I unexpectedly received some money about 7 years ago and have had it invested with a planner. I have no complaints against my planner but I am looking for some opinions on what I have. There are no specific plans for the investment and I would be looking at a time horizon of 10+ years. These funds are specifically excluded from any of my retirement planning.
I consider my risk tolerance to be somewhat higher than moderate but certainly not at the aggessive level.
Here's what I have
25% in Harbour Growth & Income
25% in Dynamic Blue Chip
20% in MacKenzie Cundill Value Fd
10% in Sprott Cdn Equity
20% in Templeton Global Smaller Cap