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Q: In my well diversified portfolio, ignoring taxes and cash requirements, which of the above equities would it prudent to be sell or add to currently? Thank you.

Read Answer Asked by Harold on January 22, 2020

Q: I started following the 5i balanced equity portfolio in my LIRA a couple of months ago, but to change it up I am thinking about taking a 5% portfolio position in one of these companies. I have a 25-year investment time horizon for my LIRA. If I wanted to replace one of the 5i balanced equity portfolio funds with one of SHOP, APPL, TSLA, GOOG or AMZN, what would you recommend (both the one I would sell and the one to replace it with)?

Read Answer Asked by Keith on January 21, 2020
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