What to Sell?

Thank you

Hey there. Your Canadian portfolio, if that is all it contains, is very growth heavy. It may be tough sledding in the short term with the market conditions we're seeing.

But, I do like most of them. PTQ I have not investigated much with it being a small cap bio company on the Venture.

You've got some great companies in some emerging industries, Good Natured, Greenlane, Well Health and CloudMD for example. In fact, I just added WELL today.

But just note that these companies are far from established, and there can be significantly volatility in their share prices. This is why I try to make these more speculative plays anywhere from 1-3% of my total portfolio.

Dan wrote
"We don't mind providing individual opinions on stocks, research, suggesting a direction or shortlist of options, providing stocks we feel have the potential to outperform etc."

I would happy to get your opinion on some of the Canadian stocks.
Which is these stocks do you feel will out perform and which won't. Even if you only touch on a few of them.
Thanks

Hey there, this is something we really don't like to answer. We don't mind providing individual opinions on stocks, research, suggesting a direction or shortlist of options, providing stocks we feel have the potential to outperform etc.

But complete portfolio design and in your case what seems to be an overhaul, is just something we would never directly comment on. And it's not because we're not capable of doing so, it just wouldn't be the best thing for members.

Highlighting buy/sell transactions on what we would do is based on our goals, risk tolerances, portfolio make ups etc. We have absolutely no idea about financial positions, long term goals, risk tolerances etc of members. So for us to say "You should sell stock ABC and keep XYZ" isn't the best way to go about things.

Another Canadian one I forgot to add DCBO
Thanks