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JP Morgan Chase & Co. (JPM)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%
BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%
10 year investment horizon.
Your thoughts are appreciated
Don
Q: Hi There similar to a question about easing into the Canadian banks during this time - would feel the same way about the US major banks?
Thanks!
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Bank of America Corporation (BAC)
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Goldman Sachs Group Inc. (The) (GS)
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JP Morgan Chase & Co. (JPM)
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Morgan Stanley (MS)
Q: hi. do you have any current recommendations for any U.S. banks/financial institutions?
Read Answer Asked by chris on March 16, 2023