Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike

Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.

What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek

Q: I have owned Chubb for a few years and have done well. Lately the price has been declining. What is the reason for this and is this opportunity to add more to my position.