tag:blogger.com,1999:blog-6818486532233792196.post419490292841217220..comments2024-03-18T14:35:45.389-04:00Comments on The Dividend Girl: A new investment for my TFSA: Agellan Commercial Real Estate Investment Trust (ACR.UN)Sunnyhttp://www.blogger.com/profile/10439081666297874311noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-6818486532233792196.post-31612085931331914122018-11-15T10:17:10.804-05:002018-11-15T10:17:10.804-05:00Back in august, PBH represented 15% of your portfo...Back in august, PBH represented 15% of your portfolio which was way too high. Even today it's still worth like 8%. This drop was avoidable by following a proper asset allocation. You would be farther ahead just investing in an etf without any individual stock worries. An etf like XWD is up 2.87% for the year while your down over 6% on your portfolio and 10% on your net worth because of your leverage. With an etf like XWD, you would hold the biggest and most profitable companies in the world and would still receive 2.5% distributions; so if you would invest your $300,000 in XWD, you would get $7,500 yearly dividend which isn't far from what you're receiving now but would be much better diversivied. You would be up $10,000 for the year instead of down $20,000.Anonymousnoreply@blogger.com