Shopify is mentioned as a top holding in some Canadian ETFs, but it's noted that the company is focused on growth rather than dividends.
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$300,000 VDY Dividend Portfolio Update | BNS & BMO Earnings Breakdown
Aug 25, 2026
The creator discusses their significant investment in the VDY ETF for Canadian exposure and income, highlighting its recent strong performance and their strategy of "Always Be Buying." They also break down earnings for Canadian banks like Bank of Nova Scotia (BNS) and Royal Bank (RY), comparing VDY to VCE and explaining their preference for VDY due to its financial sector concentration and consistent dividend growth.
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Canadian Natural Resources (CNR) is mentioned as a potential second stock to buy for income exposure, though the creator prefers VDY.
The creator notes that Toronto-Dominion Bank (TD) is a major component of the VDY ETF, alongside Royal Bank.
The creator mentions Royal Bank (RY) as one of the largest holdings within the VDY ETF and will be discussing its earnings.
The creator is analyzing Bank of Nova Scotia's (BNS) earnings, specifically looking at mortgage delinquencies to gauge the economic climate.
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