Sentences with phrase «canadian equity portion»

Note: The Canadian Equity portion targets consists of 2 % each in Royal Bank, TD Bank, Potash Corp., Barrick, Encana, Shopper's Drug Mart, Canadian Hydro Developers, Rugged.com plus XIC, XEG, CDZ and CPD.

Either ETF would be a fine choice for the Canadian equity portion but, in my opinion, the XIC is a slightly better choice as it tracks a broader index and the weight of a single stock is capped at 10 %.

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.

Not exact matches

Personally, I don't like much exposure to resources and Canadian equities are 20 % of my allocation, so I prefer to buy stocks directly for that portion (realizing that I could potentially trail the index).

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.

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.

«For example, when the fund pays distributions it needs to sell a portion of the Canadian equities to raise the cash, and in years when markets have positive performance those positions will be sold at higher prices than they were acquired, and thus trigger capital gains.

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.

However, Canadian equities only make up a small portion of my asset allocation (about 14 %), and so not having such a tilt for this market doesn't impact my portfolio dramatically.

The Sleepy Portfolio allocates 28 % of the equity portion to Canadian stocks.

The Canadian portion of the equity allocation can be split between two ETFs: the iUnits i60C (TSX: XIC) and the iUnits iMidCap (TSX: XMD).

Canadian investors are in a different boat compared to Americans on how to split their equity portion between domestic and foreign.

Dan Solin, for instance, suggests putting 10 % of the equity portion in Canadian equities.

One portion of the portfolio is not an index fund; it is a Canadian Equity mutual fund where the MER is 2.05.

That leaves us with the job of picking good stocks to fill the Canadian and U.S. portions of the equity portfolio.

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.

The equity portion — which is the driver of growth — is divided about equally between Canadian, US, and international stocks for maximum diversification.

Even in a portfolio like the Sleepy Portfolio with just 20 percent allotted to Canadian stocks and 22.5 percent each to US and EAFE securities and a further 5 percent to emerging markets, the total exposure to the resource sector in the equity portion comes to 25.8 percent (18 percent of the total portfolio).