Daniel Straus
Purpose Core Dividend Fund
PDF-T
TOP PICK
Dec 01, 2022
Unique, as it combines Canada and US in a single exposure. Not the highest yielding or the cheapest at 60 bps. Gives you exposure to US dividends without receiving them as foreign income. May be capital gains. Good for smaller accounts that need tax-efficient income.
Likes dividend ETF’s that are broadly diversified, and that will pay you income as a proxy for bonds, GICs or bond ETF’s. Doesn’t prefer them for the equity portion, but would rather have a pure equity play if you want it for that.
Regional US & Canadian holding. Canadian eligible dividends. Good for investors looking to reduce foreign income dividend rate. Not a great performance lately, but good for the long term.
Your Watchlist
Add stocks to watchlist to monitor them daily and get important alerts.