RE:RE:RE:Q2 Results - transcriptHey CSC
I've definitely noticed how much we have in common in terms of holdings and investment philosphy. Good stuff. :-)
I never mind sharing our holdings as I know some people are interested. Here's the latest snapshot. Note that we are all equities with no fixed income or preferreds.
I never really worry about current% of portfolio as much as Book%. My wife & I have 4 groupings based upon book% - Main1 (> 4%), Main2 (~3.5%), Mid (~2.5%), Minor. (< 2%).
Ciao
Sarge
CanSiamCyp wrote: Hey Sarge,
I noted your 15% figure re Brookfield holdings. Amazingly, our portfolio is quite similar with 14.3% in BAM, BEP, BIP and BPO (preferred shares under BPY) components. Too much to worry about now! LOL!
Cheers!