Q: Good day all. Recent retiree. I want to high grade my portfolio. Currently aem, arx,atd,byd,bn,bam,ccl,cigi,csu,dsg,engh,fsv,kxs,mg,otex,pbh,sis,slf,t,tfii,td,wsp. what would you sell? replace with? Total return is my strategy. many thanks.
5i Research Answer:
There is nothing here that would concern us, and we would just check sector and position sizes to make sure they match goals. The list is essentially the same as our model portfolios with one or two exceptions.