Dexterra Group Inc T.DXT

National Bank Dividend All-Stars

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National Bank’s “Dividend All-Stars” portfolio has outperformed the broader index by a wide margin this year.

In mid-February, National Bank released its 2025 All-Stars portfolio, which included 21 securities. Between Febr.14 and Aug. 29, it rallied 15.6 per cent with a total return of 18.8 per cent, including the 3.2-per-cent yield. In comparison, the S&P/TSX Composite Index is up 12.1 per cent, which combined with the 1.6-per-cent yield for the period brings the total return to 13.7 per cent.

To be included in the portfolio, each security must meet the following requirements: 1) have a minimum yield of approximately 5 per cent; 2) exhibit a high probability of sustainable or rising dividends; and 3) have an overall positive outlook for the company and/or the security price.

Here is a list of all securities in the updated portfolio grouped by sector exposures along with brief commentaries on the portfolio’s recent additions.

Diversified

Dexterra Group Inc. 

• Target price: $14
• Yield (as of Sept. 9): 4.2 per cent