Are large unrealized capital gains affecting your investment decisions?

Always manage your investments based on future outlook for earnings and dividend growth


Do not let the tax man paralyze you in making proper investment decisions


Take some profits for those with large unrealized capital gains in a few securities


Too many investors have massive holdings in Canadian financials, yet hesitate to take profits for fear of a large tax bill.


Critical to reduce overweight security holdings to reduce portfolio volatility


Keep a close watch on your recent investment performance to ensure that your overweight securities are not penalizing your returns

Posted in Blog Post.

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