Your personal portfolios allocations

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Good Morning Dan & Matt,
I subscibe to another Investor/ stock service, he lets us see his personal portfolio allocation which is updated every quarter. Just wondering if you would be willing to do something similar. This is my personal portfolio allocation

Portfolio

Telus T 15%
TC Energy TRP 7
Alim Couche Tard ATD.B 7
CNR CNR 6
Fortis FTS 5
Interpipe IPL 5
Granite REIT GRT.UN 3
Enghouse ENGH 3
Docebo DCBO 3
Aurora Cann ACB 3
Kirkland Gold KL 3
Wheaton WPM 2
Melcor MR.UN 2
Good Nature Prod GDNP 2
Parkland PKI 2
Well Health Well 2
Real Matters REAL 2
misc. stocks 1

USA
Inseego INSG 5
Disney DIS 2

Mutual Fund
Tangerine Equity Growth 8
GIC 1

Cash 11

Thanx Russ

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Asked on January 27, 2021 9:49 am
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Private answer

Hey there! We do disclose our holdings when we create reports or speak on stocks. We have no problem doing that, in fact it's the right thing to do.

However, we haven't really wanted to openly publish our full portfolios, just because we have very specific goals, risk tolerances and the like. We feel a full publication of our portfolios would result in someone attempting to mimic them exactly, and doing that may put them outside of their overall risk tolerance and overall goals.

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Posted by Dan Kent
Answered on January 27, 2021 11:33 am
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Private answer

Hey there! We do disclose our holdings when we create reports or speak on stocks. We have no problem doing that, in fact it's the right thing to do.

However, we haven't really wanted to openly publish our full portfolios, just because we have very specific goals, risk tolerances and the like. We feel a full publication of our portfolios would result in someone attempting to mimic them exactly, and doing that may put them outside of their overall risk tolerance and overall goals.

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Posted by Dan Kent
Answered on January 27, 2021 11:33 am
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