For Capital Gains or 'couch potato'
Continuing to invest in Montrusco Bolton Cdn Small Cap fund, hoping past performance is indicative of future performance...
TD e-series for Can/US/International diversification
For specific Dividend income
One of my goals is dividend income for retirement (or not working) as thus targeting more of EMA/FTS/RY/TD/T/SJR/ENB/TRP/PWF/SLF/SU. No BMO/CIBC yet but maybe. First I have to figure out why I'm uncomfortable about these two and do I really need more finance stocks.
For my US stocks, just CL/ED/GE right now. I believe the CDN to the US is medium-term unsustainable (target is 0.8ish) and thus trying to figure out what to purchase given the tax treatment of dividends outside the RRSP. Perhaps just go with more ALGN.
I don't understand the implications of the Trust conversions nor Trusts in general I suppose so I have no plans to purchase these. While I do somewhat understand options/warrants, I just don't have the guts to invest with these.
No new bonds, no new GICs, just 1 year emergency fund in cash. I'm pretty much 80% equities and plan to increase that through normal purchases.