How Canadian Tech Investors Can Earn 6-7% Yields with Downside Protection

Описание: If you’ve built substantial wealth through technology investing, you eventually face the "Growth Investor's Dilemma": How do you preserve your gains without selling out of the market entirely?

In this video, we explore a solution many Canadian investors overlook: Split Share Preferred Shares. We break down the "Barbell Strategy"—a method to balance high-growth tech stocks with stable, tax-efficient income generators that yield 6–7%.

We’ll cover exactly how these instruments work, compare popular options like DFN.PR.A and LBS.PR.A, and share three specific strategies for rebalancing your portfolio without panic selling.

— 🔗 Resources & Research — Access the full investment report and risk management frameworks: 👉 https://axuminc.ca

— ⏱️ Timestamps — 0:00 The Tech Wealth Trap 1:19 The Barbell Strategy Explained 2:21 3 Reasons to Choose Split Share Preferreds 3:54 How Split Share Corporations Work (The "Zero-Sum" Game) 4:44 DFN vs. LBSP: Comparing Two Major Options 6:06 3 Smart Ways to Rebalance Your Portfolio 7:14 The Hidden Risks (Credit, Interest Rates & Liquidity) 8:25 Split Shares vs. Bonds: A Quick Comparison 9:13 Conclusion & Next Steps

— 📝 Key Takeaways —


The Dilemma: Why "letting winners run" creates massive drawdown risks.


Tax Efficiency: How Split Share Preferreds offer eligible Canadian dividends that can boost after-tax returns by up to 16% compared to bonds.


Downside Protection: Understanding the "buffer" that protects your capital even if the market drops 30%+.

— ⚠️ Disclaimer — This video is for informational purposes only and does not constitute financial advice. Investment strategies mentioned, including Split Share Corporations, involve risk and may not be suitable for all investors. Always do your own due diligence or consult with a certified financial advisor before making investment decisions.