Tuesday, July 16, 2024

1 ETF you must have in your portfolio


 Welcome All,

This ETF is one of my favorites of all, XST. It's an S&P/TSX Capped Consumer Staples Index ETF consisting of all major Canadian Consumer Staple giants. 

I first consider this in my portfolio for a defense factor. After keeping it for a while, the performance shows as not only in a defense mode but also in the growth mode. 

My only regret is that why do I not put enough into it in the initial stage itself, but I compensating it by accumulating little by little every month from now onwards. 

The reasons why I like this so much are the following,

Its total number of holdings is only 10, which is very rare to see in ETFs 

To keep it that simple and only the best in the sector. 

And all the 10 are the major players in the sector.

I personally feel very comfortable holding the individuals in this ETF, so instead of holding them one by one, I decided why not to hold this one ETF itself, to make my portfolio simple. 

The management fees and MER fees are in the range of medium to a little high, but it is worth to pay for it, when you see the overall return.

It pays a quarterly dividend.

let's see the holdings,

ATD - Alimentation Couche tard Inc

L - Loblaw Companies Ltd

MRU - Metro Inc

WN - George Weston Ltd

SAP - Saputo Inc

EMP.A - Empire Ltd

PRMW - Primo Water Corp

PBH - Premium Brand Holdings Corp

NWC - North West Co Inc

MFI - Mapel Leaf Food Inc and

JWEL - Jamieson wellness Inc

I'm buying this ETF by matching my shopping bill every time hoping that in my retirement life, I can buy groceries by the dividend from it or the return from it. 


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