SW

Swatty

Canada

Reviews

Review of StockTrades


Rated 5 out of 5 stars

Great Investment advice for a younger Investor

I'm a long time investor who is on the cusp of retiring and I was looking for more guidance after the investor reporter closed. I have found your investment strategy sound, thoughtful, frank and enjoyable. However I'm not your target audience. I'm looking for larger dividend companies with less growth but I have found much value in your guidance

As a follow-up to your reply- yes their are some high yield stocks but it seems to me like you are chasing investments more then I am comfortable with. When another major correction occurs I want a diversified portfolio (stocks 20%F, 20%U, 16% C, 14% R, 14% M, 16% Multisector) of mostly high quality stocks. Less M&R % as I retire. I have been a believer in the power of Drips and value cost averaging on good quality stocks long term. I have owned many of the same stocks for over 30-40 years, I have a hold and stick approach adding to my position when the opportunity presents itself to rebalance my portfolio. Adding every once in a while another stock to diversity my portfolio(~30 stocks). I very rarely sell a stock fully except when things change significantly or I loose total faith in the management or space . ie: Go easy,
As I start to retire (take money out) I want to know which stocks to still have Drips on, which to sell, and which to keep taking the dividends on. You provide some of this advice and I use your info for my kids investments. Cheers Richard

26 December 2025
Unprompted review

Reply from StockTrades

Hey there! Plenty of potential discussion/research on higher yielding companies. Just have to ask. I have no problems providing commentary. Thank you for the review and happy new year!