-
BCE Inc. (BCE)
-
Enbridge Inc. (ENB)
-
Canadian Imperial Bank Of Commerce (CM)
-
TC Energy Corporation (TRP)
-
Vermilion Energy Inc. (VET)
-
Brookfield Infrastructure Partners L.P. (BIP.UN)
-
Dream Industrial Real Estate Investment Trust (DIR.UN)
-
Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
-
Slate Grocery REIT (SGR.UN)
-
Brookfield Corporation Class A Preference Shares Series 37 (BN.PF.D)
Q: I must progressively restructurate a non-registrated portfolio, recovered in early 2022 for self-managing... Here are the percentage of each stock vs all portfolio, and also indications (+/-) if they are at a profit or at a loss on paper. stocks at profit are: BIP.UN (8% of portfolio), CM 5%, DIR. UN 3%, BIPC 1%, BCE 5%, ENB 2%, SGR.UN 1,5%. Stocks at a loss are: BN.PF.D (5% pf portfolio), TRP 1.5%, VET 1.2%.
My objectives are in order: stability, dividends, and some growth if possible.
Some stocks represent a probably too high percentage of the portfolio, I would not sell them “only to rebalance the portfolio” if they are still safe (to avoid non necessary capital gain tax), but I shall sell if they represent a risk. On the other hand, I would not sell stocks with a loss if they respond to my objectives.
I have already balanced a good part of this portfolio with ETF and a selection of stable dividend stocks. Those are the remaining stocks from the original portfolio..
Please give me suggestions for each stock according to objectives as : keep, sell, or sell partly. All of your comments are always greatly appreciated.
Q: Can you offer a coles notes assessment as to why these two banks declined 25% this year vs. 10 or less for the rest of the big 6?
Read Answer Asked by Kim on January 04, 2023-
Canadian Imperial Bank Of Commerce (CM)
-
Great-West Lifeco Inc. (GWO)
-
National Bank of Canada (NA)
-
Power Corporation of Canada Subordinate Voting Shares (POW)
-
Gildan Activewear Inc. (GIL)
-
Empire Company Limited Non-Voting Class A Shares (EMP.A)
-
ATCO Ltd. Class I Non-voting Shares (ACO.X)
-
Stantec Inc. (STN)
-
Colliers International Group Inc. Subordinate Voting Shares (CIGI)
-
Enghouse Systems Limited (ENGH)
-
Barrick Gold Corporation (ABX)
-
Open Text Corporation (OTEX)
-
Sleep Country Canada Holdings Inc. (ZZZ)
Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.