Building or rebalancing your portfolio and wondering what investments to consider next?
Here’s what leading experts featured on BNN Bloomberg say investors should consider adding and dropping from their portfolios today.
Tim Regan | Managing Director & Portfolio Manager, Kingwest & Company
In your opinion, what single investment should investors own right now — and why?
Kingwest Avenue Portfolio.
Diversified North American Equity portfolio containing 40-50 stocks.
Value focused and resilient.
Over ten per cent compounded annualized performance for over 30 years.
From your perspective, what is one investment investors should consider dropping from their portfolios — and why?
Crypto
Unless you want to lauder money they really don’t have any intrinsic value.
In your opinion, what single investment should investors own right now — and why?
Our top idea is Marvell Technology (MRVL NASDAQ) as investors have been rotating out of tech stocks as Fed rate cuts favored value stocks. But we believe that rotation is over done and MRVL recently reported strong earnings and guidance and now trades at a PEG ratio of less than one.
From your perspective, what is one investment investors should consider dropping from their portfolios — and why?
We would avoid Adobe (ADBE NASDAQ) as the company is vulnerable to AI competition and currently has no permanent CEO.
