TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners
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What is the main focus of the TCI Podcast Stock Index?
Investing is simple, but don't confuse that with thinking it's easy. A stock is not just a ticker. At the end of the day, you have to remember that it's a business.
Just my reminder to people who own cyclicals, don't be surprised when there's a cycle.
If there's uncertainty in the markets, there's going to be some great opportunities for investors.
This has to be one of the biggest quarters I've seen from this company in quite some time.
The Canadian Investor Podcast. Welcome back to the show. You hear my voice, you know it's the boys are back. The band is back together for our quarterly appearance. And today is a very, very special episode. Thank you for having me. So how about you explain a little bit about what it is and then we'll talk about why we're doing it now and the launch. And then the three of us are going to go through the name that we picked for the index. So before I do that, we named it Hidden AI Winners. So Simone, how about you go through and explain what we're doing here?
Exactly. So like you said, we've partnered with Questrade, our great sponsor, to build the TCI podcast index. So the AI winners, like Brayden said. So it's part of their new products that they're launching. Custom indexing is brand new, a brand new feature being launched by Questrade. Custom indexing is like building your own version of an index. So instead of buying an ETF, and owning everything inside of it because the S&P 500, you may not want every single company. You can start with a template and then customize it. You can add companies, you can remove companies, you can adjust sector exposure and make the index better fit your own views and portfolio. And that's why we partnered with Questrade to create the TCI index.
The index is built around companies that could benefit from long term structural trends specifically related to AI. But it's not meant to be blindly copied. It's meant as a starting point. You may hear companies that you've never heard of before. And that's the whole point. We didn't want to get those obvious companies or companies. There's some pretty obvious, but not all of them. You can review it, change it, make it your own. And with Questrade custom indexing, you directly own the shares of the underlying stock through fractional shares. There's no management fees charged by Questrade and no trading fees, though foreign exchange fees may still apply. You can also rebalance the index with one click if it drifts from the target allocation that you have.
The product is available in cash accounts, TFSA, RSPs, and FHSAs. And the main idea is more control than a traditional ETF, but more structure than building everything manually. So that's how it works as a general rule. But on top of that, Questrade is doing a contest. So they have a Questrade custom indexing contest and some pretty sweet prices. I wish I could take part of it. I'm sure you guys do because they're pretty cool. But unfortunately, we cannot. The contest runs from June 1st to July 15th, 2026. The winner will be drawn on July 30th. The grand prize winner gets TFSA contributions for a decade. So that's $7,000 per year for 10 years for a total of $70,000. So if you were looking to max out your TFSA contributions, that would be a great way to do it.
The prize also includes a three-night luxury wilderness getaway for two to Naimo Bay Wilderness Resort in Breeze Sea, valued at over $30,000. To enter the contest, users need to open a Questrade custom indexing account and save an index and draft from a template in the library. So that's the overview of Questrade custom indexing, the contest. So make sure you stick to the end for this episode because we will be going over every single name that we have in the index and a few reasons why we're adding it.
When they came to us like, hey, you should enter with a portfolio, my first thought is like, okay, let's just put together the long-term portfolio of companies we always talk about that we like. Then I was like, that's kind of it kind of defeats the purpose because there's a window of June 1st to July 16th.
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Chapters
5 chapters
1
What is the main focus of the TCI Podcast Stock Index?
0:01–5:23
2
How does custom indexing work with Questrade?
5:23–20:35
3
Which companies are included in the TCI Podcast Index?
20:35–23:50
4
What are the criteria for selecting hidden AI winners?
23:50–38:21
5
How is AI impacting power generation and utilities?
38:21–1:05:41
Speakers
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