Sentences with phrase «canadian equity portfolio»

Bryan joined FGP in 2007 as a senior analyst covering the Telecom and Financial sectors and became FGP's Small Cap Canadian Equity portfolio manager in 2012.

As opposed to their Canadian equity portfolio management brethren, Canadian bond managers should do reasonably well after the FPL is removed.

For example, your Canadian equity portfolio could be compared against the S&P TSX Composite as represented by iShares S&P / TSX 60 Index ETF (XIU: TSX), Horizon's S&P / TSX 60 ™ Index ETF (HXT: TSX), BMO's S&P / TSX Capped Composite Index ETF (ZCN: TSX) or Vanguard's FTSE Canada Index (TSX: VCE).

18 Asset manages «long - only» Canadian Equity portfolios (no derivatives, leverage or short selling) for Institutional and Private Clients.

Doug: It depends on the size of the Canadian equities portfolio.

Not exact matches

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

It's not all doom and gloom for Canadian stocks / Financial Post «It has been a tough run for Canadian investors, especially those who have stayed closer to home when it comes to their equity portfolios.

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 properties.

Prior to joining AEC, Rebecca was Director of Fund Investments for BDC Venture Capital, where she was responsible for managing an extensive portfolio of Canadian venture capital and private equity fund investments.

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.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

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 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.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

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.

The strategy provides exposure to Sionna's large cap equity mandate and a concentrated portfolio of Canadian fixed - income securities issued by federal, provincial and municipal governments.

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.

Consider that from 1970 through 2013, a portfolio with equal amounts of Canadian, U.S. and international equities would have delivered an annualized return between 9 % and 10 %.

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

The rest of this super simple portfolio would be divided equally among the remaining three equity products — Canadian, U.S. and Global.

You should compare your Canadian equity returns to those of an index such as the S&P / TSX Composite, your U.S. equities to an index such as the S&P 500, and your bond portfolio to the DEX Universe Bond Index.

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.

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.

My own bias for most DIY investors is a simple four security portfolio — a Canadian equity ETF, a U.S. equity ETF, an international equity ETF and a bond ETF.

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.

Looking at the stats, the Canadian Equities (TDB900) seem to have almost consistently performed considerably better than the US Equities (TDB902), yet you've chosen to keep your portfolio balanced with 10 % more of the latter than the former.

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.

At the Retire Rich event weekend before last, Bortolotti presented a similarly simple - appearing portfolio: 20 % Canadian equity, 20 % US equity, 20 % international equity, 10 % emerging markets equity and 30 % government and corporate bonds, with a combined MER of just 0.14 %, Bortolotti said.

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.

The graph above shows the performance of a portfolio of 40 % Canadian bonds and 60 % equities, with the equities divided equally between Canada, the U.S., and international markets.

A well - known Canadian proponent of concentrated portfolios is Steadyhand: their Small - Cap Equity Fund, for example, includes just 17 stocks.

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.

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.

The first thing you'll notice is that this is a very conventional portfolio — if you consider the infrastructure component just a specific type of global equity (which it is), it's almost identical to Canadian Capitalist's Sleepy Pportfolio — if you consider the infrastructure component just a specific type of global equity (which it is), it's almost identical to Canadian Capitalist's Sleepy PortfolioPortfolio.

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.

Assuming an equity portfolio that's one - third Canadian, one - third US, and one - third international / emerging, they now project a real return of 4.7 %.

However, I think VCE will be a strong candidate for future additions to the Canadian Equity portion of the portfolio and if markets take a tumble, switching out of XIU will also become an option.

XTF has a couple of new Canadian equity ETFs that use rules - based methodologies to build diversified portfolios of Canadian equities.

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.

RBC Quant Canadian Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.

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.

One final risk / return approach is to consider the impact of the addition of Canadian equity to a portfolio of diversified assets.

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.