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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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TELUS Corporation (T)
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Cenovus Energy Inc. (CVE)
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Canadian Western Bank (CWB)
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Exchange Income Corporation (EIF)
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Aegon Ltd. New York Registry Shares (AEG)
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Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
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ING Group N.V. (ING)
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Fresenius Medical Care AG American Depositary Shares (Each representing 1/2 of an) (FMS)
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Brookfield Asset Management Inc Class A Limited (BAM)
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Berkshire Hathaway Inc. (BRK.B)
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British American Tobacco p.l.c. (BTI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.
Thank you for your expertise, and willingness to help me sleep a bit more soundly.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.
Thank you for your expertise, and willingness to help me sleep a bit more soundly.
