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  5. WN.PR.C: Hi 5i Since Loblaws redeemed there preferred shares I've been thinking of replacing them with TRI. [George Weston Limited 5.20% Preferred Shares Series III]
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Investment Q&A

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Q: Hi 5i
Since Loblaws redeemed there preferred shares I've been thinking of replacing them with TRI.PR.B and a Weston preferred share. What do you think of this and which Weston preferred would you buy and why? I now have a good amount of preferred shares in my portfolio in many large good US and Canadian companies. My only concern with these is there liquidity. What would be a reasonable amount of ones portfolio to put into these.
Asked by Mark on February 21, 2025
5i Research Answer:

On the assumption that an investor is not going to trade, we might target 4% individual positions and 1 15% sector allocation maximum. We would be very comfortable with TRI.PR.B and would suggest Weston Series III (preferred C).