Is this all-stock portfolio properly diversified?
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This week's patient wonders if he is properly diversified and whether it's suitable for long-term investing. The Globe's personal finance columnist Rob Carrick and investment adviser at Scotia McLeod Andrew Pyle weigh in
The Precision portfolio
The Question: Am I properly diversified and is this portfolio suitable for long-term investing?
Assessment: Consider adding some bonds to this portfolio, and some exposure to stocks outside North America
Occupation: civil servant
Annual Income: $116,000
Level of investment knowledge: high
Size of portfolio: $220,000
-All all-stock RRSP portfolio with top holdings that include:
- Brookfield Asset Management 4.3 %
- Intel 4.9 %
- Johnson and Johnson 5.9 %
- SNC Lavalin 4.9 %
- TD Bank 5.7 %
- Canadian Natural Resources 4.1 %
- Empire-A 5.1 %
- Fairfax Financial 5.6 %
- Rogers Communications-B 4.9 %
- Suncor 3.8 %