Q: I hold the following energy stocks: BIR, CNQ, CPG ,PPL, SU, TOU, TVE AND WCP.
It represents 12.2% of my portfolio. Is this a fair portion. too high , too low??
If to high what would you suggest to sell. Could you also rate these as for sustainability and return going forward.
Thanks in advance.
It represents 12.2% of my portfolio. Is this a fair portion. too high , too low??
If to high what would you suggest to sell. Could you also rate these as for sustainability and return going forward.
Thanks in advance.
5i Research Answer:
We would rank: PPL, SU, CNQ, TOU, WCP, TVE, BIR, CPG. We cannot comment on personal sector weights but see 5% to 10% as appropriate for most investors.