My portfolio originally focused extremely heavily on HSBC – Chinese Equity Fund. I started to accumulate this fund since I was 20. At that time, the future of Chinese economy was very strong, and most Chinese would not imagine it will crash anytime soon.
Then I started to put some money aside in TD e-series fund. I have to admit that TD offered pretty good fund in terms of performance. They gave you some sector funds that most retail banks didn’t offer. I remember I also hold TD Health Science which gave me a significant capital gain in my portfolio.
Since I decided to start stock investing, I sold almost $10,000 in HSBC – Chinese Equity Fund & TD e-series fund and start purchase dividend paying stocks & ETF.
Here are the stocks and funds currently held in my portfolio:
- BCE Inc.
- National Bank
- Fortis Inc.
- HSBC Chinese Equity Fund
- GWL US Equity Fund*
- GWL Advanced Continuum (PSG)*
- GWL Black Rock LifePath 2045*
- GWL Canadian Equity (Leith Wheeler)*
*Part of my employer RRSP plan