RE:Man...I am getting killed!!!mnztr wrote:
Try to build a conservative income portfolio and KAPOW!!! I want to buy more Dream, but currently it is about 7% of my portfolio, the same thing happened with AQN initially I was hammered but it came good... but can I comfortably have 14% in one small REIT?
In my primary account, Dundee represents between 20% and 25% of the total portfolio value. I also own some in some secondary accounts. That metric is irrelevant to me. What's important is % of total net worth. In my case, I have about 5% of my total net worth tied up in Dundee. I am not only comfortable with that exposure but I am adding to my Dundee holdings.
Seeing Dundee buying back shares only adds to my faith.
GLTA!
Marc