Page 1 of 10 123 ... LastLast
Results 1 to 10 of 96

Thread: Top 5 holdings in your portfolio

  1. #1
    Member
    Join Date
    May 2010
    Posts
    60

    Top 5 holdings in your portfolio

    As this forum is open for many investors (beginners and experienced), I am wondering what are the top 5 stocks you hold in your portfolio, and the percentage. here are my top 10:

    BCE 12%
    TD Bank 6.89%
    RioCan (REI.UN) 6.33%
    Royal Duch Shell (RDS.B) 6.11%
    Bank of Montreal (BMO) 4.97%
    Scotia Bank (BNS) 4.59%
    Cresent Point Enrgy (CPG) 4.5%
    Interpipeline (IPL.UN) 4.38%
    Unilever (UN) 3.91%
    Enbridge Income Fund (ENF) 3.64%

    I am mainly a dividend investor, the top 10 above represent 57% of my total portfolio and I am holding 25 securities.


  2. #2
    Senior Member
    Join Date
    Oct 2011
    Posts
    791
    If they have to be individual stocks, mine are:
    Apple 13%
    CIBC 9%
    InnVest 8%
    Dundee REIT 6%
    BMO 5%

    The percentages are % of my brokerage accounts (of which 34% is taken up by TLT - US long term treasuries ETF). I also have my company's stock in a segregated account and mutual funds in another account.

  3. #3
    Senior Member scomac's Avatar
    Join Date
    Aug 2009
    Location
    The Greenbelt
    Posts
    326
    TMX Group (X-T) 5.1%
    Home Capital Group (HCG-T) 4.9%
    Alimentation Couche-Tard (ATD.B-T) 4.7%
    Barrick Gold (ABX-T) 3.9%
    CIBC (CM-T)/Coca-Cola (KO-N) 3.8%

  4. #4
    Senior Member
    Join Date
    Dec 2010
    Location
    East of GTA ,Ontario
    Posts
    2,062
    Fortis -FTS -23% BEEN Buying 25 years
    Enbridge -ENB 10%
    TD - 8%
    BNS -6%
    CM - 5%

  5. #5
    Senior Member mrPPincer's Avatar
    Join Date
    Nov 2011
    Posts
    430
    Ignoring ETFs and index funds brings me to #12
    3.5%, REI.UN
    My first individual stock holding in quite a while, but it's served me quite well so far, up 3.2% since I bought it april 12, should be another dividend coming in monday
    Last edited by mrPPincer; 2012-07-15 at 01:25 AM. Reason: corrected REI to REI.UN

  6. #6
    Senior Member
    Join Date
    Mar 2010
    Posts
    323
    Mostly ETFs and index mutual funds, but I do have some stocks
    REI.UN 8.2%
    T.A 4.5%
    CHL.A 3.4%
    CNR 3.3%
    SCL.A 2.8%

  7. #7
    Senior Member kcowan's Avatar
    Join Date
    Jul 2010
    Location
    Pacific latitude 20/49
    Posts
    3,173
    Code:
    Top 5						Percent of equity portion		
    IBM total						17.70%		1
    APPLE INC 						11.87%		2		
    CISCO SYSTEMS INC 					3.91%		3
    LULULEMON ATHLETICA INC 				3.06%		4
    EXXON MOBIL CORP 					2.24%		5
    5 of 27 individual stocks. I also hold funds and ETFs.

  8. #8
    Senior Member Spidey's Avatar
    Join Date
    May 2009
    Location
    Ottawa
    Posts
    868
    Top 5, other than passive ETFs:

    BMO (due to recent acquisitions - medium term holding)
    CWT.UN (steady top 5, long-term holding)
    REI.UN (steady top 5, long-term holding)
    TD (steady top 5, long-term holding)
    TA (medium term holding)

    All under 5% of total portfolio.

  9. #9
    Senior Member Ethan's Avatar
    Join Date
    Aug 2010
    Posts
    391
    TSE:TD - 21%
    TSE:CNR - 18%
    NYSE:DO - 16%
    NYSE:TNH - 12%
    TSE:ENB - 11%
    TSE:COS - 10%
    TSE:PBN - 6%
    TSE:ACQ - 3%
    TSE:LEG - 2%
    Cash - 1%

    This should change dramatically next week as my margin account and HELOC proceeds will add 50% to my portfolio.
    Last edited by Ethan; 2012-07-08 at 11:33 AM.

  10. #10
    Member
    Join Date
    Apr 2009
    Posts
    82
    bce
    bmo
    mbt
    pot
    win

    Last edited by AMABILE; 2012-07-08 at 11:55 AM.

Page 1 of 10 123 ... LastLast

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •