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Bank of America Corporation (BAC $50.58)
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JPMorgan Chase & Co. (JPM $306.91)
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Toronto-Dominion Bank (The) (TD $106.32)
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Bank of Nova Scotia (The) (BNS $87.74)
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Manulife Financial Corporation (MFC $44.14)
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Sun Life Financial Inc. (SLF $82.06)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $15.48)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.27)
Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you
Thank you