Q: I follow the Balanced Equity portfolio and have enough new money to add to three of my underweight positions. Of the following, which would be good to add to now?

CAE, CCL, KXS, MG, RCH

Thank you.

Q: It is time to make my 2024 RRSP contribution. For this account, I follow the Balanced Equity portfolio. I would like to add to two or three positions and am currently underweight in BAM, CAE, OTEX, CCL, KXS, and MG. I do not own any RCH. Which of these would be good positions to add to/initiate now? Thank you.

Q: Since noting the increase in the holding of IFC in the 5i BEPORT I have compared it to my holding in DFY to see if I should switch, but what I see is that IFC trades for a much higher PE and that performance since Nov 2021 has been only 27% vs 73% for DFY.

I understand that IFC is the industry leader, much bigger market cap, higher dividend etc but what is the real attraction here or is it that DFY is too small for the BEPORT?