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Q: Good morning, Portfolio Analytics suggests we (as elderly seniors) lower our Utility holdings by 6.32%. Currently, we have:
AQN 3.9 %, BEPC 3.5%, BIP.UN 4.6%, H 2.2%, SPB 1.8%. Firstly is there a holding I could eliminate? If not should I just lower the larger percentages? All are in RRIFs.
Second suggestion from Analytics is to lower telecom by 3.54%. Currently have BCE 4.2%, T 3.5% and GOOG 4.2%. T and BCE are in RRIFs. GOOG is in an unregistered account. I have always looked at GOOG as technology sector. Any comments. Thanks for your expertise.
Ted

Read Answer Asked by Ted on August 21, 2020

Q: SPB vs PKI. Several months back in the Q&As you were more positive on PKI than SPB. Is that still true or would you prefere ATD.B over both. I hold SPB and thinking about adding/switching SPB for PKI. How would you rank?

Read Answer Asked by William on August 14, 2020
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