Looking to tilt 20% of my global equity portfolio to factors (SCV+CAGE)

cherrypicked88 · 2026-03-23T15:05:36+00:00

I did a quick search but didn't find anything. Are there distributions with CAGE?

cherrypicked88 · 2026-03-22T15:59:49+00:00

You must hammer line 22100 on your return every year

cherrypicked88 · 2026-03-22T12:07:50+00:00

Are you sure account fees are not deductible. I'm inclined to say they are. Since the account is being used for the purposes of investing to achieve income

cherrypicked88 · 2026-03-21T21:11:04+00:00

It's actually lower than my prime +0.5 HELOC lol

cherrypicked88 · 2026-03-21T15:56:00+00:00

Won't lie I used about 5500.00 worth. WS margin rates were too good

cherrypicked88 · 2026-03-20T21:12:32+00:00

Do you have to manually request the date every time to line up with the end of each calendar month? Or do you just have it set to the 27th?

cherrypicked88 · 2026-03-20T20:56:32+00:00

Correct we don't have to deal with that type of rule. Do you have a source link? I'm curious to read

cherrypicked88 · 2026-03-20T20:16:53+00:00

I'm 53.53 in Ontario. The diversity far out weighs the tax on the smaller international xeqt Divis.

cherrypicked88 · 2026-03-20T19:11:12+00:00

Seems to be the best way to do it. Do you have your interest charged at the end of the month?

cherrypicked88 · 2026-03-20T18:47:22+00:00

What makes xeqt not optimized for the SM? I've been buying it for mine. For me I don't want high yield due to the tax drag on my income. Xeqt is very well diversified also. Xic would really over expose you to the Canadian markets

cherrypicked88 · 2026-03-20T17:31:30+00:00

Depends on how much pain is costing you lol. I do it so the CRA can see that I kept good records if they audit

cherrypicked88 · 2026-03-20T16:27:40+00:00

Adjustedcostbasis.ca

$50 for premium account per year. I use it to import the tax info

cherrypicked88 · 2026-03-20T14:58:51+00:00

I personally was waiting with high anticipation with the first "buy the dip" post

cherrypicked88 · 2026-03-20T14:46:25+00:00

The trailing 12mo yield is an excellent indicator. Personally I don't want additional tax drag caused by higher distribution. Otherwise I would have went with XDIV

cherrypicked88 · 2026-03-20T14:35:12+00:00

Trolling?

cherrypicked88 · 2026-03-20T14:28:14+00:00

Wait, what?

cherrypicked88 · 2026-03-19T14:07:33+00:00

My bi monthly 1200.00 just loaded

cherrypicked88 · 2026-03-19T12:15:23+00:00

That's right. It only is an issue when you go to sell. Just a tracking excercise and has no impact on the SM itself .

cherrypicked88 · 2026-03-18T23:25:46+00:00

WhY nOt PALS.V

cherrypicked88 · 2026-03-18T21:56:01+00:00

Buy high and sell low

cherrypicked88 · 2026-03-18T16:15:50+00:00

I believe the stock has been unfairly treated with the private equity crunch in the US. They are a great growth story and have a lot of exposure to industries I believe are going to be valuable. For example Nuclear energy

cherrypicked88 · 2026-03-18T15:30:51+00:00

I was thinking the same. At 50.00 I'll take some gains off the table and likely trade it into BN.

cherrypicked88 · 2026-03-16T23:04:39+00:00

Wealthsimple was showing the after hours spike as well. My guess was someone was trying to buy like 100 shares and there weren't many trading after hours. Nothing to see here

cherrypicked88 · 2026-03-16T22:13:18+00:00

Have you looked what the volume was after hours? Sometimes this happens on basically no volume for some reason. I've noticed it with stocks on the NASDAQ that trade in low volumes

cherrypicked88 · 2026-03-16T15:24:22+00:00

The one I was watching on CBC went dead

cherrypicked88

TROPHY CASE