5 from 5i: Top 5 return-killing portfolio mistakes

Weekly stock market update & five stock related articles we thought were a must-read this week

When to Sell a Stock for Portfolio Optimization

One of the toughest questions an investor faces is when to sell. It is already hard enough to determine what the right investments are and when the right time is to make them. Add in emotional investments that accrue as one holds the stock and emotions swirling around embedded gains or losses from the holding and conflicting opinions everywhere. It is no wonder why it is such a tough question to answer. So, we are here to help.

We think the question of when to sell first needs the appropriate context and should be split into two parts...

5 from 5i - My Brain Hurts: Investor Thought Experiments

5 from 5i: If Buffett has periods of underperformance, why would you expect anything different?

5 from 5i - A lesson in price targets from the Snap IPO

Here are five investment and finance stories we found interesting this week.

Asset Location: "Mo Money Mo Problems"

An overview of optimal asset location across various types of accounts such as RRSPs and TFSAs.

Why cash can be bad for your portfolio

Investors often hear that 'cash is king', but when it comes to a portfolio, cash can weigh on a portfolio.

Managing your portfolio from the summer cottage

Let’s be honest, in Canada, you have two maybe three months of really nice weather and not everyone wants to be stuck inside looking over financials and spreadsheets during this time. So what’s a DIY investor to do? 

Five from 5i - Disruptors

Here are five links we found interesting this week at 5i

Understanding fund fact sheets

There can be a lot of data provided in fact sheets with little explanation on what the calculation is or what it means relative to the fund in question, so hopefully this can help provide a starting point for interested readers.