Q: Hello 5i,
I have just read your blog “5 Inane Things…” and saw your comments about (u.s.) real estate. I then checked the Q&A on O:US and saw that the most recent questions pre-date this madness. I need to increase my real estate by about 2.25% and can easily add to O, or diversify. I would prefer a dividend-payer yielding 4.0%+, if possible. Or, should I settle for being slightly underweight for the time being??
Any suggestions would be very much appreciated.
Many thanks, as always!!!
Cheers,
Mike

Q: I have several 'Growth' companies which have grown quite large in both Cdn and US markets (Thanks). While I plan to let winners run, I am looking to take some capital out of those, and shift to areas of the market which are trading below their historical averages. Could you suggest some areas of both US and Canada to look for those areas? (Specific companies or ETFs which would target this both welcome)

Q: Hi,
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities

Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities

Thank you.