Sentences with phrase «canadian equities in the portfolio»

So, I have to admit that next time the opportunity comes along to increase exposure to Canadian equities, I would be rather tempted to add the Horizons AlphaPro Managed S&P / TSX 60 ETF to the passive ETFs already tracking Canadian equities in the portfolio.

Not exact matches

In addition, SMART Saver women have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment propertieIn addition, SMART Saver women have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment propertiein cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment properties.

Bill Dye, who joined Leith Wheeler in May 1985, is an analyst and portfolio manager, and member of the firm's Management Committee with responsibility for Canadian equities.

To provide superior long - term investment returns by investing in a diversified portfolio of Canadian common shares, convertible debentures and other equity related securities.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity IndeIn addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Indein income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Equity Fund benchmark, defined as the S&P / TSX Equity Equity Index.

Cash, eligible Canadian and U.S. equities, mutual funds, bonds, money market instruments, foreign investments and some options can all be held in your self - directed RSP / RIF portfolio.

Although the Canadian equity market is not nearly as large as some other markets around the world, I still allocate a good portion of my portfolio in it.

There may be a bit of home - country bias in the advice about holding a third of your equity portfolio in Canadian stocks.

An example: the TD Comfort Balanced Portfolio places 55 % in a fixed - income fund and divides the other 45 % among four Canadian and global equity funds, all for a combined fee of less than 2 %.

Say your portfolio includes $ 10,000 in a Canadian equity mutual fund, $ 10,000 in a U.S. equity fund, and $ 20,000 in a Canadian bond fund.

Hedging worked well in the mid-2000s and other periods when the Canadian dollar rose dramatically, but over the long term it causes a drag on equity returns and may even increase a portfolio's volatility.

Of particular note, all three pension managers have materially cut their portfolio allocations to publicly traded Canadian equities in the past three years.

Although Stephen Takacsy has amassed a strong base of dividend - paying stocks in the Lester Canadian Equity Fund, the portfolio manager is finding torque in technology names.

First, the five model portfolios seem well designed on the equity side, with a good mix of Canadian, US, international and emerging markets, as well as REITs — very similar to what you'd see in my Complete Couch Potato.

If you're an index investor using ETFs, I recommend going for true global diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portfolio.

Most retirees should have limited exposure to the stock market, so if you're a retiree with a high percentage of your portfolio in equities, you may want to sell some of your stocks and add more Canadian bonds.

You also need a few ingredients to make a well - diversified investment portfolio — some Canadian equity, some U.S. and international equity and a dollop (even a large dollop) of fixed income, perhaps in the form of bonds or a bond fund.

These are only available in the US, but Canadians could easily build a similar portfolio with ETFs and an extra allocation to Canadian equities.

When I used to write the Portfolio Makeover, a typical Bender portfolio did indeed seem to be simplicity itself: 20 % Canadian equity, 20 % U.S. equity, 20 % international equity and 40 % Canadian bonds, usually in the ETFs of Vanguard Canada or iSharePortfolio Makeover, a typical Bender portfolio did indeed seem to be simplicity itself: 20 % Canadian equity, 20 % U.S. equity, 20 % international equity and 40 % Canadian bonds, usually in the ETFs of Vanguard Canada or iShareportfolio did indeed seem to be simplicity itself: 20 % Canadian equity, 20 % U.S. equity, 20 % international equity and 40 % Canadian bonds, usually in the ETFs of Vanguard Canada or iShares Canada.

A simple Couch Potato portfolio of 40 % bonds and 60 % equities (split evenly between Canadian, U.S. and international stocks) did, in fact, return between 6 % and 7 % annually over the last 10 - and 20 - year periods.

So far, we have shown that a dividend - focused Canadian equity strategy is suboptimal in terms of building wealth (compared to other equity portfolios) and funding retirement goals (compared to a 60/40 portfolio).

It emphasizes foreign equity exposure, observing that, at 57 per cent domestic exposure, Canadians are behind only Australians in having the worst level of home country bias in their portfolios — despite the fact Canada makes up only about 3.5 per cent of global stock market capitalization.

The empirical evidence is powerful and any investor in Canadian equities should consider a dividend strategy for a portion of Canadian equity investment when trying to build a diversified portfolio.

Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the global portfolio yielding a superior risk / return trade - off set.

David Taylor, portfolio manager of the IA Clarington Focused Canadian Equity Class, which outperformed its peers in Morningstar's Canadian Focused Equity and Canadian Equity categories with a return of 35.5 per cent, made a gutsy call in the first couple months of 2016.

The portfolio manager of the Lester Canadian Equity Fund, approximately one - third of which is in large - cap dividend payers, and the remainder focusing on smaller growth - oriented companies, highlighted protectionist policies such as tariffs and import taxes.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity IndeIn addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Indein income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Equity Fund benchmark, defined as the S&P / TSX Equity Equity Index.

Cass recommends they reduce Canadian equities to 30 % of their portfolio and invest in ETFs for U.S. and global equity exposure.

A rising Canadian dollar is good news for snowbirds and importers, but if you hold foreign equities in your portfolio, you've taken a hit.

«Instead, I «d encourage him to move closer to using a well - diversified portfolio that's 100 % in equities by divided equally between a U.S. index ETF, a Canadian index ETF, and an international index ETF.

