- Covalon Technologies Ltd. (COV)
- Chartwell Retirement Residences (CSH.UN)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Novo Nordisk A/S (NVO)
- PowerShares S&P SmallCap Health Care Portfolio (PSCH)
Q: I'm looking for some ideas on how to strengthen my healthcare holdings, which only account for 5% of my portfolio. I have a full position in NVO, half positions in CSH.UN and SIS, and have just started to build a position in the PSCH small cap health care fund. GUD and COV are technically present, but both are losers and small enough to ignore/sell.
Q#1: What additions/changes would you suggest for a retired person who is in pretty solid financial shape (5 year holding horizon, can tolerate some risk, but not aiming to shoot out the lights)?
Q#2: What percentage of the total portfolio would you aim to put in healthcare these days? It seems like there are a lot of developments in this field.
Q#1: What additions/changes would you suggest for a retired person who is in pretty solid financial shape (5 year holding horizon, can tolerate some risk, but not aiming to shoot out the lights)?
Q#2: What percentage of the total portfolio would you aim to put in healthcare these days? It seems like there are a lot of developments in this field.