2024 and cut its dividend 56% in May 2025. Corus yielded 18% before it cut 79%. This report takes eight Canadian cuts apart, shows the number that was visible before each one, and turns them into a seven-point checklist with sector-specific thresholds.

Updated · 17 min read

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