Bristol Gate Concentrated US Equity ETF

BGU-T

Analysis and Opinions about BGU-T

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January 13, 2020
A concentrated portfolio is something between 15 and 25 stocks as opposed to the broad index such as the TSX 60 or the S&P 500. It is active management and concentrated. Typically you get a lot more volatility. Remarkably they have done a great job of outperforming while keeping volatility down. They left out energy and have done a little bit better than if you took energy out of the S&P. So he likes it and it seems to be a good strategy so far. But remember that they are not into capital preservation so if the market goes down, it is liable to also do so.
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A concentrated portfolio is something between 15 and 25 stocks as opposed to the broad index such as the TSX 60 or the S&P 500. It is active management and concentrated. Typically you get a lot more volatility. Remarkably they have done a great job of outperforming while keeping volatility down. They left out energy and have done a little bit better than if you took energy out of the S&P. So he likes it and it seems to be a good strategy so far. But remember that they are not into capital preservation so if the market goes down, it is liable to also do so.
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