The opinions expressed on this page are those of your editor,
John Budden, and
not those of our Friends or Legends (living or dead); unless
specifically stated. We are working on our ability to communicate
with our immortal Legends and will keep you informed on
any ‘break through’.
John Budden’s CANADA ‘Centric’ Bipolar Portfolio
The Bipolar Portfolio is designed to weather
countervailing inflationary and deflationary forces and,
ultimately, competitive devaluations...
The Bipolar Portfolio offers an
investment survival guideline for investors. Obviously,
portfolio weightings are dependent on one's personal
risk tolerance and investment objectives. Securities
should be selected with advice from a qualified
registered
investment advisor.
Bipolar Barbell Portfolio; a guideline:
1.
Cash (35%): Government of Canada T Bills.
For amounts less than $250m, keep no more than
$100m in any one major Canadian chartered bank.
2.
Core Canadian Equity Fund
(25%);
available only to
accredited investors and individuals investing a minimum
of $150,000
3.
Stocks: For investors who are not accredited; i.e.
investors with less that the required minimum for the
Investment Partners Fund the following is a
representative list of Blue Chip Canadian companies with
dominant franchises and a long history of paying and
increasing their dividends... to include
companies like: Canadian
chartered banks – Toronto Dominion Bank (TD),
and Royal Bank of Canada (RY),
Insurance and Financial Services,
Manulife Financial (MFC),
Railway - Canadian National Railway (CNR),
Oil and Gas - Imperial Oil (IMO), Suncor Energy (SU),
Encana
(ECA),
Husky Energy (HSE),
Pipelines - TransCanada Pipelines (TRP), Communications -
BCE Inc. (BCE)
(All
listed on the TSX).
Securities should be selected with advice from a
qualified registered investment advisor.
4.
Precious Metals Holdings
(40%):
As inflation, deflation and devaluation insurance...
Open-ended
Gold Funds (30%): AGF
Precious Metals Fund
and / or Sprott Gold and Precious Metals Fund (20%) and
Sprott Gold Bullion Fund (10%)
TSX listed Gold and Silver Bullion shares (10%): Central
Fund of Canada (CEF.A) and / or
Central Gold Trust (GTU.UN)
Available only to
accredited investors and individuals investing a minimum
of $150,000:
Great Under the Radar Managers
