Sentences with phrase «canadian equity holding»

In my opinion, the use of derivatives makes HXT an unsuitable core Canadian equity holding for the following reasons.

Of course, it's not all wine and roses: your Canadian equity holding is still down more than 7 % in two months.

The Canada Pension Plan cut its Canadian equity holdings to 5.4 % from 8.4 %, and the Caisse de Depot's allocation fell from 12.6 % to 9.0 %.

Bottom line: XMD is an extremely useful fund that probably should be more widely used by investors, especially those with large portfolios who are willing to divide their Canadian equity holdings among two funds.

«The distributions in any given year will depend on the activity of the flows of the fund and the performance of the Canadian equities held by the ETF as part of the structure.

«Home country bias is a common problem with investors,» says DeGoey, who recommends Jeff lower his Canadian equity holdings to 18 % from 41 %.

But this week it finally flagged a few accounts: they were new clients who bought their Canadian equity holdings only recently.

Not exact matches

We put together a virtual portfolio of the publicly traded equities held by members of Canadian Business's Rich 100.

I also hold additional equity assets via Canadian index ETFs and mutual funds.

The Horizons Enhanced Equity ETF (HEX / TSX) holds 30 large cap Canadian stocks that also have liquid options markets.

Yet this time around Burger King, backed by its largest shareholder, a Brazilian private equity firm called 3G Capital, plans to locate the holding company that will control the two chains squarely on Canadian soil.

In this three - part series, we examine whether «conservative» Canadian business culture is having a negative effect on equity crowdfunding taking hold in Canada.

Over the course of his career, Mr. Kaushal has worked in senior roles with a number of Canadian investment banks, including Desjardins Securities Inc., Orion Securities Inc., Vengate Capital Partners Company, HSBC Securities Inc., Medwell Capital Corp. and Gordon Capital, and has held various roles within the private equity / venture capital industry.

In the 12 - month period ended Dec. 31, 2017, Canadian ETF assets under management (AUM) held in U.S., international, global and emerging - market equities increased by a healthy 46 % to $ 46.2 billion from $ 31.6 billion a year earlier, according to figures from the Canadian Exchange - Traded Funds Association.

Kirk Falconer PE Hub — IPO (Canada) Jeld - Wen Holding Inc (NYSE: JELD) has priced a secondary offering of 12.5 million shares at US$ 33.75 per unit for certain investors, including Canadian private equity firm Onex Corp..

Still, according to a study from Pennsylvania - based Vanguard Group Inc., Canadians persist in holding 60 % of their equities investments at home.

I found most of the Canadian equity mutual funds hold the same companies and sectors.

«Strong equity gains domestically and a weaker Canadian dollar helped boost foreign holdings, but lower long - term bond yields will have increased most plan liabilities,» said Scott MacDonald, managing director, Pensions for RBC Investor & Treasury Services.

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in CEquity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Cequity holdings in securities domiciled in Canada.

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.

Canadian dividend / income equity funds held sixth place in terms of 15 - year performance.

However, Canadians already have significant holdings in local markets through index funds, ETFs, mutual funds or direct stock holdings and need to calibrate their allocation to Canadian equities to account for the additional exposure through VEU, which at present is 5.5 %.

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

For Canadian exposure, he suggests the BMO Low Volatility Canadian Equity ETF (ZLB), which holds 40 stocks deemed to have the lowest risk.

Most of his holdings are in registered and non-registered accounts — mainly cash and fixed income, with 30 % made up of high - fee Canadian equity mutual funds with management expense ratios (MERs) of up to 2.4 %.

If you also hold a Canadian equity mutual fund filled with these same sectors, you may be paying a high fee to the fund company for little diversification benefit, since you already own most of the same stocks.

Not including the cash and GIC holdings, her new portfolio would be built from just five ETFs: one for bonds, one for real estate, and one each for Canadian, US, and international equities.

According to a survey by the International Monetary Fund in 2012, Canadian investors held about 59 % of their equities in domestic stocks.

