Q: Hi,
I am looking to reduce my exposure to financials across my family's portfolio, from 23% to 13%. Sunlife (3.03%), Royal Bank (3.41%) and TD Bank (5.55%) comprise our most significant holdings, all of which we have held for many years. I am looking to reduce and reallocate one of those positions as part of the overall reduction. Which in your judgement would be the best candidate to let go?
Finally, and I apologize if this question has been asked and answered before: is there any drill-down facility planned in the 5i Portfolio Analysis features that would list all holdings in a particular asset class, geographic sector, and/or industry? Or does the facility exist and I am missing it? For example, it would be helpful to have the portfolio analytics tool to be able to list the holdings that it is including in its calculation of the portfolio “financials” weighting.
Thanks
Derek
I am looking to reduce my exposure to financials across my family's portfolio, from 23% to 13%. Sunlife (3.03%), Royal Bank (3.41%) and TD Bank (5.55%) comprise our most significant holdings, all of which we have held for many years. I am looking to reduce and reallocate one of those positions as part of the overall reduction. Which in your judgement would be the best candidate to let go?
Finally, and I apologize if this question has been asked and answered before: is there any drill-down facility planned in the 5i Portfolio Analysis features that would list all holdings in a particular asset class, geographic sector, and/or industry? Or does the facility exist and I am missing it? For example, it would be helpful to have the portfolio analytics tool to be able to list the holdings that it is including in its calculation of the portfolio “financials” weighting.
Thanks
Derek