Go to the Globe and Mail homepage

Jump to main navigationJump to main content


Portfolio Checkup

Video: All-stock investor should trim the REITs, boost U.S. content Add to ...

Rob Carrick, the Globe's personal finance columnist, and Lori Livingstone, portfolio manager at Scotia MacLeod, offer advice to this retired investor who wonders if his all-stock investing strategy is a good one

The 'Nothing but Stocks' Portfolio

The Question: Am I doing anything wrong and what should I be looking for when investing in a company?

Age: 64
Occupation: retired
Annual Income: $300,000
Level of investment knowledge: average
Portfolio size: $5-million
Net worth $10-million
Pension: No

Portfolio Notes:

-Do-it-yourself investor

More Related to this Story

Asset Mix : 100 per cent stocks held in a personal holding company

All positions capped at 5-6 per cent:

Top Holdings:

  • TD Bank
  • Canadian REIT
  • Dundee REIT
  • RioCan REIT
  • H&R REIT
  • ARC Resources
  • Enbridge
  • Canadian Oil Sands
  • Calloway REIT

Follow us on Twitter: @GlobeInvestor



Editors' Picks

More from The Globe and Mail

Most popular