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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

This Vanguard ETF focuses on US equities that demonstrate growing dividends over time -- a good inflation hedge along with growth potential.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  We recommend setting a stop-loss at $83, looking to achieve $111 -- upside potential of 18%.  Yield 1.1% 

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

This iShares ETF focuses on equities outside of North America and also excludes China - providing excellent market diversification.  It targets companies that demonstrate lower volatility over time along with growth potential.  What makes it particularly interesting is its lower volatility despite a 9% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  We recommend setting a stop-loss at $41.00, looking to achieve $52.50 -- upside potential of 18%.  Yield 1.8% 

premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

This iShares ETF focuses on global equities (60% North American) - providing excellent market diversification.  It targets companies that demonstrate lower volatility over time along with growth potential.  What makes it particularly interesting is its lower volatility despite a 10% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  We recommend setting a stop-loss at $50, looking to achieve $68 -- upside potential of 18%.  Yield 2.3% 

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 01/25, Up 32.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with KNT has reached its target at $16.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $9.50) to $13.50.  

COMMENT

Markets want to go higher after the earlier 15-20% pullback. He expects markets to eclipse all-time highs later this year, but there will be periods of volatility, especially with the U.S. crazy at times. The World Bank was correct to downgrade global growth this year, given data. In slow-growth periods, tech tends to do well and will lead to interest rate cuts. The U.S. is pricing this in as yields decline, but positions markets to move up.

DON'T BUY

A good company, but this space faces regulatory pressure when it comes to interest charges. He owned this a long time ago. Provides shareholders decent returns over time.

BUY ON WEAKNESS

Has pulled back from recent highs. Has growth potential and is run well. They continue to see flows in. This should move up, but is more volatile. Is a long-term hold, adding to pullbacks around its 50- and 200-day moving averages.

BUY

He likes high-dividend ETFs. Good for those seeking income or to hold in a RRIF. This mixes big banks and insurers, and is less volatile than the market. You can buy and forget and collects the dividend. Good exposure to Canada, whose performance surprises him this year.

BUY

Likes it. Pays a dividend. Over time, this will keep pace with the market, Your return is income-oriented, which is good in volatile markets now and in the future. Is conservative, but likes that it generates income.

DON'T BUY

Avoid. GICs are guaranteed, but bond ETFs are not. In 2022, when rates starting going up, bond funds traded down. A bond ETF can be part of a portfolio and work well, but they haven't added much in recent years. Better to look at 10-20 years in bond maturities. These are not safe.

BUY ON WEAKNESS

It's in the right space, uranium, given demand for nuclear power. The share price is high, so wait for a pullback. Also, commodities are volatile. A well-run company.

PAST TOP PICK
(A Top Pick Jun 03/24, Down 12%)

It's disappointed. It's well-positioned in tech, including semis, but hasn't executed. It missed earnings a few times. It has rebounded a lot from his early April lows. He sold it. But it should benefit from what's happening in tech. There are better names out there.

PAST TOP PICK
(A Top Pick Jun 03/24, Up 23%)

An ETF holding China's biggest tech companies. A year ago, this was very depressed and he was looking for diversity.

PAST TOP PICK
(A Top Pick Jun 03/24, Up 12%)

Still likes it. It's tied to data centre buildout and AI. As the tech sector moves up, so will this. He sees upside.

DON'T BUY
Buy this dip?

Well-run. Are exposed to mortgages when real estate prices are coming down, so there's some risk. It looks like it will keep going down and eventually will find a buying opportunity. Doesn't like its exposure.