Calls
1
u/brossardois
Reddit r/ValueInvesting
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 21
$52.75
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The author explicitly states he sold RY and TD to buy a TSX index ETF. If the banks’ expected returns fall below 6.5%, a broad Canadian index ETF (which includes other sectors) may offer better risk-adjusted returns. Rotation from underperforming dividend stocks into a diversified index represents a bet on the overall Canadian market. TSX is heavily weighted in financials and energy; a downturn in those sectors would hurt the ETF.
The author explicitly states he sold RY and TD to buy a TSX index ETF. If the banks’ expected returns fall below 6.5%, a broad Canadian index ETF (which includes other sectors) may offer better risk-adjusted returns. Rotation from underperforming dividend stocks into a diversified index represents a bet on the overall Canadian market. TSX is heavily weighted in financials and energy; a downturn in those sectors would hurt the ETF.
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u/brossardois has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: XIU.TO.
