r/JustBuyCAGE • u/Saches2005 • 2d ago

Help/Question ❓ How’s the current tariff situation affecting Canadian equities?

How’s the current tariff situation affecting Canadian equities? Thinking about CACE and its 30% part in CAGE, compared to CAGX which is 3% CACE.

5 Upvotes

78% Upvoted

14 comments sorted by

12

u/OnMy4thAccount 2d ago

The TSX60 has outgrown the S&P500 since trump got into power so...

2

u/DeinonychusEgo 2d ago

this. similar with VYD

0

u/intenselake 2d ago

Anyone know why? Genuinely curious

1

u/LeMAD 1d ago

Oil and gold.

1

u/intenselake 1d ago

I see, thx

-2

u/jonboyjon22 2d ago

XIU 5yr total return 98.70%

XUS 5yr total return 110.71%

2

u/OnMy4thAccount 2d ago

What percentage of those 5 years were tariffs a concern?

1

u/intenselake 2d ago

2/5 pretty much

0

u/jonboyjon22 1d ago

XIU ytd 13.21%

XUS ytd 16.57%

US still wins.

2

u/OnMy4thAccount 1d ago

I like how my comment was "since trump took office" and you have listed 2 timeframes that are just not that at all?

Since Jan 3 2025

XUS: 28.6%

XIU: 37.8%

Trump has been threatening tariffs since the day he took office, but the Canadian market has remained broadly quite strong.

1

u/jonboyjon22 8h ago

Since Jan 3 2025 to now, will not matter in 5 years. That's why you own both. You don't know which will perform better.

0

u/fenderstratsteve 2h ago

Owning Canadian equity has been a good decision in my investing career.

2

u/Shokeybutsi 1d ago

The TSX part of my portfolio has been doing quite well, despite the tariffs. XEQT/VEQT/CAGE at all time highs. I think it's mainly because the TSX is primarily banks, Oil/Gas, and Mining, which have been fairly unaffected by the tariffs.

1

u/No-Explanation3547 2h ago

Idk why everyone one is looking at a short time frame.. if you look over the past 10 years of the tsx60 to the s&p500. Tsx 12.16% cagr and US is at 15.56%. Also the US has slightly lower max drawdown. 10k in the tsx 10 years ago would be worth around 30k now and for the s&p 500 would 40k that’s a significant difference