Q: Hello, I'm working on my current ALLOCATIONS. Please recommend CANADIAN and US : Healthcare, Consumer Defensive and Utilities.
Many thanks, Heidi

PS My sincere compliments for your excellent site and service

Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!

Q: My current portfolio is heavily oriented towards growth and is very high risk. Over the next few to several months I plan on repositioning towards a more balanced approach. I will be looking to add some growing but steady large caps. Toward that end I have the following short list: TR, BN, GOOG, Canadian Banks, SLF, MSFT, NVDA, BEPC. Is there anything in that list that you would not see fitting into that category? Can you please add a half dozen or so of your preferred other names that fit with this idea. Please exclude defense contractors, the Oil and Gas sector and usurious money lenders.
Thank-you.