TSMC, the Taiwanese chipmaker, is a highly favored international holding within the PAGG ETF for the creator.
Source Post
My $2.4 Million Covered Call Income Stock Portfolio Unveiled: 47k/Month - May 2026 Update #60
Passive Income InvestingMay 31, 2026
The creator provides an update on their $2.4 million Canadian dollar income stock portfolio, detailing its value across three investment accounts. They discuss the tools used for portfolio organization, including Passive, Snowball Analytics, and Stock Unlock, and mention upcoming reinvestments for ETFs like BIGY and QYLD. The creator also promotes their attendance at Blossom Con 2026 in Toronto, offering a discount code for tickets.
Linked Mentions
Tickers discussed in this post
Alibaba is mentioned as an international holding in PAGG, though the creator expresses less interest in it compared to other international names.
Nvidia is mentioned as a holding in both HHIS and PAGG, indicating its presence in diversified tech portfolios.
ETCH is a newer, smaller position that is currently in the green with a slight capital gain and some income received.
ENCC, an ETF focused on Canadian oil and gas stocks, is mentioned as the largest position but faces potential pressure due to falling oil prices.
Sony is mentioned as a blue-chip international holding in PAGG, though the creator is unsure of its specific business.
UBS is mentioned as an international bank holding in PAGG that the creator finds acceptable.
PDD Holdings (Temu) is listed as a holding in the PAGG ETF.
Shell is mentioned as an international holding in PAGG that the creator likes.
Eli Lilly is noted as a stock that is held in both HHIS and PAGG.
Citigroup is mentioned as a holding present in both HHIS and PAGG.
Johnson & Johnson is listed as a holding in both HHIS and PAGG.
FedEx is mentioned as a US stock included in PAGG but not in HHIS.
Walmart is noted as a blue-chip US stock held in PAGG but not in HHIS.
BHP is highlighted as a materials company and a preferred international holding within the PAGG ETF.
Broadcom is identified as a holding within the PAGG ETF, though not present in HHIS.
Microsoft is mentioned as a stock held within both HHIS and PAGG ETFs.
Amazon is noted as a holding present in both HHIS and PAGG ETFs.
Google is listed as a common holding in both HHIS and PAGG ETFs.
PAGG is a global version of HHIS that complements the creator's portfolio by adding international diversification with quality names.
CANE is mentioned as a competitor to HHIC.
USCL, representing the S&P 500, was previously held but sold in favor of more QQCL due to being considered boring.
QQQ Yield is a steady holding with no dividend raise yet, but the creator anticipates one might be coming.
HDIV is a small position the creator plans to increase.
CMCL is a new position the creator is adding, finding it very interesting and planning to explain their rationale later.
PAG is a new position added to the portfolio, with the creator expressing strong interest and planning a future video detailing the reasoning.
The creator bought 9.5K in MSTE, bringing their total shares to over 40,000.
The creator bought an additional $10K in HYLD, a large position they plan to increase further.
The Hamilton International Equity Yield Maximizer ETF (IMAX) offers international exposure to developed markets outside Canada and the US, suitable for income-oriented investors seeking diversification.
QYLD is mentioned as an ETF that pays distributions twice a month, influencing the creator's cash holding strategy for reinvestment.
BIGY is mentioned as an ETF that pays distributions twice a month, influencing the creator's cash holding strategy for reinvestment.