TSX:CHE.DB.E - Post by User
Comment by
TeamCommonSenseon Oct 08, 2024 2:24pm
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Post# 36258186
RE:Stormy and Timebuilder
RE:Stormy and Timebuilder Hey Banshee!
Some would consider our portfolio a mess cuz it has evolved over time in a manner that is as straight (forward) as a dog's hind leg ... as the old saying used to go. In general terms, our overall portfolio is invested in the following categories (as of 30 Sept 24):
Preferred Shares 34.2%
Skyline Private Equity 28.7%
Common Shares 19.8%
REITs 14.5%
Balance (MMF and cash) 2.8%
Total Portfolio $11.3M Annualized Revenue Generated $727k Unrealized Taxable CG $1.8M
Total CHE.un $305k
The only ETF in the whole melting pot is HDIF Harvest Diversified Income Fund ... which consists mostly but not exclusively of non Canadian businesses .... added for .... diversification .... and I include it under Common Shares cuz that is what it consists of ... primarily ... LOL!
Cheers!