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u/brossardois
Reddit r/ValueInvesting
Винрейт
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доходность
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Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
21 июл
$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.
Фондовые индексы
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/brossardois на Buzzberg отслеживается 1 торговых идей по 1 тикерам с июля 2026. Чаще всего покрывает: XIU.TO.
