What Else Can Be Priced In?
Real Vision: Finance & Investing
00:00
Energy Companies - What's the Balance?
We want to be in these conservative energy companies. We do still like the large calf canadian producers because they just have a lower cost of production and maintenance, caffecs more or less. That's 95 % of the battle, how much you put in there. And all depends on your mandates. What we've been showing to cliance is ten to 20% energy position. When you think about energy is five%. Ssenthty 500, along with we want to really try and whittle out the rest of the portfolioto, just quality companies. So that's, that's how we're structuring fine portfolios going forwardits so interesting. It's not g
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