Can you share the stocks you own?

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See you mentioned few of the stocks in Foundation and few on the bull list. Can you perhaps compile and publish a list of stocks you (Dan & Matt) and long?

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Asked on May 15, 2021 9:57 am
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Hey there! We actually don't publish our individual portfolios. This isn't because of anything we have to hide, it's simply because of the fact we don't want members blindly following our portfolios without first understanding their overall risk tolerances.

We feel that publicly listing our portfolios would actually do more harm than good to our member base. I (Dan) have a very aggressive portfolio, one that is not suited for many retail investors unless they are extremely accepting of risk. So, I wouldn't want someone heading to my portfolio display on here, carbon copying it without first understanding if they can handle an aggressive style portfolio.

However, we disclose any holdings we do have when we speak on them, and we actually have a disclosure on the Discord server about all Premium related holdings we have:

Mathieu currently holds: REAL, WELL, DCBO, KL, ARE, BMO, POW, MFC, AQN, OTEX, CPX, ATD.B, FTS, CNR, T, LSPD, AGI, DND, DOC, NEWU, SHOP, GRN, GDNP, VHI, XBC, SIS, TD

Daniel currently holds: REAL, KL, BMO, MFC, ATD.B, FTS, CNR, T, LSPD, RY, TRP, GDNP, DND, XBC, SIS, AQN, CGY, EQB, FOOD, PLC, TD, WELL

So as you can see, we not only highlight opportunities for Premium members, but we also end up purchasing them ourselves. Mathieu invests in individual US stocks, while I opt for international ETFs like XAW and XUU.

So for the most part, a very large chunk of my portfolio holdings when it comes to individual stocks will be the ones you see above.

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Posted by Dan Kent
Answered on May 15, 2021 2:48 pm