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 breakthrough
John Budden's CANADA Centric Portfolio
For All Seasons
or in the words of our good friend Dean LeBaron; The
Dumbell Portfolio
The
Portfolio
For All Seasons is
designed to weather countervailing inflationary and
deflationary forces and, ultimately, competitive
devaluations...
The
Portfolio
For All Seasons
offers an
investment survival model .
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.
The
Portfolio
For All Seasons provide a guideline that should be
adjusted , with the help a qualified investment advisor
to suit one's risk tolerance:
1.
Cash (10%): 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
(30%);
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),
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),
Utilities -
TransAlta
(TA) (All
listed on the TSX).
Securities should be selected with advice from a
qualified registered investment advisor.
4.
Precious Metals Holdings
(60%):
As inflation, deflation and devaluation insurance....
(40%),
Sprott Gold Bullion Fund - Fund Code SPR 216 -
(A) and SPR 226 - (F) and / or Sprott
Physical Gold Trust
(NYSE
Arca: PHYS and TSX: PHY.U)
(20%) Gold and Silver shares : Sprott
Gold & Precious Minerals Fund
- Fund Code SPR 003 - (A) and SPR 230 - (LL) and SPR
300 - (F)
