The S&P/TSX Composite Index declined by 0.6% over the last three weeks, but our Portfolio did a lot worse, being down by 7.0%. Energy stocks continue to impact the Portfolio negatively. Canada Goose and Fairfax Holdings gave up good gains, as did Parex Resources. Norbord is back on track but NFI continues to under-perform. Some Portfolio restructuring is in order but at the appropriate time.
You can access this week’s Top-Ten Portfolio by clicking here … … TopTen_082119
