Dear Pat. I am curious however as to why your newsletters do not have model portfolios? Your knowledge and expertise would seem to lend itself to selecting optimum portfolios.
There are a number of difficulties with recommending a model portfolio for all investors. The main one is that each individual has different objectives, acceptable risk levels and so on.
For example, conservative or income-seeking investors may want to emphasize utilities and banks for their high and generally secure dividends. More aggressive investors might want to increase their portfolio weightings in resources or manufacturing stocks.
As well, any model portfolio would need to be continually monitored and updated as individual stocks rise and fall in value and as a percentage of the total.
In addition, different investors may be more comfortable holding a larger or smaller number of stocks, income trusts, real-estate investment trusts (REITs) or exchange-traded funds (ETFs) in their portfolios. So it’s hard to set any specific number of stocks in a model portfolio.
portfolio.
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