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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: Peter and His Wonder Team
This is a question about RSP and RIF accounts. What happens when you sell a stock for profit in these accounts. Do you have to declare the profit immediately on this years tax return? Or do you just pay the tax when you withdraw money from the account... when you must withdraw a certain percentage every year after 65years of age. In other words your profits can just accumulate in the account and taxes are assessed when you withdraw funds out of the account itself?
Dr.Ernest Rivait
Read Answer Asked by Ernest on September 07, 2016
Q: I have a balanced million dollar portfolio holding as many as 30 equities at a time. Currently I would like to hold all positions however hesitate to do so because of your stated advice that 20 to 25 holdings is optimal. My question is two parts:
1. Am I correct that that is your position, and if so, why?
2. If I were to liquidate five or more of my positions, which for one reason or another at this time I would like to hold all, how might I decide which to liquidate and which to hold? Thanks for the great service, Daniel

Read Answer Asked by daniel on September 06, 2016
Q: I will be unable to attend the Money Show on September 16-17, as I have a continuing education course on the 16th (which allows me to make the money to invest so I can belong to a forum like 5i to gain insight on how to invest it more profitably), and my son's birthday (who is one of the people I am saving and investing for) on the 17th, but I am still very interested in the discussions that Peter Hodson will be facilitating/conducting. Is there any way that 5i could either post video or a transcript of the sessions on the 5i website for interested members? I would venture that I would not be the only member to have an interest in this, should this be possible. Thanks so much!
Read Answer Asked by Domenic on September 06, 2016
Q: Someone asked about options reading material and someone else mentionned Richard Croft. here is a website which may be of interest. Croft contributes to it:
http://optionmatters.ca/
Read Answer Asked by joseph on September 06, 2016
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