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Q: Hello Team,

I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.

No worries on size, risk or industry, looking for best returns only.

Thanks!
Read Answer Asked by Kevin on July 15, 2024
Q: This question is more about Portfolio Analytics.

Portfolio Analytics indicated I was slightly higher in energy than I should be. In reviewing the energy holdings, I was surprised that Nextracker Inc was considered as an Energy holding not a Tech.

Although my trading platform says it is a Tech stock, I suppose a case may be made for it being an Energy stock. I was hoping to understand your rational for it.

I have considered PDI as part of my Fixed Income portfolio. Is this wrong?
Read Answer Asked by J Stephen on July 12, 2024
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