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Why this money manager owns Caterpillar, TSMC and a Canadian dividend ETF
Ladan Shokrgozar, a senior portfolio manager at Harbourfront Wealth Management, discusses her investment strategy amid market volatility. She emphasizes diversification across asset classes, including global equities, fixed income, and alternatives like private debt and real estate. Shokrgozar highlights her firm’s top picks: Caterpillar, Taiwan Semiconductor Manufacturing Company (TSMC), and the iShares Core MSCI Canadian Quality Dividend Index ETF, while also noting rotations out of high-interest savings accounts and trimming some high-performing tech stocks.