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Latest Top Picks

Stock Opinions by Mike Philbrick

TOP PICK
Gold and gold ETFs are a meaningful diversifier in a portfolio. The gold prices have languished and he believes HEP provides exposure to gold producers by equal weight, and a cover writing program to enhance yield. 5.72% dividend right now.
E.T.F.'s
TOP PICK
Real returns in mind. These bonds get an adjustment up in their base on the bond. It grows by the rate of CPI inflation. The inflation being hedged is in the consumer price index so must be mindful of which inflation you are trying to hedge.
E.T.F.'s
TOP PICK
The sister of the bitcoin ETF. Ethereum is the second largest crypto in market cap. Smaller allocation is recommended. Recommends a 2-5% allocation. Ethereum runs smart contract so it is similar to the oil that runs the economy.
E.T.F.'s
PAST TOP PICK
(A Top Pick Jul 20/20, Up 24%) The minimum volatility is something that investors should consider. Constructing it by overall volatility of the portfolio. You get consumer, utility with less in tech. Reduces downside capture while maintaining overall returns.
E.T.F.'s
PAST TOP PICK
(A Top Pick Jul 20/20, Up 24%) The minimum volatility is something that investors should consider. Constructing it by overall volatility of the portfolio. You get consumer, utility with less in tech. Reduces downside capture while maintaining overall returns.
E.T.F.'s
PAST TOP PICK
(A Top Pick Jul 20/20, Up 80%) It's been a volatile ride. ESG and the Biden administration has committed to 4x the green energy sources in the US. A longer term trend. Higher volatility so sizing should be smaller and should rebalance as you go.
E.T.F.'s
PAST TOP PICK
(A Top Pick Jul 20/20, Down 10%) A classic scenario where we were coming out of the pandemic and central banks were active. This has created a headwind for bonds. This is a diversifier. If we get inflation or hiccups in the economy, investors will start worrying of return of capital rather than return on capital. A nice complement to other equity holdings in the portfolio.
E.T.F.'s
COMMENT
Inflation. At a real crux. It is uncertain whether we will see a pure reflation trade or if there will be deflation with growth or not. Demographics and debt as well as tech lead to deflationary outcomes. At the same time, economies globally are reopening and a real surge in the desire to get back to business as usual. Really a difficult question. Equity markets are fully valued and yields are low. Commodity space has seen good returns. Should focus on being diversified. Certainly not 100% certain of inflation or deflation.
Unknown
COMMENT
Equity markets fully valued. Equity assets are calculations of discounted cashflows. Looking at 1 year valuations, they are based on discounted cashflow rates. When rates are at 0-1%, you will pay more for earnings. All assets are priced higher than historical levels. The reach for yield is because it is hard to come by.
Unknown
COMMENT
Sectors. In a Q2 situation. Global asset prices is from inflationary growth. Global growth is strong enough to tolerate inflation. This is why Canada is doing well. When inflation overwhelms growth, it causes stagflation. You want something in your portfolio that will do well in all environments. The reflation trade has come a long way and quickly. There is a continued narrowing in the US.
Unknown
COMMENT

XUT is market cap, ZUT is equal weighted. ZUT gives you more exposure to smaller players. HOG gives you more pipeline and energy services business, which acts similarly to utilities. It also hedges you on the downside. Could be a compliment to the other utility ETFs.

E.T.F.'s
COMMENT

XUT is market cap, ZUT is equal weighted. ZUT gives you more exposure to smaller players. HOG gives you more pipeline and energy services business, which acts similarly to utilities. It also hedges you on the downside. Could be a compliment to the other utility ETFs.

E.T.F.'s
COMMENT

XUT is market cap, ZUT is equal weighted. ZUT gives you more exposure to smaller players. HOG gives you more pipeline and energy services business, which acts similarly to utilities. It also hedges you on the downside. Could be a compliment to the other utility ETFs.

E.T.F.'s
COMMENT

XIU has a slightly higher MER. HXT does not distribute the income but is capitalized into the portfolio holdings. It makes it a capital gain than dividend income. The redemption cost is also a factor. Would prefer HXT all things considered.

E.T.F.'s
COMMENT

XIU has a slightly higher MER. HXT does not distribute the income but is capitalized into the portfolio holdings. It makes it a capital gain than dividend income. The redemption cost is also a factor. Would prefer HXT all things considered.

investment companies / funds
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