Quote:
Originally Posted by fleury
This thread has been pretty dead recently, so I'll play a game - critique my portfolio.
Bank of Nova Scotia 14.8%
Amazon 6.7%
Dream Global REIT 5.3%
BCE Inc 5.3%
TD 4.1%
Cominar REIT 3.6%
Enbridge 3.1%
Pegasystems 2.8%
Canadian Tire 2.7%
Alimentation Couche-Tard 2.3%
Canoe Income Fund 2.3%
Ritchie Brothers Auctioneers 2.2%
Dollarama 1.8%
Gluskin Sheff 1.8%
Extendicare 1.4%
Brick Brewing 1.4%
Pizza Pizza REIT 1.7%
Mogo Finance 0.8%
Corus Entertainment 0.7%
All those percents represent the current market value of my portfolio. Future studs? Future losers? I've made some mistakes which I've held onto. The only winner I think has reached its upside is Canadian Tire, so that's a nearer term sell. Open to critique.
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That adds up to quite a bit less than 100%. What are you hiding from us!
That BNS position looks a little big to me, and if it were me I'd put more into the US/foreign buckets.
****Not financial advice****