Your ideal investment portfolio mix can include both conservative and aggressive investments—but follow these tips

Your ideal investment portfolio mix can include both conservative and aggressive investments—but follow these tips

There is no “one-size-fits-all” ideal investment portfolio mix. But there are some key portfolio diversification tips that every investor should follow.
Are you trying to determine your ideal investment portfolio mix? Ultimately, the percentage of your portfolio that you should hold in either conservative or aggressive… Read More

Q: Hello, Pat. What is your opinion on holding a Canadian-focused small-/mid-cap fund such as the Fidelity Special Situations Fund. Do you think it’s a good idea to hold more aggressive Canadian small and mid-cap stocks?

A: We generally feel that most investors should hold the bulk of their investment portfolios in conservative securities from well-established companies. This means holding a total of 15 to 25 well-established, dividend-paying stocks, chosen mainly from our “Average” or higher ratings, and spreading your holdings… Read More