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A&W Revenue Royalties Income Fund (AW.UN)
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares Convertible Bond Index ETF (CVD)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi,
Based on the questions pertaining to taxable dividends, and managing an income portfolio for my elderly parents, is there a substantial difference in tax treatment, if the above funds are held in a cash account? I was fortunate enough to get DIR.UN into a TFSA and am slowly moving AW into a TFSA as well. Do I take out the growthier names in the TFSA’s and move in the ETF’s or just let them go in a cash account?
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Covered Call Canadian Banks ETF (ZWB)
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BMO Covered Call Utilities ETF (ZWU)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares Convertible Bond Index ETF (CVD)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: I am looking for ETFs that trade on the TSX with a yield of at least 4-5%. From the income portfolio, I see CPD (preferreds) / CVD (convertible) / XHY (US HY) / ZRE (REITs), and I am also aware of ZWU (Utilities) / ZWB (Banks).
Are there any others that don't have much overlap with the above that you would recommend?
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.
Read Answer Asked by Douglas on January 26, 2023