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Bank of America Corporation (BAC $46.73)
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JPMorgan Chase & Co. (JPM $286.86)
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Toronto-Dominion Bank (The) (TD $100.69)
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Bank of Nova Scotia (The) (BNS $74.67)
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Manulife Financial Corporation (MFC $41.71)
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Sun Life Financial Inc. (SLF $85.00)
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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 $14.75)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.65)
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