The Google Doc listed below represents my current dividend stock and ETF holdings. As with all the information on this blog, this is not a recommendation to buy these securities. Depending on my asset allocation, I am either:[ad#tdg-embedded]
1) Using additional funds to buy more of the stocks or ETFs that are below my target asset allocation
2) Selling partial amounts stocks or ETFs that represent too much of my portfolio
3) Keeping things status quo and doing nothing
Disclaimer: Before buying or selling any stock or ETF you should do your own research and reach your own conclusion. See my Disclaimer for more information.
Nice thread; I see some solid companies in your holding such as KO, PG, RY, JNJ, WMT, GWO, etc. and I think you definitely have a nice collection of stocks in your portfolio.
One question I have is: what do you see in ETFs and iShares index funds? The only funds I own are a collection of Manulife Mutual Funds I have purchased through my RRSP plan at work (employer matches contributions to a certain %) but I have lately been putting my contributions into a GIA/GIC. I was just curious as to what motivates you to purchase these investments as the MERs usually throw me off wanting to buy in.
Cheers
You have a good balance of CA and US dividend paying stocks. Assuming “The Dividend Guy” is Canadian. In what type of account should US dividend paying stocks be held to minimize tax.
The obvious response is an “RRSP account” due to the tax treaty between the US and Canada. The second choice would be the TFSA but the contribution limits this option. What are the alternatives if your RRSP and TFSA are maxed out?
All responses are much appreciated.
Would it be possible to see the full page for your current portfolio and further to Ben
comments I would be interested in the USA dividends on where to keep them also
Thank you for your excellant articles