Why this money manager is buying CN Rail and Charles Schwab

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Jennifer Tozser, a senior wealth advisor, is advising investors to prepare for volatility given the current global economic climate, but emphasizes the importance of a diversified portfolio. She has recently increased her holdings in Canadian National Railway Co. (CNR-T), Charles Schwab Corp. (SCHW-N), and Agnico Eagle Mines Ltd. (AEM-T), while selling Walmart Inc. (WMT-Q) to make way for better opportunities in her view. Tozser’s equity portfolio is diversified across energy, U.S. technology, and U.S. and Canadian financials.

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