Monthly Newsletter - May 2025

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Jun. 03, 2025 4:50 PM ETACTV, AFMC, AFSM, ARKK, AVUV, BAPR, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, QQQ, SPLV, SPMD, SPMO, SPMV, SPSM, SPUS, SPUU, SPVM, SPVU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SPYD, SPYG, SPYV, SPYX, SQEW, SQLV, SSO, SSPY, SVAL, SYLD, TMDV, TPHD, TPLC, TPSC, UAUG, UJAN, UMAR, UMAY, UOCT, UPRO, USMC, USMF, USVM, MAGSBaskin Financial Blog685 Followers(7min)SummaryWe rigorously diversify our portfolios so that no one security can be too important for any client.We try to limit uncertainty by buying only very high-quality companies that provide goods or services that people must have.The capital market volatility we have witnessed in the first five months of 2025 is unlike anything I have seen in my 45 years in the financial services industry.Jonathan KitchenBy David BaskinI’m Certain Of This: The Times Are UncertainIt will not surprise you to learn that a number of our clients have been in contact with us lately, asking how we should deal with theThis article was written byBaskin Financial Blog685 FollowersDavid Baskin & Barry Schwartz are the lead Portfolio Managers at Baskin Financial Services in Toronto, Canada. David and Barry appear frequently on national television and radio and are quoted widely in the press.CommentsRecommended For You