Q: I seem to recall a question quite a while ago (years?) about the maximum % of your portfolio should be by fund company. If I remember correctly, your suggestion was to cap each fund company exposure to 15%. Am I correct and do you still feel the same?

My BMO ETFs are just over 16%.
My iShares ETFs are just over 15%.
I have smaller exposures to the fund companies holding HMAX, HHL, NNRG (around 5% each).

Please remind me again what the dangers are of exceeding your suggested threshold? For the larger fund companies, is the threshold higher?

Thanks for your help....much appreciated....Steve

Q: Here's a pure speculative question. I hold NTR and NNRG. Their short term future prospects are, of course, partially tied to the middle east war.

I know it is tough to compare a single stock to an ETF, but what kind of upside do you see each having over the next year or so? I plan on trimming one or both to fund adding to another asset class at some point.

Thanks.....Steve

Q: Do you have any information as to why, as indicated on my trading account with TDW, trading on NNRG has been halted?