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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 am about to manage my grandkids resp. They have about 52000 to eventually cover the 10 and 6 year old. Monthly contributions of 300 are being made with some "top ups" as available. I would like to have them invest about 20-25% in individual stock or stocks and the balance in ETFS. How should I approach the ETF portion and do you have recommendations?
Bryan
Read Answer Asked by Bryan on December 06, 2017
Q: My wife's adviser is recommending the following mutual fund for her RRSP. Could I get your opinion on the Edgepoint Global portfolio Mutual fund. Fund code- EDG100. MER around 2.13% about 6 billion under management- past returns have been strong. I am always cautious when I see such high MER's. Do you think this is a good one fund solution, if you went with ETF's instead of this mutual fund which ones would you recommend?
Thank you!
Read Answer Asked by Kyle on December 04, 2017
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
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