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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: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques
Read Answer Asked by Jacques on August 08, 2017
Q: Hello,
I received the BKD Notice of AGM & Special Meeting today. Hard to clearly discern what the transaction is. Would appreciate it i you can advise. Also: I note they want to reverse split the shares 10 for 1. In my experience this alway seems to have a net negative impact on share value, although I know it should not.

BTW, on Mar 13th Rick mentioned a very good March ETF update by you...and sorry but I can't find it.
Thanks for your assistance!
Brian
Read Answer Asked by Brian on March 15, 2017
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