Nostalgia Is Not a Strategy: Adapting the Investing Playbook to a Changing World Order | EP208
February 3, 2026
28 Mins
| Top Holdings | Weight (%) |
|---|---|
| Province of Quebec 3.6% September 1, 2033 | 5.4 |
| Canadian Government Bond 2% December 1, 2051 | 4.9 |
| Canada Housing Trust No 1 2.85% December 15, 2030 | 4.8 |
| Province of Ontario 3.65% June 2, 2033 | 4.3 |
| Canada Housing Trust No 1 1.1% March 15, 2031 | 4.2 |
| Canada Housing Trust No 1 2.15% December 15, 2031 | 3.3 |
| Province of Ontario 3.8% December 2, 2034 | 2.3 |
| Canadian Imperial Bank of Commerce 3.65% January 13, 2032 | 2.3 |
| Province of Ontario 2.9% December 2, 2046 | 2.3 |
| Bank of Montreal 4.42% July 17, 2029 | 2.3 |
| Province of Ontario 2.95% September 8, 2030 | 2.1 |
| North West Redwater Partnership / NWR Financing Co Ltd 2.8% June 1, 2031 | 2.1 |
| Royal Bank of Canada 3.57% December 9, 2031 | 2.0 |
| Province of Quebec 4.45% September 1, 2034 | 2.0 |
| Canadian Government Bond 3.5% December 1, 2057 | 1.9 |
| Canadian National Railway Co 4.6% May 2, 2029 | 1.9 |
| Toronto-Dominion Bank 3.61% September 10, 2031 | 1.6 |
| Province of Alberta 3.05% December 1, 2048 | 1.6 |
| Province of Alberta 3.1% June 1, 2050 | 1.6 |
| Canadian Government Bond 3.25% June 1, 2035 | 1.6 |
| North West Redwater Partnership / NWR Financing Co Ltd 4.25% June 1, 2029 | 1.5 |
| Province of Ontario 2.8% June 2, 2048 | 1.5 |
| Province of Quebec 3.1% December 1, 2051 | 1.5 |
| Canada Housing Trust No 1 3.2% June 15, 2031 | 1.5 |
| Royal Bank of Canada 3.99% July 22, 2031 | 1.5 |