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Bank of America Corporation (BAC $46.73)
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JPMorgan Chase & Co. (JPM $286.86)
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Prudential Financial Inc. (PRU $105.94)
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Manulife Financial Corporation (MFC $41.71)
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iShares S&P/TSX Capped Financials Index ETF (XFN $65.37)
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BMO Equal Weight US Banks Index ETF (ZBK $38.38)
Q: What’s the best way to play the US and Canadian financials in this market? Stocks or funds are fine.
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Visa Inc. (V $347.93)
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Toronto-Dominion Bank (The) (TD $100.69)
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Enbridge Inc. (ENB $60.97)
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Canadian Natural Resources Limited (CNQ $43.91)
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Pembina Pipeline Corporation (PPL $50.43)
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Alimentation Couche-Tard Inc. (ATD $68.63)
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Brookfield Infrastructure Partners L.P. (BIP.UN $44.29)
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BMO Equal Weight US Banks Index ETF (ZBK $38.38)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $70.65)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.76)
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INVESCO QQQ Trust (QQQ $554.20)
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Royal Bank Of Canada (RY $131.76)
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Costco CDR (CAD Hedged) (COST $44.28)
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Apple CDR (CAD Hedged) (AAPL $30.52)
Q: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!
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BMO Equal Weight US Banks Index ETF (ZBK $38.38)
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BMO MSCI USA High Quality Index ETF (ZUQ $88.34)
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Global X S&P 500 Index Corporate Class ETF (HXS $88.15)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.11)
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iShares S&P/TSX 60 Index ETF (XIU $40.65)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.01)
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Global X Europe 50 Index Corporate Class ETF (HXX $61.18)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $32.18)
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BMO S&P US Mid Cap Index ETF (ZMID $46.57)
Q: I have CAD to invest in Canadian-dollar denominated ETFs: (1) Canadian stocks - VGG. XIU XIC XDIV; (2) US ETFs in CAD FX - HXS ZUQ ZMID and ZBK and (3) - EU ETF - HXX. How to go about assessing one against the other. Is there a better ETF in each group you would prefer? Would appreciate guidance on which ones are keepers for long-term hold? How would you evaluate them?