Q: I want to create a financial section of my portfolio. Somewhere between 15 and 20 %. I have been considering adding BMO and NA which are trading at 10 and 8 times earnings and yielding 4.3 and 4.66%. I think a good entry point would be a yield of 5%. Could you comment on the portfolio percentage, stock choices {are there better ?} and entry prices ?
Thanks Garth
Thanks Garth