How do you build the perfect portfolio? For veteran investor Lyle Stein of Forvest Global Wealth Management, it comes down to three secret steps: comfort, calamity, and children.
Comfort is income. These are positions that generate steady cash flow and provide stability when markets get uncertain.
Calamity is protection. These holdings help a portfolio weather shocks, from economic turbulence to market surprises.
Children is growth for the next generation. These investments aim to build long-term wealth in companies with durable growth potential, helping investors leave a legacy.
With that foundation in mind, Stein has identified 12 stocks he believes can form the backbone of a resilient 2026 portfolio. We spoke with him in our latest Ticker Take episode on YouTube, and here is what he highlighted.
Agnico Eagle Mines (AEM)
A top gold miner with decades of dividend consistency. Its strong cash flow and defensive qualities make it a reliable calamity hedge while capturing upside from rising gold prices.
Alphabet (GOOG)
Google’s parent company combines AI innovation with robust advertising cash flow. Its long-term growth potential places it firmly in the children portion of the portfolio.
Amazon (AMZN)
Amazon continues to expand e-commerce and cloud services. With scale and a proven growth trajectory, it’s another children stock designed to build wealth for the future.
Cameco (CCO)
Exposes the portfolio to nuclear energy, a strategic part of the energy transition. Steady operations and long-term demand give it a mix of comfort and children characteristics.
Enbridge (ENB)
A pipeline leader generating reliable dividends. Its steady cash flow and essential infrastructure exposure make it a comfort stock in the portfolio.
Franco-Nevada (FNV)
A gold royalty company that earns from precious metals without the operational risk of mining. It offers protection and upside, a natural calamity holding.
Peyto (PEY)
A natural gas producer positioned to benefit from energy demand trends. Its disciplined operations provide comfort through income, while growth potential touches the children strategy.
Sienna Senior Living (SIA)
Investing in Canada’s aging demographic, Sienna offers an attractive dividend yield with steady growth potential. It fits comfort with an eye toward long-term demographic trends.
Sprott (SII)
Gives investors exposure to gold and precious metals. Designed for market turbulence, it is a calamity holding that protects the portfolio while retaining upside.
TC Pipelines (TRP)
Generates reliable income through pipeline operations. Its stable cash flow makes it a core comfort stock in a balanced 2026 portfolio.
Tourmaline (TOU)
An energy producer benefiting from natural gas demand and disciplined capital allocation. It provides comfort income with children-style growth potential.
Vermilion Energy (VET)
Focused on international energy markets, offering both income and growth. This dual role bridges comfort and children, adding balance to the energy segment.
The Ticker Take
Lyle Stein’s three secret steps make building a portfolio simpler: comfort stocks generate income, calamity holdings protect against shocks, and children positions build wealth for the next generation.
Stein believes this 12-stock blueprint guide for 2026 can help investors balance their stability, protection, and long-term growth goals.
Jon Erlichman is a BNN Bloomberg contributor and the host of Ticker Take on YouTube.
