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Q: Hi, I feel my Tech. Sector 30+% is getting too big, in case a correction is in the future.
T- 3.5 - Kxs- 5 - Lspd- 4.4 -Pho -4.3 - Real -4.1
Csu- 3.5 - Syz - 3.4 - Stc- 2.1 -Bce - 3.4%
Would you consider all these Tech. Stock? I like to keep my sector allocation to 9 or 10 sectors for simplicity ,but I do know there are sub- groups.
Would you sell any of these positions ,or trim all or some? Thinking a 18-22% sector weight, would you agree?

Read Answer Asked by Brad on January 18, 2021

Q: I am looking to "trim the fat" from my TFSA, which currently holds 20 stocks: ATD, BCE, BMO, BNS, CCO, CM, ENB, FFH, PDYPF, INO.UN, LAS, NXE, NWC, NA, NTR, PEY, PZA, MJJ, TRP, WELL. Are there any positions that raise red flags with you? In addition, could you suggest 3 or 4 value picks suitable for a long-term hold (20 years plus)?
Thank you!

Read Answer Asked by Sarah on January 14, 2021

Q: Good Day,

My fiancé has recently begun investing. Currently she has:
254 shares of VBAL
16 shares in Royal Bank
27 shares of BCE

She has $1300 available to invest in her TFSA and $500.00 to invest in her RRSP. She is a conservative investor.

We are wondering:
What would you suggest for next steps in terms of shares/etf to purchase in this small portfolio? Or should we just buy more VBAL?

In addition, would it be best to wait a little to see if there is a ‘better deal’ in a few months?

Please take as many of my questions as you see fit.



Read Answer Asked by Ryan on January 11, 2021
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