How not to build an investment portfolio. Plus, investors shun Cathie Wood and why RioCan is a buy

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A roundup of investment ideas for active investors

describing investors’ most common portfolio construction mistakes. The first, portfolio sprawl, is one I’m guilty of myself.

Between RRSPs, TFSAs, non-registered accounts and pensions, it’s easy to see how many investors can lose track of how many accounts they own. The danger is that different accounts own similar assets, limiting diversification and adding risk. Investors can also turn the virtue of not tinkering with a portfolio – avoiding attempts to time the market by buying and selling positions – into a fault by continuing to hold underperforming actively managed mutual funds.

 

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