CapitalTime
Articles on investing and capital management, with a quantitative focus.
XIU.top
My XIU.top portfolio is an index sampling approach that mirrors XIU, but with equal sector weights. In my view, this is an easy way to hold an approximation of the TSX 60 index in a non-registered account, without using an ETF.
These are not stock recommendations or advice; I’m just sharing what I’m doing with my own money. I do NOT recommend duplicating what I’m doing here. Although I like this method, it may not be appropriate for other people, and might be deeply flawed.
See the historical performance.
| Stock symbol | Sector | Weight |
|---|---|---|
| RY | Financial | 20% |
| ENB | Energy | 20% |
| CNR | Industrial | 20% |
| BCE | Telecom | 20% |
| FTS | Utility | 20% |
2023-12-22
XIU.top Update
There is no change to the XIU.top portfolio this year, and the holdings have remained the same since 2020. The portfolio is designed… #xiutop
2020-01-11
XIU.top Update
At year end, I evaluted the XIU.top portfolio and went through the update methodology. Remember that this is not a buy-and-hold… #xiutop
2019-08-25
XIU.top methodology
The XIU.top method uses individual stocks to approximate the TSX 60 index by holding the largest weight (largest market cap)… #xiutop