The funding panorama in 2026 has modified, dashing hopes of one other bull-headed market like final yr. Regardless of a number of new highs within the first two months, the TSX has been a collection of spikes and dips to date. Lingering commerce uncertainties and escalating geopolitical tensions demand targeted anchoring to face up to the headwinds.
Within the present local weather, you want a fortress, not a risky portfolio. Three inventory picks signify the important shortlist to navigate the instability. Think about anchoring your 2026 portfolio on Enbridge (TSX: ENB), Barrick Mining (TSX: ABX), and Canadian Utilities (TSX:CU). These bedrock corporations present a powerful footing in case the broader market falters.
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Money movement engine
Vitality large Enbridge pays a mouth-watering 5.5% yield, however is rarely thought of a dividend entice. On February 13, 2026, the $152.4 billion power infrastructure firm introduced a 3% enhance to the 2026 quarterly dividend, marking 31 consecutive years of dividend will increase for the dividend titan.
Based on its President and CEO, Greg Ebel, 2025 was one other milestone yr for Enbridge. Along with the 9% year-over-year enhance in adjusted earnings to $6.6 billion, the corporate achieved its monetary steerage for the twentieth consecutive yr. He added that the monetary outcomes mirror continued enterprise resilience and predictability throughout all franchises.
Ebel emphasised that its measurement and capability enabled Enbridge to safe $14 billion value of tasks throughout the 4 companies. The entire secured backlog of $39 billion thus far offers income visibility. You’d have a cash-flow engine to your portfolio.
High-tier miner
Barrick Mining is a wonderful complement to Enbridge, providing a hedge towards inflation and geopolitical dangers. Efficiency-wise, the top-tier mining inventory continues to outperform and maintain regular. At $67.59 per share, the trailing one-year value return is plus-165%. If you happen to make investments in the present day, you’ll be able to partake within the 3.5% dividend.
The $80.8 billion gold and copper producer owns high-margin, long-life belongings. Barrick has working gold mines in eight nations and copper operations in three nations. Within the full yr 2025, internet earnings and free money movement (FCF) climbed 133% and 194% year-over-year, respectively, to $12.9 billion and $1.3 billion. The bottom dividend has risen by 75% from a yr in the past after the latest 40% hike.
In early February 2026, newly appointed CEO Mark Hill revealed the plan to spin off Barrick’s North American gold belongings and kind a brand new, separate publicly traded entity. The tentative preliminary public providing (IPO) date is late 2026.
Reigning king
Canadian Utilities is a no brainer purchase whatever the financial uncertainty. On January 8, 2026, the TSX’s first dividend king introduced a dividend enhance for the 54th consecutive yr. At $48.25 per share, the dividend supply is 3.8%. The prolonged dividend progress streak lends confidence to spend money on CU.
The $10.6 billion firm, via its working subsidiaries, engages in electrical transmission, electrical distribution, and pure fuel transmission. Don’t anticipate “thrilling” progress, though the king drowns the market noise and stabilizes your portfolio with pension-like passive revenue.
Protected haven
Anchoring a portfolio in Enbridge, Barrick Mining, and Canadian Utilities is like having an revenue engine, an insurance coverage coverage, and a fortress. With particular roles – yield, hedge, and stability – your portfolio turns into a secure haven towards any market interference.