Q: I am a “dividend + revenue” investor, considering the high volatility, recession risks, and inflation, these are my main "moves" in 2022 :
1) Sell most of smaller Cies stocks
2) Keep selected larger Cies stocks considered to be in a good financial and strategic position
3) Keep various REITS like data centers,real estate,etc.. (no shopping centers,since on line shopping is increasing)
4) “Accept to sell” (with high profit though) some excellent large Cies stocks in order to Increase the proportion of selected ETFs (dividend and/or dividend growth), including US ETF in RRSP
5) Keep a significant proportion of utilities ETF, and Canadian financial ETFs
6) No fixed income, no bonds,and no fixed income ETF ( I wish to equal or beat inflation if possible, plus the fact that fixed income products are not easy to trade and to manage ,except for experts)
7) Increase the proportion of covered call ETFs in order to better resist to volatility and to maintain stability of revenues
8) Keep closed-end funds and split-share corporations (in a small proportion)
What are the weak points, any adjustment suggested?
Thanks, you are always very helpfull to “refine “ researchs according to various strategies
1) Sell most of smaller Cies stocks
2) Keep selected larger Cies stocks considered to be in a good financial and strategic position
3) Keep various REITS like data centers,real estate,etc.. (no shopping centers,since on line shopping is increasing)
4) “Accept to sell” (with high profit though) some excellent large Cies stocks in order to Increase the proportion of selected ETFs (dividend and/or dividend growth), including US ETF in RRSP
5) Keep a significant proportion of utilities ETF, and Canadian financial ETFs
6) No fixed income, no bonds,and no fixed income ETF ( I wish to equal or beat inflation if possible, plus the fact that fixed income products are not easy to trade and to manage ,except for experts)
7) Increase the proportion of covered call ETFs in order to better resist to volatility and to maintain stability of revenues
8) Keep closed-end funds and split-share corporations (in a small proportion)
What are the weak points, any adjustment suggested?
Thanks, you are always very helpfull to “refine “ researchs according to various strategies