Q: Hello. What do you think of a switch from NWC to AW.UN (both in an RSP)?
NWC is currently 1.4% of our portfolio at a gain of 24% (40% with dividends).
AW.UN is currently 1.7% of our portfolio at a slight loss of -3%, but with a gain when including dividends.
Thanks.
NWC is currently 1.4% of our portfolio at a gain of 24% (40% with dividends).
AW.UN is currently 1.7% of our portfolio at a slight loss of -3%, but with a gain when including dividends.
Thanks.
5i Research Answer:
We think NWC is a HOLD after the recent price drop/earnings, but we would be OK with a switch to AW.UN for perhaps a more stable stock and income.