Comments on Triaging My Way To Financial Success: Dividend Growth Portfolio - Jan 2010

I like the additional assets under the PWF umbrell...

2010-06-01T20:47:28.880-04:00

I like the additional assets under the PWF umbrella but not a huge fan of the extras held within POW. I want IGM in a slightly larger allocation than GWO (heavy insurance) so adding some additional IGM and holding PWF fits the bill for my target allocations.

Why own PWF and IGM? Why not IGM and GWO? THX

2010-06-01T11:03:32.842-04:00

Why own PWF and IGM?
Why not IGM and GWO?

THX

I agree on Manulife. I have had that "I want ...

2010-02-11T12:52:37.476-05:00

I agree on Manulife. I have had that "I want to bet the farm" feeling on MFC ever since the dividend cut.

I think I will take a huge overweight position on MFC inside my TFSA (I know I know dividends should be held outside) and turn on the DRIP (3% discount).

I tend to hold about 3-4% of my portfolio in a given company (so 20-25 stocks) but with MFC I am going to 5-6% or maybe even more. Long term call options look cheap too but I want cash to accumulate in my TFSA. Maybe I'll sell some calls after Q4 reporting confirms they are in turn around mode.

Two dividend increases in your portfolio today: CN...

2010-01-26T17:02:07.028-05:00

Two dividend increases in your portfolio today: CN Rail and Metro.

Well done Brad. You most graciously helped me to t...

2010-01-26T03:11:24.304-05:00

Well done Brad. You most graciously helped me to take the plunge last year in February/March

Very impressive... Thanks for the update.

2010-01-25T15:19:14.114-05:00

Very impressive... Thanks for the update.