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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

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Read Answer Asked by daniel on September 06, 2016

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.75)
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Q: Hi,

Just as a follow up to David's question today about building a simple index etf portfolio. I noticed you did not recommend any ex North America exposure. I thought the mantra was 1/3 equity Canada 1/3 u.s and 1/3 outside NA.

Thank you!

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Read Answer Asked by Karim on September 06, 2016

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Q: I will have to withdraw RIF funds in fall of 2017. Have approximately 10% of RIF in cash at the moment and am considering the etf VGH. Would like your input as to whether this is a good time to buy or if you have a different suggestion. Also, have telcoms and utilities. Is it time to sell them?
Thanks for your help

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Read Answer Asked by diane joan on September 06, 2016

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Q: Hi,
Could you recommend the best and simplest way to build a well balanced portfolio for a passive long term investor? Would it be etfs? If so could you recommend the ones you think (possibly 3-5)? They would be held in a TFSA and added to annually to maximize tfsa room and DRIPS would be used whenever possible.

Thanks!

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Read Answer Asked by david on September 06, 2016

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Q: I would like to set up a portfolio using the TD e-series funds. My time horizon is 10 years. I plan to purchase on a monthly basis. Can you recommend a portfolio composition using these funds (including percentages).

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Read Answer Asked by Vineet on September 06, 2016

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Q: Hi folks: I am not a big fan of technicals but I do check a stock's "trend, volumn, and momentum" sometimes.
My question is what is the best time frame to be looking at: ie: one month, 3 months, 6 months, a year ???
Will the time frame differ for different stock sectors?

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Read Answer Asked by Ed on September 06, 2016

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Q: What sort of fixed income do you recommend for a portfolio? With so many options, I have no idea which to choose. Where do I begin in making these decisions? Thank you.

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Read Answer Asked by Ann on September 06, 2016

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Q: I'm looking for something to offset possible volatility this time of year. I presume VXX-US shouldn't be held for any length of time(I like to know how long you can hold it).
Also, what would you recommend.

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Read Answer Asked by Earl on September 06, 2016

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Q: Thought you might get a kick out of these Dilbert cartoons from a link in Rob Carrick's column this morning. They echo a lot of your advice.

http://www.bigfatpurse.com/2015/01/12-timeless-and-invaluable-investment-lessons-from-dilbert/

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Read Answer Asked by David on September 06, 2016

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Q: It was stated yesterday in the press that DOL beat sales and earnings per share estimates so the stock jumped up.
What is the next quarter ( quarter 3) estimated sales and EPS and where can I find these estimates.

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Read Answer Asked by Robert on September 06, 2016

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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!

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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/

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Read Answer Asked by joseph on September 06, 2016

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Q: What are some of the reasons a director/ officer/ insider of a company might be prohibited from discussing said company ?

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Read Answer Asked by Robert on September 06, 2016

• Enghouse Systems Limited (ENGH $15.99)
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Q: They report next week, how good are they at beating expectations ?
When stocks miss they go down sometimes 15-20%. When they beat, they go up only 3-5 %, so I am tempting to sell before results going forward, and buy back according to results, good or bad idea ?
thanks

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Read Answer Asked by Luc on September 06, 2016

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Q: Hello 5i,
Can you tell me the easiest way to determine what sector a stock is in on the TSX and the Venture?
Thanks
Dave

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Read Answer Asked by Dave on September 06, 2016

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Q: Is there a way to capitalize on arbitrage opportunities between US and Canadian stocks of the same company. For example, sh.to was up 2% today but shop.us was up 4%, what are the factors to consider when you buy a us stock and trade it in tsx or vice-versa?Thanks very much.

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Read Answer Asked by Shyam on September 02, 2016

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Q: For every $100,000 how much should be in fixed income for someone who will expect to begin using some money within 5-7 years? Thanks!

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Read Answer Asked by Ann on September 02, 2016

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Q: Could you please list your favorite company's for strength, growth and income for each of the 11 sectors. A couple of extras would not hurt.
Thank you. PB

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Read Answer Asked by Peter on September 02, 2016

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Q: I am looking for comparative screening tools with information relevant to particular industries. For example, FFO, AFFO and distribution ratios which would be relevant to REITs. There may well be other specific information relevant to other particular industries.

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Read Answer Asked by Carl on September 02, 2016

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Q: A lot of people watch bnn and the guests and there picks, but i just do not understand how they can use the comment that they missed that one, you could of owned boyd.un. ccl, dol,atd.b,esl,nfi,and numerous other well managed stocks that they said were overpriced years ago, but they pick a stock that goes nowhere and that they got stopped out on. The point is that good well managed companies are not cheap and they can have there flat periods, but overall they are the ones to own. You can keep buying them on the way up and hold em. Forget about trying to find some unknown company with no earnings that is going to make you rich overnight. Buy the best and sleep at night.

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Read Answer Asked by eugene on September 02, 2016