Q: Peter,
Further to your response below re: companies / sectors to own in a hypothetical rising rate environment, and more importantly, what NOT to own (Utilities), "you could see some big stock drops, and investors might be surprised". You have Enbridge in the portfolio, as do I, I know you say its early (which I lean towards as well), but at what point do you start reconsidering the thesis that "its early" should an Enbridge consider to slide given its high PE?
Would you instantly advise your members when to sell something in the model portfolio?
Thanks team, great work.
Further to your response below re: companies / sectors to own in a hypothetical rising rate environment, and more importantly, what NOT to own (Utilities), "you could see some big stock drops, and investors might be surprised". You have Enbridge in the portfolio, as do I, I know you say its early (which I lean towards as well), but at what point do you start reconsidering the thesis that "its early" should an Enbridge consider to slide given its high PE?
Would you instantly advise your members when to sell something in the model portfolio?
Thanks team, great work.