Rechtshaffen's portfolios typically have 20 % Canadian equities and 20 % in alternative assets (mostly private debt, but could include infrastructure assets and real estate).

I plan on holding Canadian, U.S. and international equities in my portfolio.

For Mrs., we try to keep a portfolio holding in 40 % American stock market, 30 % in the Canadian stock market, 25 % in international equities, and 5 % in bonds.

For Mr., we try to keep a portfolio holding in 40 % American stock market, 30 % in the Canadian stock market, 25 % in international equities, and 5 % in bonds.

Perhaps the second foot will fall next year but in the meantime, our panel views our long - standing picks as more tax efficient in non-registered portfolios: particularly in Canadian equities: Horizons» HXT and in fixed income, First Asset's BXF, and BMO's ZPR.

As the PWL team notes, in all three portfolios Vanguard allocates 30 % of the equity mix to Canadian equities and 70 % to global equities.

I argued a simple portfolio of two actively managed mutual funds — one a Canadian balanced fund, the other a global equity fund to maximize what was then the 30 per cent foreign content limit in RRSPs — was all average investors needed to create a hefty RRSP nest egg.

All iShares funds in the Canadian Equity, Canadian Fixed Income, International Equity and Portfolio Builder categories that are not listed below are affected by this change:

Up until I read about the buzz around Vanguard and it's lower MERs, I was planning on investing all of our money in the Complete Couch Potato portfolio as suggested in the 2011 Edition of the MoneySense Guide To The Perfect Portfolio: i.e. — Canadian equity 20 % iShares S&P / TSX Capped Composite (XIC) US equity 15 % Vanguard Total Stock Market (VTI) International equity 15 % Vanguard Total International Stock (VXUS) Real estate investment trusts 10 % BMO Equal Weight REITs (ZRE) Real - return bonds 10 % iShares DEX Real - Return Bond (XRB) Canadian bonds 30 % iShares DEX Universe Bportfolio as suggested in the 2011 Edition of the MoneySense Guide To The Perfect Portfolio: i.e. — Canadian equity 20 % iShares S&P / TSX Capped Composite (XIC) US equity 15 % Vanguard Total Stock Market (VTI) International equity 15 % Vanguard Total International Stock (VXUS) Real estate investment trusts 10 % BMO Equal Weight REITs (ZRE) Real - return bonds 10 % iShares DEX Real - Return Bond (XRB) Canadian bonds 30 % iShares DEX Universe BPortfolio: i.e. — Canadian equity 20 % iShares S&P / TSX Capped Composite (XIC) US equity 15 % Vanguard Total Stock Market (VTI) International equity 15 % Vanguard Total International Stock (VXUS) Real estate investment trusts 10 % BMO Equal Weight REITs (ZRE) Real - return bonds 10 % iShares DEX Real - Return Bond (XRB) Canadian bonds 30 % iShares DEX Universe Bond (XBB)

In allocating HMA's portfolio, Landry selects the top ranked global asset classes, out of a current universe of 16; which include in part, Canadian and U.S. equities, emerging market equities, U.S. and Canadian bonds, real estate investment trusts, and golIn allocating HMA's portfolio, Landry selects the top ranked global asset classes, out of a current universe of 16; which include in part, Canadian and U.S. equities, emerging market equities, U.S. and Canadian bonds, real estate investment trusts, and golin part, Canadian and U.S. equities, emerging market equities, U.S. and Canadian bonds, real estate investment trusts, and gold.

The fund also decreased its holdings in that segment of its portfolio, finishing the 2018 fiscal year with $ 8.7 billion in Canadian equity and $ 1.8 billion less than in 2017.

Horizons HEF will invest primarily in a portfolio of equity and equity related securities of Canadian companies that are primarily exposed to Canadian banking, finance and financial services sectors and that, as at the Constituent Reset Date, are amongst the largest and most liquid issuers listed on the TSX in their sector.

Horizons HEE will invest primarily in a portfolio of equity and equity related securities of Canadian companies that are primarily involved in the crude oil and natural gas industry and that, as at the Constituent Reset Date, are amongst the largest and most liquid issuers on the TSX in their sector.

Gorman of TD Waterhouse says a typical income investor might consider an equity mix across her overall portfolio of «at least» 60 % Canadian, with the remainder divided between 24 % invested in the U.S. and 16 % in non-U.S. international stocks.

Although the fund typically invests the majority of its assets in Canadian stocks, the portfolio manager may invest a meaningful portion in U.S. equities in pursuit of opportunities not available in the Canadian market.

«All of our investments are in low - fee ETFs or index funds in a couch potato portfolio split 20 % U.S. equities, 20 % international equities, 20 % Canadian equities, and 20 % fixed income.

Let's say you have a traditional Couch Potato portfolio at a discount brokerage, with 40 % in a bond ETF and 60 % in Canadian, U.S. and international equity ETFs.

Given the lack of diversification in the Canadian market — which is dominated by banks, energy and mining companies — international equities should be part of any long - term portfolio.

Patel suggests putting 30 % of one's North American portfolio in domestic equity and 70 % in the U.S. «You want the long - term sustainable companies and while you can get that with, say, the Canadian banks, you also want the Googles and the Microsofts of the world,» he says.

A Couch Potato investor might put it like this: «I plan to save 8 % of my pre-tax income and invest it in a portfolio of 30 % bond ETFs and 70 % stock ETFs, divided equally among Canadian, U.S. and international equities.