Canadian Capitalist

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Portfolio Spring Cleaning

June 10th, 2005 · 6 Comments

The shaky minority government has put my portfolio spring-cleaning efforts on hold. In May, the federal budget (Bill C-43) passed the second reading narrowly and avoided the fall of the government. When the budget bill is finally passed into law, I plan to sell the following losers in my portfolio:

  • JDS-Uniphase (TSX: JDU) - Very small portion of portfolio. Better to sell at a loss and move on. Even if the stock quadruples from here, the effect on the portfolio would be really small.
  • Nortel (TSX: NT) - The Nortel saga provides entertainment value in the business section and little else. Again, it is such a small part of the portfolio that it is better to sell.
  • Millenium Pharmaceuticals (NASDAQ: MLNM) - An excellent example of buying money losing, pie-in-the-sky companies being speculation, not investing. I am planning to sell this stock only because I just don’t have the time to follow the company closely anymore.
  • Labour-Sponsored Mutual Fund - I believe these mutual funds are a bad idea for most investors. They invest in small, illiquid start-up companies and charge outrageous fees for the privilege. Unfortunately, these funds have a mandatory eight-year holding period, so I will be stuck with this loser for a while.

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6 responses so far ↓

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