Q: My top holdings right now are (these are all primarily in an open account, but small portion in registered)
MSFT @ 9.18% of the equity portfolio (up 487%)
AAPL @ 7.47% of the equity portfolio (up 496%)
BCE @ 4.89% of the equity portfolio (down 16.52%)
Thinking of selling some of MSFT to rebalance and possibly AAPL to rebalance and selling some BCE for tax loss to offset some of the gains.
In the present market does this seem like good options? What could be purchased instead? I do rely on the BCE dividend for some income and might want to replace this. Will also be looking to transfer cash and/or stocks to TFSA's in the new year.
Are there better options in my situation? (the rest of the equity portfolio is fairly balanced except an over amount in financials)
Thanks,
Steve
MSFT @ 9.18% of the equity portfolio (up 487%)
AAPL @ 7.47% of the equity portfolio (up 496%)
BCE @ 4.89% of the equity portfolio (down 16.52%)
Thinking of selling some of MSFT to rebalance and possibly AAPL to rebalance and selling some BCE for tax loss to offset some of the gains.
In the present market does this seem like good options? What could be purchased instead? I do rely on the BCE dividend for some income and might want to replace this. Will also be looking to transfer cash and/or stocks to TFSA's in the new year.
Are there better options in my situation? (the rest of the equity portfolio is fairly balanced except an over amount in financials)
Thanks,
Steve
Q: I keep hearing that Buffett has gone to cash. Do you have a sense of his actual cash position as a percentage and what his rationale is? Thank-you.
Q: Hello 5i
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks