-
Toronto-Dominion Bank (The) (TD $111.06)
-
Bank of Nova Scotia (The) (BNS $89.32)
-
BCE Inc. (BCE $33.99)
-
Enbridge Inc. (ENB $65.98)
-
Sun Life Financial Inc. (SLF $84.90)
-
TELUS Corporation (T $21.48)
-
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $173.14)
-
Fortis Inc. (FTS $72.47)
-
Algonquin Power & Utilities Corp. (AQN $8.37)
-
ATCO Ltd. Class I Non-voting Shares (ACO.X $52.95)
-
Stella-Jones Inc. (SJ $80.50)
-
North West Company Inc. (The) (NWC $46.55)
-
Magna International Inc. (MG $62.71)
-
Premium Brands Holdings Corporation (PBH $97.92)
-
Savaria Corporation (SIS $21.39)
-
Leon's Furniture Limited (LNF $28.67)
-
CT Real Estate Investment Trust (CRT.UN $16.48)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.99)
Q: I am looking at putting together a portfolio of set-&-forget Canadian dividend-paying stocks, in what will be my only unregistered account, making up about 30% of our overall portfolio. The registered accounts (70% of portfolio) are now all in mixes of VGRO, VBAL and XAW.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.