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The Gameplan


Yesterday I talked about where I have been. Now let's talk where I am going.


Part of the difference between where I was and where I am now is that now I am more diligent and have a stronger belief in diversification. Maybe it’s age, maybe it’s the history of my luck, maybe it's just growing as an investor. In the past I was willing to “cowboy up” to positions as deep as 40 percent of my overall portfolio. However, now I am going to try to limit that to no more than 10 percent, unless the security has been purchased within the last year (in which case I will allow it to grow and then rebalance).


Simply put, here are my principles:


  1. No foreign holdings (Other than Canada/US).
  2. Five year sales growth greater than 10 percent annually.
  3. Quarter over quarter Sales growth.
  4. Hold 20 to 30 stocks.
  5. Aim for smallcaps, but consider large caps that demonstrate low PEs with significant growth.
  6. Rebalance once year. After rebalancing no security should total more than 10 percent of my overall portfolio.
  7. I will only invest in what I understand.
  8. I will attempt to maximize tax advantages; utilizing tax free savings accounts and RRSP’s(401k’s).
  9. Companies must have strong liquidity and solvency.
  10. Seek growth stocks in bullish markets and value stocks in bearish markets.


Once I develop my portfolio I will post here. This way everyone can get an idea of what I am trying to accomplish.


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