For the Canadian portfolio, I’ve decided to add 2 new holdings for the Utilities sector, since there’s room for further exposure in this sector, and that always provide safety for the portfolio income growth. I want to add more in the Materials sector (the smallest exposure in this port), but I will wait for SJ and CCL.B to drop in price. I’ve added more BOS sice the exposure in this port is small and I believe there’s room for recovery. So C$2,000 was split equally in 3 to add to BOS, RNW and EMA:
For the US portfolio, I’ve started a position in the Consumer Staples and Energy sectors, since there were no exposures in this portfolio. It was nice to see that although the market is over extended, there are always bargains to be found.
