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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I own pretty much all the stocks in your model portfolio (other than GC, PKI, SJ, and SYZ) and about 1/2 of your growth portfolio. I also own a number of ETFs, including VXC, VCN, VAB, CDZ, SPY, XAW, and VXUS. I was doing a review of my portfolio and noticed that the ETFs above now make up 20% of my portfolio. A couple questions:
1) Are some of these ETFs redundant in my case?
2) What sector allocation would you suggest for 2018?
Read Answer Asked by Eric on December 04, 2017
Q: Good morning Peter and team,

I am planning on setting aside 3% of my total portfolio for stocks that either have a good potential for long-term growth (i.e. set it aside and hope to have a multi-bagger in 10 years).
I currently own SHOP and would appreciate 3-4 more names you would suggest I consider, including a way to play the Artificial Intelligence space (is Horizons ROBO ETF a suitable option?).
Please disregard all B.E. Portfolio stocks (which I already own) and sector/market cap don't matter. I would prefer to stick to Canadian exchanges.

Thanks in advance,
Rory
Read Answer Asked by Rory on December 04, 2017
Q: I have been looking but unable to find the names/tickers for US bank stock etfs. Would you please give me the names of the the large and mid caps etfs you recommend in US dollars?
Thank you. Cathy Further to my previous question re US bank stocks etfs, would you recommend buying them now?
Thanks, cathy
Read Answer Asked by Catherine on December 01, 2017
Q: Thank you for continued great support and unbiased opinions.

I plotted a few favourite 5i Technology stocks with high P/Es along with the Vanguard Information Technology ETF (NYSEARCA:VGT). Except for CSU (crazy +ve outlier),
they all cluster closely in returns over the long-term (i.e. 15+ years).
So, why bet on a few horses with such risk (P/E > 50) when one can own the track, make about the same return, with much less risk (P/E = 6.6)?

I think we all understand the advantages of ETFs in general, but considering the high P/Es specifically in the Tech sector, it really begs the question above. Thank you.
Read Answer Asked by Paul on December 01, 2017
Q: What would be your recommended ETF's for the following sectors that would provide safety and a regular monthly income . Financial, Consumer, Utilities ,, Energy, and Healthcare. I have noticed that you generally prefer for retired conservative investors like me to follow more the income portfolio.
Your comments and recommendations are appreciated. Thanks.
Read Answer Asked by Fred on November 30, 2017
Q: Could you please give me your opinion on the etf's FNG and FINX. I am thinking of taking a half position in each. Do you prefer one over the other or do you think splitting between the two a good idea. I currently do not have any exposure to tech other than PHO and OTEX but with the huge gains in tech over the past year I am reluctant to stock pick at this time.
Read Answer Asked by Susan on November 29, 2017
Q: Hello, I would like to put some money into an ETF or mutual fund. Would be in for the long term +5 years.
Would these three be acceptable for dividend, stability and small growth? I’am retired and need income, but not interested in U.S. tax filing.
Would you invest in all three? Or do you have a better suggestion with one or two ETF’s ?
Thanks
Read Answer Asked by Brad on November 29, 2017
Q: I have only one oil/gas stock WCP down 38% and a 1.6% position. I only have that because I feel I should have something in the sector. Lately I've noticed a disconnect between the price of oil and the stock price movement. I know WCP is one of 5I's favorites but I'm wondering if my lonely representation in the sector wouldn't be served better by ZEO which yields about the same. Opinion ?
Read Answer Asked by Garth on November 29, 2017
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