Stock price when the opinion was issued
He used two US dividend ETFs: VYM-N and VIG-N. VYM screens companies for their absolute yields, thus overweights financials VIG looks for companies that have increased dividends for the last 10 years and overweight them, which is more cyclical. It's a decent, long-term core holding. Nothing exciting.
He likes this ETF for US exposure. He likes names with rising dividends over time. Very reasonable 5 bps MER. Top names include: AVGO, JPM, AAPL, MSFT, V. Typically, high quality. Very strong performance, up ~16% annualized over last 5 years. Down 1.87% YTD, not too bad.
On currency, with the interest rate differential between Canada and the US, he has to wonder when we see this big rebound in the CAD. It might be some time. You want to diversify your currencies as well. Having USD exposure has worked out very well for Canadian investors over the last few years.
(His 3 Picks are all ETFs and a good way for the average investor to get into some part of the market with a fair amount of safety and diversification.) A good way to participate in the US market. Thinks the US market is going to continue to make good headway. This consists of companies that have shown a good ability and the desire to increase their dividends on a regular basis.