Some thoughts on a portfolio.. Was wondering what your thoughts would be on making a good core portfolio, was thinking of building a ETF portfolio and than adding some solid small - mid cap shares to the mix. As a percentage of the portfolio the ETFs would make up at least 80% while the other shares would complete the rest. Any thoughts?
Take top 40. Take out the dogs like plat and gold shares, single commodities companies, take out duplicates ie pick one of MTN / VOD or MDC / LHC / APN, take out construction and take out "investment holding companies", you can invest directly. That should leave you with 16 odd shares. Add two to four other high risk shares and you have a great portfolio !