Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?
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NVIDIA Corporation (NVDA)
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Sun Life Financial Inc. (SLF)
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Intact Financial Corporation (IFC)
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goeasy Ltd. (GSY)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Propel Holdings Inc. (PRL)
Q: Hi,
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).
Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.
Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!
1. WELL to VHI
2. SLF to IFC
3. GSY to PRL
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).
Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.
Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!
1. WELL to VHI
2. SLF to IFC
3. GSY to PRL
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Pembina Pipeline Corporation (PPL)
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North West Company Inc. (The) (NWC)
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Open Text Corporation (OTEX)
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Exchange Income Corporation (EIF)
Q: Hello again, I was not very clear on my question re: additions to Canadian dividend growth portfolio. I would like your top 5 preferences out of the 10 stocks listed, which are all currently held.
The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.
The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.