In this episode, we discuss recent stock market trends, highlighting a potential shift from the dominance of large tech stocks, known as the "magnificent seven," to smaller-cap stocks and a broader market.

This may be the beginning of the market rotation we've been talking about.

Next we discuss the importance of a diversified investment strategy and introduce a new dividend yield portfolio focused on high dividend-paying stocks in Canada. The portfolio aims to provide a steady income stream with tax advantages and is expected to yield around 6%.

Tune in to find out more details!

If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.

info@towerasset.ca

(00:02:00 ) The Magnificent Seven
Discussion on the concentration of returns in major tech stocks, highlighting their impact on the market.

(00:02:45 ) Valuation Concerns
Tarek mentions the high valuations of tech stocks, particularly Nvidia's P/E ratio.

(00:03:53 ) Positive Signs for Smaller Stocks
Returns are shifting towards smaller-cap stocks, indicating a potential market rotation.

(00:06:11 ) New Dividend Yield Portfolio Strategy
Mark introduces the new dividend yield portfolio strategy focused on high dividend-paying Canadian stocks.

(00:08:01 ) Expected Yield and Tax Advantages
Discussion on the expected yield of around 6% and the tax benefits of dividends over other income.