Category: <span>Portfolio Building</span>

Did Some Buying To Meet My Asset Allocation Goals

On Wednesday of this week I did some buying within my portfolio in order to better meet my asset allocation targets (Enhancing My Asset Allocation). Four transactions were completed, each one with a very specific purpose and objective in mind. Transaction #1: Sell Employer Stock Purchase Plan Shares The purpose behind this trade was to reduce my Canadian equity allocation. After this trade the Canadian component is still high by about 8%, however I am more comfortable now than I was. …

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My Top 3 Investing Mistakes and a Challenge to Other Bloggers

Portfolio Building

There are a lot of investing mistakes that people can make in the day-to-day or year-to-year management of their portfolios. The purpose of this blog is to talk about things I have done to avoid mistakes. I was challenged by a friend of mine recently to come up with what I thought were the top 3 investing mistakes that a person could make. The key was that it needed to be the top 3 and not the top 10 or even the top 5 - this required me to think long and hard to weed out the other bazillion …

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