A brief introduction to the Canadian Preferred Shares Website. The goal in this video is to make it easy for new clients to get the most of what we offer.
Introduction to Canadian Preferred Shares Website
The website is designed to provide tools, metrics, and relevant information for any investor considering Canadian preferred shares. The aim of the tools we provide is to help you answer the the following 2 questions:
a) What preferred stock should I be purchasing or selling?
b) Is my current portfolio what I want and how can i improve it?
We have two distinct websites:
a) The free website
b) The premium website
You can tell which site you are on by the accent colour. The free is gold while the premiuum is green.
Each website will link to the other.
From the premium site you can switch to the free site using the menu item “FreeSite”.
From the free site you can switch to the premium site using the menu item “Go premium” and then “Premium Site”.
Both free and premium websites allow you to create an account for the purpose of setting up a portfolio. For more information on how to set up a portfolio, See our video called “How to Set up Your Portfolio”.
The premium website can only be accessed by registered members who have set up an account. The login process on the premium controls both registration and portfolio functionality.
All information is accessible from the home page of the website.
Compare Preferreds within issuer
Section “Compare Preferreds within issuer” list all issuers of preferreds with links to the compare tool page for this issuer. For example:
. Select “Bank of Nova Scotia”.
. Here we present all information about this issuer. Information includes:
. Brief Overview
. Credit Rating
. Common Share information
. Overall preferred share metrics
. Rank Preferreds – Compare Tool.
. You can sort table by column as needed.
. You can get table column definitions by following the link in the footer.
. Reset Scenarios Based on Various G.O.C. 5 Year Bond Yield Rates
. Prospectus Information.
(let go back to the home page)
Tools to Rank Canadian Reset Preferred Shares
In section “Tools to Rank Canadian Reset Preferred Shares”, we group preferreds in various sets and compare them
. click on “Highest Yielding 5 Year Reset”
. This table can be sorted by any of the columns
. To see more information on any of the preferreds just click on the Symbol.
. a new tab opens to the issuer page of the stock.
Let’s go back to the previous page and review the link in the footer. Here we have:
. a set of links for similar sets and categories
. a set of links to other groupings
. a link to table column definitions
. a link to Credit rating Symbols.
Let’s go back to the home page. Additional groupings include:
. Rank Preferreds within Credit Rating
. Compare Preferreds Within Sector
Let’s log in to an account with a Portfolio all set up:
For those who have set up a porfolio, data analytics reports are created daily.
Navigate to the portfolio page:
. Data Analytics are grouped by (Portfolio, Registered, TFSA, Investmement).
. Let’s select Portfolio. We can view the following summaries:
.Porfolio Holdings Summary
.Portfolio holdings by grouped issue
.Portfolio holdings by grouped issuer
.Portfolio holdings grouped by credit rating
.Portfolio holdings grouped by share type
.Portfolio holdings grouped by sector summary
.Portfolio holdings grouped by share type
.Portfolio Holdings Laddering Summary
For more detailed information on data analytics in the Portfolio, see our videos entitled:
a) Canadian Preferred shares Part 1 – Diversify
b) Canadian Preferred shares Part 2 – Laddering
Similar data analytics are applied to preferred shares ETF. 3 Of them make their position public so we can apply our data analytics tools to these ETF’s.
. The 3 ETFS are:
. BMO ZPR
. BlackRock CPD
. Evolve PREF
– Other informational tools we have are:
– Market Review
– Resetting with in 6 months
– Paying Dividends this week
– Going ex dividend this week
– List of minimum rate resets
– List of floating rate resets
Additional and more detailed information can also be found on our Blog. Take your time and explore the articles we have written.
If you have any questions for us, please review the FAQ section first. If you don’t find your answer there, we’ll be happy to answer your question to the best of our ability.
We hope this video has been helpful. Thank you for watching & Happy Investing!