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5i Research Blog - Viewing posts in: portfolio management

Headline image for What type of investor are you?

What type of investor are you?

One of the most important decisions an investor may ever make is that of their asset allocation. Studies have shown that upward of 90% of an investors return come from the asset allocation they choose. So deciding what type of investor you are is no trivial task.

5i Apr 23, 2019
Headline image for Keys to Managing Your Portfolio

Keys to Managing Your Portfolio

A look at some portfolio management principles that everyone should consider and some principles that better align with how we view investing at 5i Research.

Ryan Apr 10, 2019
Headline image for Low ETF Weightings: An Exercise In Futility

Low ETF Weightings: An Exercise In Futility

The longer you invest or are involved in the investment industry, the more humbled you become. You quickly realize that there is rarely a cut-and-dried answer to, well, anything, and that in a large majority of cases an investment decision can be ‘justified’ through some sort of argument, process or logic for better or for worse.

However, there is one issue that is continuously encountered for which to the best of my ability I cannot think of any justification. That is the issue of holding diversified Exchange Traded Funds (ETFs) or Mutual Funds in low weightings in a portfolio. 

Ryan Jan 01, 2019

When to sell a stock for fundamental reasons

When to sell a stock for fundamental reasons

When to sell a stock is one of the toughest questions for an investor to answer. It involves emotions, money and oftentimes ego. All of these aspects can be tough to manage so setting up some rules on when selling a stock is appropriate can make sense. So, let us take a view of when to sell for stock-specific reasons to help make the difficult decision a bit easier...

5i Feb 07, 2018

Why The Canadian Banks Make Great Dividend Stocks

Why the Canadian Banks Make Great Dividend Stocks

This is a guest contribution by Nick McCullum from Sure Dividend 

The Canadian banks hold a special part in the portfolios of many investors, both in Canada and the U.S.

By and large, these stocks are known for giving outsized total returns along with exceptionally high dividend yields. This is quite rare – there are not many pockets of the stock market where entire groups of stocks are considered to be quality investments.

Why is this?

5i Jul 05, 2017
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