Q: My overall Industrial weighting is fairly bang on with SIS, TFI, WSP, and a US industrial ETF.
I have been looking at TVK. Would it make sense to trim WSP at 4.59% of total portfolio down and add TVK?
WSP has been a great and I assume safer, but I can see trimming it down to 3% and adding TVK?
Thanks again.
I have been looking at TVK. Would it make sense to trim WSP at 4.59% of total portfolio down and add TVK?
WSP has been a great and I assume safer, but I can see trimming it down to 3% and adding TVK?
Thanks again.
5i Research Answer:
We can't comment on personal weightings but for a diversification move we would be fairly comfortable selling a bit of WSP to add TVK.