GREY:ISYRF - Post by User
Post by
torlastmanon Nov 20, 2014 12:55pm
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Post# 23148435
Question to Transcamerica position
Question to Transcamerica positionFirstly to Junit, people criticizing ITC do not mean that they short ITC. I am in a long position, and I believe we are on the right track. But certainly there are somethings not done well (or at least not done enough). Pointing them out will keep the investors in clear mindset and to avoid bias.
Now back to the transcamerica position. Good findings. 125K is not a big position to me. But this is not the key question.
Transamerica Global Growth GIF
When I look at the top holdings of Transamerica Global Growth GIF
Top Holdings as of October 31, 2014
| iShares MSCI EAFE Index (CAD-Hgd) | 25.11% |
| Core S&P 500 Idx ETF (CAD-Hdg) | 19.87% |
| iShares S&P/TSX 60 Index | 19.55% |
| iShares MSCI Japan E.T.F. | 10.33% |
| PowerSh QQQ E.T.F. | 9.99% |
| iShares Rusl Mid-Cap E.T.F. | 9.96% |
| iShares Canadian Universe Bond Idx | 4.76% |
| Gov't of Canada, 0.0%, January 29, 2015 | 0.26% |
| Intrinsyc Technologies | 0.16% |
| Total | 99.99% |
I noticed that this fund mainly invested on Index ETFs, and ITC is the only stock that it invested into. That is not usual to me. Why?