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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: What is CRA's position on short term trading of a security in a TFSA while it is also being held in a non- registered cash account or a corporate holdco account?
For example if I have a long term position in ENB.to in my core dividend growth portfolio am I allowed to swing trade ENB.to in my TFSA account? Additionally, would it make a difference if the long term position was in the black or red?
Thanks,
Read Answer Asked by Randy on June 15, 2018
Q: 5i team,

Your general opinion of the fed hike decision and commentary yesterday? Thoughts on the impact to markets moving forward?

Thanks, as always for your insights.
Read Answer Asked by Ray on June 13, 2018
Q: What do you think generally of trailing stops as a protective strategy? And specifically, I was fully invested in Shopify at an average cost of about $90. Now it is starting to seriously unbalance my portfolio, and yet I hate to sell any of it when it is doing so well. If you think a trailing stop would make sense in my case where would you set the delta?
Thanks.
Chris
Read Answer Asked by CHRISTOPHER on June 13, 2018
Q: I have noticed in the last few minutes of trading on the big US boards large trades in AAPL, AMZN, BRK, GOOGL and V to name a few of the stocks. Does this mean anything?
Read Answer Asked by Clayton on June 12, 2018
Q: With Michael's Q on D. Rosenberg interview. What I am curious about was DR's call on the Fed fund rate for next year. He was saying it should be 2.75% now and that this is what it will be next year. As I heard DR he was saying the market is unprepared for this eventuality. So first, do you think that is a reasonable observation i.e. market unprepared for that large a rise? If so, is it enough to cause a 10%-20% pullback?

TIA
Read Answer Asked by Gerald on June 11, 2018
Q: 5-I,
What is the most time efficient way of keeping track of dividend cuts made by individual stocks or ETFs? I have set up alerts of dividends paid from the brokerage but am looking for a more efficient manner. I see your listing of dividend increases in Moneysaver which I find very good . It is the cuts that I most want to keep track of.

Thank you,

Paul
Read Answer Asked by paul on June 11, 2018
Q: Hello 5i team,
Having noticed from the monthly reports the presence of CLIQ in the Growth portfolio, I'm wondering if I missed the addition or removal of any other stock from any of the portfolios. Where can I find all the historical changes (stock and timing) you have made to them?
Thanks,
Antoine
Read Answer Asked by Antoine on June 07, 2018
Q: I see a lot of sites that end with 'do your own due diligence' and while I understand the suggestion and concept, I don't have any idea what the steps are. Can you help me with a step by step DD?
Read Answer Asked by Gregory on June 05, 2018
Q: When you speak of 5% as an optimum weight for a stock holding are you calculating that on the total portfolio or on the part aside from the fixed income? For instance, with a portfolio of one million with 50% fixed income and 50% eqities, would the 5% max per stock apply to the one million portfolio or the $500,000 after the fixed income had been split out?
thanks very much
Read Answer Asked by joseph on June 05, 2018
Q: Website - Q&A - would it be possible to leave the screen at the top of the Question when you click on Answer. Pain to always scroll back up just to read question again
Read Answer Asked by David on June 04, 2018
Q: Hi 5i team,
Apart from investing in stocks, bonds, and real estate, high net worth individuals and pension funds also invest in 'Alternative investments'. What are alternative investments? And how can individual retail investor diversify and buy into Alternative Investments? Thanks.
Read Answer Asked by Willie on June 04, 2018
Q: RBC direct investing is offering a private placement at $76.15 while the last trade was at $78.24, does it make sense to place an expression of interest. Secondly what does the following mean. " Please be advised that if you participate in this new issue offering, RBC Direct Investing will receive a selling concession equal to C$1.43 per share"
If i expressed interest in owning 1000 shares would i actually get less? Please help me understand the math and logic behind this?
Read Answer Asked by Brian on June 04, 2018
Q: I own a taxable portfolio that is focused on Canadian stocks that have a track record and plan to grow dividends. Over the last 9 years my portfolio has seen dividend growth of about 6% per year with very low taxes thanks to the Dividend Tax Credit. To get geographic diversification I have looked to the underlying assets and revenues of the companies. So while my portfolio is composed of 100% of Canadian listed stocks - the underlying assets/revenues are about 50% Canadian and 50% US/International. Do you think that this is a reasonable way to look at diversifying geographically - in the event of a weakening CAD should this help CAD returns (and hurt returns if CAD strengthens)??
Thanks
Read Answer Asked by Gary on May 30, 2018
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