Your non-registered account holds $ 1,000 in Canadian equities that return 8 %, of which 3 % is from eligible dividends and 5 % is a realized capital gain.

Say, for example, that both you and your spouse both hold some bonds in your RRSPs and some Canadian equities in your TFSAs.

Bottom line: We believe it makes sense for Canadian dollar based investors to retain currency exposure in non-domestic developed market and emerging market equity holdings.

While VCE holds 78 large - cap stocks, the new index includes 255 holdings and covers 96 % of the Canadian equity market.

For example, the DFA Canadian Core Equity Fund holds 578 stocks.

For example, instead of tracking the S&P / TSX Composite, the Canadian equity fund will now simply hold shares in the BMO Dow Jones Canada Titans 60 Index ETF.

Although these ETFs track bond indexes, they actually hold Canadian equities as part of the forward structure.

It seems likely that the ETF is aimed primarily at American investors who want exposure to our equity markets, but Canadian individuals and business with significant US cash holdings may find it useful.

ETFs holding international stocks are often pricier than those holding U.S. or Canadian equities.

Based on his risk tolerance and goals, Thomas is aiming for an asset allocation of 60 % stocks and 40 % bonds, with the equity holdings more or less evenly split among Canadian, U.S. and international.

That's one of the reasons why Steiman says Canadians may want to put just 20 % to 40 % of their equity holdings in domestic stocks, and the rest in foreign equities.

Similarly, if you hold four Canadian equity funds, chances are that they hold many of the same companies.

Yes, it's all horrendously complex but here's a simple tip for those wishing to hold international equities: If all other things are equal, look for a Canadian ETF provider that offers a TSX - listed international equity ETF that holds the foreign securities directly.

Suppose your Canadian equity ETF has a market value of $ 20,000, but you purchased the holding for $ 18,000.

Assume an individual has $ 31,000 in a TFSA and it holds only Canadian equities (to avoid paying unrecoverable withholding taxes on foreign dividends).

Say you hold $ 20,000 worth of a Canadian equity ETF and are thinking about switching to a competitor that's 0.10 % cheaper.

The reverse has been true, however, for Canadian dollar - based investors: exposure to global equities in their local currencies has resulted in higher volatility — not less — than the same exposure held in Canadian dollars.

Anyhow, no matter how good is TD Waterhouse, I was thinking about transferring the 7 000 $ I hold in my TFSA under the Sprott Canadian Equity Fund into RRSP before the end of 2010.

I currently hold, let's say roughly, a 7 000 $ into a TFSA invested in the Sprott Canadian Equity Fund.

• Unlike in the U.S., underwriting standards for qualifying mortgage borrowers in Canada have been maintained at prudent levels resulting in mortgage borrowers here being much more creditworthy; • Canadian mortgage lenders never offered low initial «teaser» rate mortgages that led to most of the difficulties for mortgage borrowers in the U.S.; • Most mortgages in Canada are held by their original lender, not packaged and sold to third parties as is typical in the U.S., and consequently, Canadian mortgage lenders have a vested interest in ensuring that their mortgage borrowers are creditworthy and not likely to default; • Only 0.3 % of Canadian mortgages are in arrears versus 4.5 % in the U.S. and what even before the start of the U.S. housing meltdown two years ago was 2 %; • Canadians tend to pay down their mortgage faster than in the U.S. where mortgage interest is deductible from taxes, which encourages U.S. homeowners to take equity out of their homes to finance other spending, a difference that is reflected in the fact that in Canada mortgage debt accounts for just over 30 % of the value of homes, compared with 55 % in the U.S.

I am not surprised that it worked out well for you because the last 4 years have been extremely good for equities (you may want to research your holdings because the average returns for Canadian equities in the past 4 years is more than 20 % and you seem to indicate that you averaged 12 %).

Generally, small - cap Canadian equity funds invest mostly in small or very specialized companies, while large - cap Canadian equity funds hold mostly large corporations.