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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am trying to build a solid portfolio sector distribution, for reallocation purposes moving forward. This is only for the equity component of my portfolio. I am keeping a significant portion (50-75%) in non equity fixed income. I am looking for a retirement type Portfolio, with relative stability and good dividends. I am also worried about inflation getting carried away, as I feel most governments are not truly addressing the financial issues of the day. That is the reason for my 15% allocation to Mining. I have a house, so I do not feel I need to allocate anything to real estate.

Do you feel this is an appropriate distribution? Do you see faults in my reasoning?

Energy (incl pipelines) 8%
Mining (incl gold) 15%
Industrial 12%
Cons Disc 10%
Cons Staples 8%
Healthcare 6%
Financial 18%
Teck 7%
Telecom 6%
Utilities 10%
Real Estate 0%

Thanks once again,

Fed
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Carl
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