I have some, but there are still a few things that make me uneasy about it.just go bitcoin and look back in 5 years at this thread. even at ATHS im extremely confident that there will be at bare minimum 100%
I made a mistake here I was looking at my Jan 31, 2025 value as the basis for the 7% decline. I should have been looking at Dec 31, 2024. According to my June 30 statement my portfolio is actually up 0.95% YTD. I saw a 2.4% gain in the month. I've increased my holdings of oil based securities from 16% to 24%. Gold ETF's are about 7% of the portfolio book value I may increase that to 11%. Cash and money market instruments of 15%. The other 54% in a range of mid cap ETF's. I'm going to talk to my adviser about reducing that exposure if he sees the same volatility in the 4th quarter that I do.I've got about 15% of my RRSP holdings in oil and mineral based. I may look at upping that to 25%. Overall portfolio is still down about 7% YTD.
Now would probably be the best time to start allocating more to stocks. Trade war drama is gone, Fed will finally start cutting rates, and global liquidity is surging. Between now and early next year, stocks should do well.I made a mistake here I was looking at my Jan 31, 2025 value as the basis for the 7% decline. I should have been looking at Dec 31, 2024. According to my June 30 statement my portfolio is actually up 0.95% YTD. I saw a 2.4% gain in the month. I've increased my holdings of oil based securities from 16% to 24%. Gold ETF's are about 7% of the portfolio book value I may increase that to 11%. Cash and money market instruments of 15%. The other 54% in a range of mid cap ETF's. I'm going to talk to my adviser about reducing that exposure if he sees the same volatility in the 4th quarter that I do.
YTD I am up 14%. RCI.B has been a great surprise as well renewables . I think we might we be looking for further gains but you never know.Now would probably be the best time to start allocating more to stocks. Trade war drama is gone, Fed will finally start cutting rates, and global liquidity is surging. Between now and early next year, stocks should do well.
I got in at 37.5 . 35K shares now 44.63.Particularly what, yesterday?![]()
that's a million bucks in one stock?I got in at 37.5 . 35K shares now 44.63.