Amidst world market uncertainty, buyers are in search of safe-haven TSX shares that can provide steady returns. Whereas hyped shares typically warrant warning, in addition they current avenues for short-term development – evidenced by those that missed Nvidia’s AI surge in 2024 by staying on the sidelines. The market is in a correction mode this month after the US-Israel-Iran battle started, however oil shares are rallying, creating a possibility to purchase an assured rally. These dynamics make Tax-Free Financial savings Accounts (TFSA) the right car for tapping into tax-free development and earnings.
Supply: Getty Photographs
Oil shares: The trendsetters of 2026
The yr 2026 is a yr of oil shareswith US President Donald Trump concentrating on the commerce of world oil reserves in US {dollars}. In January, the US focused Venezuela, which has the world’s largest oil reservesafter which Iran, which stands third after Saudi Arabia. And subsequent on the radar are Cuba and Greenland. On the middle of geopolitical escalations is oil and its value shouldn’t be falling anytime quickly.
Among the many high 9 international locations with the biggest oil reserves, eight are concerned in battle. This provides Canada a possibility to supply a peaceable oil provide.
| Rank | International locations with the very best oil reserves | World Share |
| 1 | Venezuela | 17.2% |
| 2 | Saudi Arabia | 15.1% |
| 3 | Iran | 11.8% |
| 4 | Canada | 9.2% |
| 5 | Iraq | 8.2% |
| 6 | United Arab Emirates | 6.4% |
| 7 | Kuwait | 5.8% |
| 8 | United States | 4.7% |
| 9 | Russia | 4.5% |
Supply: Worldometer
Freehold Royalties: A major TFSA inventory for month-to-month, tax-free earnings
Freehold Royalties (TSX: MRS) stands out as a significant beneficiary of the present oil provide disruptions, with out the accompanying dangers. The corporate’s share value is rising on the again of accelerating oil costs, which have touched near US$90/barrel. Like February 2022, it’s shock another time, however on a a lot bigger scale. As a result of this time, america is in a battle with Iran by way of Israel, and each international locations have larger oil reserves than Russia.
When geopolitical situations are tense, the reserves turn into inaccessible to the importing international locations. With oil refineries being destroyed, restoration might take some time. This might shift the demand to america and Canada, the place oil refineries are intact, they usually have ample oil reserves to export.
Freehold Properties has one of many largest non-government portfolios of oil and pure fuel royalties in Canada, with a sizeable land base within the U.S. It owns the land and leases it to oil-producing corporations, like ConocoPhillips and ExxonMobil.
The corporate doesn’t bear the price of growing and working oil wells. All of the operational threat is borne by oil producers. Freehold reaps the profit by way of royalty charges, growing in tandem with oil costs and manufacturing volumes. Such a mannequin positions Freehold completely to capitalize on oil value surges and exports with minimal threat.
The corporate retains shopping for new reserves whereas retaining internet debt under the goal vary of 1.5 occasions its funds from operations. It might maintain its present dividends of $0.09/month when the oil value is US$50/barrel. The doubling of the oil value might convey windfall good points to Freehold within the first quarter of 2026.
Your TFSA could make $90 in month-to-month, tax-free earnings
You’ll be able to hop onto the oil pattern and hedge your portfolio from market uncertainty with Freehold Properties. The corporate is at a candy spot to maintain the $0.09 per thirty days dividend it distributes from royalties. If there are windfall good points, it might use them to purchase extra reserves, scale back debt, and pay particular dividends.
Contemplate shopping for 1,000 shares of Freehold all year long, with out worrying concerning the dip and rally. For those who purchase them now at their peak, it’ll value you $17,700. By committing to a $500 month-to-month funding, you’ll be able to leverage dollar-cost averaging as an alternative of making an attempt to time market highs or lows. In 2022, the shares ranged between $12–$17, emphasizing the worth of spreading your funding. It’s troublesome to say whether or not the present market value is the bottom or the very best vary for this inventory. Shopping for small quantities will enable you to profit in both case.
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