May is always a nice month for me as I get extra cash from tax return to be invested.
Considering the existing live portfolio, and the goal to have a balanced sector distribution, I added the following companies last Friday:
Canadian portfolio: I took advantage of the recent bank decline and focused most on that sector. I`ve added EQB, IAG, IFC, LB and NA.
US portfolio: I’ve added companies to populate other sectors that were not in the portfolio before. The criteria to pick a company was based on value and reasonable estimated growth.
