Q: Hi Peter/Ryan,
Most of the companies in the BE portfolio have significant US or Intl exposure in terms of operations/revenue. With a portfolio allocation of Canadian (BEReport) 50%, US (ETF) 30% and Intl (ETF) 20%, the actual allocations will be higher for US and Intl since a portion of BEReport is derived from US or Intl. Please let me know your thoughts and any suggestions in terms of portfolio allocations.
Thanks
Ninad
Most of the companies in the BE portfolio have significant US or Intl exposure in terms of operations/revenue. With a portfolio allocation of Canadian (BEReport) 50%, US (ETF) 30% and Intl (ETF) 20%, the actual allocations will be higher for US and Intl since a portion of BEReport is derived from US or Intl. Please let me know your thoughts and any suggestions in terms of portfolio allocations.
Thanks
Ninad