model portfolios and foundation stock list

0
0

Just wondering why, when examining the holdings of the growth portfolios (in particular the mid-stage growth) I notice there are some holdings that are not on your foundational, dividend or growth lists. Specifically shopify, endeavour mining, minto apartment reit, and open text corp.
Are these model portfolios meant to act as examples only?

Marked as spam
Asked on August 7, 2024 9:52 am
71 views
0
Private answer

Hey there. Pretty much all of these stocks at one point or another were highlighted here at Premium.

The decision to add or remove a stock from our Bull List is typically one of a value situation. However, often when a stock is removed, it isn't particularly a situation where we advocate selling the stock. We just don't feel it is as "slam dunk" of an opportunity as it was when it was on the list, but we still view them as long term holds.

This is why you will see many stocks inside the model portfolios that are not currently on the Bull Lists. The vast majority of stocks inside of the models themselves are being highlighted here or have been in the past, however.

As always though, the model portfolios ARE supposed to simply be examples, that is why they are "model" portfolios.

Marked as spam
Posted by Dan Kent
Answered on August 8, 2024 11:29 am