...."Of course, if the government tomorrow suddenly decreed the end of capital gains tax, and I was forced to build a concentrated portfolio from scratch - a portfolio which was constrained to between, say, less than 15 stocks - then I suspect it would look something like this (starting weightings in parentheses):IFL: 15%VEA: 10%NHF: 10%CGF: 7.5%LYL: 7.5%AUB (or SDF): 7.5%IRI: 7.5%AGL: 5%CAR: 5%MND: 5%SDI: 5%KOV: 5%TME: 5%ZNT: 5%" 9/8/18 on IRI thread re portfolio allocation.
Hi Adam, you posted a snapshot above in 2018 re IFL being a top position hold. Id be very int to know your thoughts now and if you've topped up at these distressed prices . Many thanks as usual for your generous sharing to us all.
IFL Price at posting:
$5.44 Sentiment: None Disclosure: Held
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