EP #180 | Early Retirement & Living off Dividends by the Canadian Dividend Investor | & expected dividend growth in Europe
Dividend Talk
Composition of Investment Portfolio and Canadian Banks
This chapter discusses the speaker's investment portfolio, including Canadian and US stocks, as well as two Mexican airport stocks. They highlight the preference for banks in Canadian portfolios, the dominance of Canadian banks, and the stability of the Canadian banking industry. The chapter also focuses on the high return on equity (ROE) of Canadian banks, mentioning the Royal Bank of Canada, National Bank of Canada, and the challenges faced by Scotia Bank.
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