This first table shows the sectors by TSX, Me and CDZ and is sorted by my investment sectors, largest to the smallest. As with the TSX, I comparatively have a lot more stocks in Utilities, Consumer Staples stocks and a lot less in Energy and Materials stocks than the CDZ.
| Sector | TSX | me 2016 | CDZ |
|---|---|---|---|
| Financials | 37.48% | 34.05% | 29.45% |
| Utilities | 2.35% | 18.59% | 6.24% |
| Industrials | 8.31% | 17.90% | 16.49% |
| Consumer Staples | 4.32% | 9.82% | 2.25% |
| Consumer Discretionary | 6.45% | 6.21% | 14.62% |
| Cash, Near-Cash | 5.43% | 0.44% | |
| Energy | 19.89% | 4.15% | 19.51% |
| Information Technology | 2.94% | 1.90% | 1.71% |
| Telecommunication Services | 5.37% | 1.80% | 4.23% |
| Materials | 11.76% | 0.16% | 5.06% |
| Health Care | 1.12% | 0.00% | 0.00% |
| Total | 99.99% | 100.01% | 100.00% |
This second table is the same as the one above except it is sorted for the CDZ Exchange Trading Fund (ETF). You can see in this table that the CDZ has a lot more Industrials like I do. However, it also has more in Consumer Discretionary stocks that either I or the TSX has.
| Sector | TSX | me 2016 | CDZ |
|---|---|---|---|
| Financials | 37.48% | 34.05% | 29.45% |
| Energy | 19.89% | 4.15% | 19.51% |
| Industrials | 8.31% | 17.90% | 16.49% |
| Consumer Discretionary | 6.45% | 6.21% | 14.62% |
| Utilities | 2.35% | 18.59% | 6.24% |
| Materials | 11.76% | 0.16% | 5.06% |
| Telecommunication Services | 5.37% | 1.80% | 4.23% |
| Consumer Staples | 4.32% | 9.82% | 2.25% |
| Information Technology | 2.94% | 1.90% | 1.71% |
| Cash, Near-Cash | 5.43% | 0.44% | |
| Health Care | 1.12% | 0.00% | 0.00% |
| Total | 99.99% | 100.01% | 100.00% |
On my other blog I wrote yesterday about Reitmans (Canada) Ltd. (TSX-RET.A, OTC-RTMAF)... learn more. Tomorrow, I will write about a new stock I am covering called Goeasy Ltd (TSX-GSY, OTC-EHMEF)... learn more on Friday, May 27, 2016 date around 5 pm.
This blog is meant for educational purposes only, and is not to provide investment advice. Before making any investment decision, you should always do your own research or consult an investment professional. I do research for my own edification and I am willing to share. I write what I think and I may or may not be correct.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
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