The Panic-Proof Portfolio (Stockchase Research)CI First Asset Canadian REIT ETFRIT.TOPAST TOP PICKAug 27, 2026

We reiterate this ETF holding a basket of Canadian REITs as a TOP PICK.  The fund has performed well following the tariff uncertainty and appears well positioned to grow along with Canada's economy.  We continue to recommend a stop at $17.50, looking to achieve $22.00 -- upside potential of 16%.  Yield 4.7%

Our PAST TOP PICK with RIT is progressing well.  To remain disciplined we recommend trailing up the stop (from $16.00) to $17.50 at this time.  

We reiterate RIT, a Canadian REIT holding 88% real estate and 10% healthcare assets as a TOP PICK.  We like the steady distribution and the Beta to market of only 0.5 -- helpful during market uncertainty.  We recommend maintaining the stop at $16, looking to achieve $21 -- upside potential of 17%.  Yield 4.9%

We reiterate this REIT holding 88% real estate and 10% healthcare assets as a TOP PICK.  Lower interest rates will aid this sector going forward.  We recommend trailing up the stop (from $14) to $16, looking to achieve $21 -- upside potential of 18%.  Yield 4.6%

As a diversified REIT with holdings averaging 12x earnings and trading under book value, we reiterate RIT as a TOP PICK.  It has rebounded well following the negative tariff news.  We continue to recommend a stop at $14, looking to achieve $18 -- upside potential of 18%.  Yield 5.4%

RIT holds Canadian real estate assets.  We like that its holdings are not concentrated in only two assets.  The average PE is 12x and it trades below book value.  REITs are a good way to diversify your portfolio.  The space has been under pressure for a while due to interest rate volatility, but with rate cuts anticipated going forward this is a good time to enter.  We recommend setting a stop-loss at $14, looking to achieve $19 -- upside potential of 18%.  Yield 5.18%