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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Your PA has recommended reducing my Tech holdings and increasing my US and International allocation. I would like to reduce Tech by about 1/3 and use those proceeds for purchasing VUN and XEF. VUN appears to have about a 20% tech component, so I would need to reduce more than the 1/3 of my current holdings to offset that VUN tech portion. Your recommendations on which equities I should trim/eliminate would be very helpful in trying to sort this out !! Many thanks, as always.

Current Tech % holdings in RSP/TFSA/ UnReg accounts are approx:
ENGH 2.5%
KXS 3.5 %
OTEX 3..5 %
SHOP 3.5%
SYZ 3.8%
PHO 1.3%
and in RIFs - for yield:
AB 3%
ET 1.8%
Read Answer Asked by Alexandra on May 07, 2019
Q: I wonder if you have any info or insight on this company.
Thanks
Bob
Read Answer Asked by Robert on May 07, 2019
Q: what could you tell me about this company. OILS
Read Answer Asked by frederick on May 07, 2019