Q: Peter; When holding an all ETF portfolio is it ok for weightings to be over the usual individual stock percentages, I.e. 5-6%? Thanks.Rod
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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: BDT was chosen for my wife's RRSP due to its status as a "dividend aristocrat", but its performance lately has been less than stellar, and it now shows a small loss even with the "dripped" dividends. Would you suggest a switch to STN at this time? Her RRSP holds several stocks and ETF's with the following weightings:
BDT - 5.5%
CJR.B - 17%
CBO - 14.6%
CHB - 5.6%
CUD - 25.4%
CDZ - 32%
This portfolio was assembled with no input from 5i and we wish that we were members when it was.
Any advice re BDT and portfolio re-balancing would be most helpful.
BDT - 5.5%
CJR.B - 17%
CBO - 14.6%
CHB - 5.6%
CUD - 25.4%
CDZ - 32%
This portfolio was assembled with no input from 5i and we wish that we were members when it was.
Any advice re BDT and portfolio re-balancing would be most helpful.
Q: Hi,
What is your opinion on stock picking vs ETF investing. How many ETF's should one hold in a portfolio of say $100k. What would your ETF recommendations be for such a portfolio as there are so many of them out there and it is difficult to choose one from the other.
What is your opinion on stock picking vs ETF investing. How many ETF's should one hold in a portfolio of say $100k. What would your ETF recommendations be for such a portfolio as there are so many of them out there and it is difficult to choose one from the other.
Q: Hello team - As you know, Badger Daylighting has done very well. It's value has become a larger percentage of my portfolio than what I had planned for. I am considering selling a portion and pay the capital gain. If the stock were to drop significantly for whatever reason, can one buy back the stock within 30 days? I'm assuming that a rule does not exist as the 30 day taxable loss rule. This is a taxable account.
Thanks.
Jim
Thanks.
Jim
Q: I don't think MBT will be raising my dividend with some of that Allstream money. Where would you re-deploy the capital for a rising stream of income? It does not have to be a telecom. Also, the market is relatively high now,would you hold off on the buying and wait for a correction?
Paul
Paul
Q: Could you please explain how Hej,Hee,Hep,Hex,Hny,Hoy,Hzy and Hgy
can have a distribution over 8% and as much 13.7% for HNY ?
can have a distribution over 8% and as much 13.7% for HNY ?
Q: Hi Peter,
I am curious about stocks that are listed in both Canada and the US. There is sometimes a differential (and I think above and beyond the exchange differential) and sometimes they are even moving in different directions. Could you please explain any advantages/disadvantages with Canadian vs US holdings of the same corporation? And which type of US stocks have withholding tax and is that tax withheld even if I hold the stocks in my RSP? Thanks so much for your help!
I am curious about stocks that are listed in both Canada and the US. There is sometimes a differential (and I think above and beyond the exchange differential) and sometimes they are even moving in different directions. Could you please explain any advantages/disadvantages with Canadian vs US holdings of the same corporation? And which type of US stocks have withholding tax and is that tax withheld even if I hold the stocks in my RSP? Thanks so much for your help!
Q: Hi Peter and team,
Wondering if a 5i criteria screen for U.S mid cap stocks using your Bloomberg terminal might provide members with short list of stocks worth investigating or perhaps some advice on how to perform such a scan with members software. Thoroughly enjoying my 5i membership.
Wondering if a 5i criteria screen for U.S mid cap stocks using your Bloomberg terminal might provide members with short list of stocks worth investigating or perhaps some advice on how to perform such a scan with members software. Thoroughly enjoying my 5i membership.
Q: Could you please explain buying flow through shares to reduce taxes when making withdrawals from a RIF? Thank you.
Q: Hello Peter and Team,
How much weight do you place on seeing insiders buying their own stock?
Thanks,Max
How much weight do you place on seeing insiders buying their own stock?
Thanks,Max
Q: Hi Peter, I want to let you know how much I enjoy your service and website.
First, you gave me great advice on how to get out of my mutuals (which were steadily losing in spite of being an income fund), and your site has lots of info on building a portfolio.
I have had my portfolio for about 8 months and it is fluctuating between 9-13% increase, in spite of my Wi-lan and gold stocks - so I am very pleased.
First, you gave me great advice on how to get out of my mutuals (which were steadily losing in spite of being an income fund), and your site has lots of info on building a portfolio.
I have had my portfolio for about 8 months and it is fluctuating between 9-13% increase, in spite of my Wi-lan and gold stocks - so I am very pleased.
Q: Hi Peter, Helicopter Ben Bernanke opened his mouth again today, and we got a sell off in the markets, including Gold. What was your take on what he had to say? I think he is just playing for time. Your thoughts are appreciated. Thank You
Q: I had a question re: selling a mutual fund and capital gains / losses resulting therefrom.
I own RBC Precious Metal Fund. In 2011 I received a T3 slip which required me to pay capital gains of aproximately $5,000 for such mutual fund.
I am now considering to sell my RBC Precious Metal Fund. If I sell mid year (May 2013), how will any cpaital losses on the mutual fund be claimed by me for the 2013 tax year. Will a T3 be issued for the 2013 tax year which evidences any cpaital losses to May 22, 2013 ?
Regards,
Thomas
I own RBC Precious Metal Fund. In 2011 I received a T3 slip which required me to pay capital gains of aproximately $5,000 for such mutual fund.
I am now considering to sell my RBC Precious Metal Fund. If I sell mid year (May 2013), how will any cpaital losses on the mutual fund be claimed by me for the 2013 tax year. Will a T3 be issued for the 2013 tax year which evidences any cpaital losses to May 22, 2013 ?
Regards,
Thomas
Q: Hi Peter, I was locked into several mutual funds in the early winter of 2008 and we all know what happened after that. I have pulled 10% each year since then and reinvested in "good companies". I am in the seventh year now and wonder if I should cash out all mutual funds 9 months early taking a 1.5% hit and reinvest in "good companies" over the summer given that the market and mutual funds are on a high? Many thanks!
Q: Hi Peter and team,
I have some questions about the Model Portfolio... Is the implication that you recommend each of the stocks until we are told otherwise? (So I would be encouraged to purchase all 20 of them today, regardless of how the market is doing?)
Also, I note that you have not reported on 9 of the 20 stocks within this Model. Why is that so?
And, for an unrelated question, how do I find out how frequently (annually, quarterly, monthly) a particular stock pays its dividend?
Thanks in advance for your response. I love this service!!!
I have some questions about the Model Portfolio... Is the implication that you recommend each of the stocks until we are told otherwise? (So I would be encouraged to purchase all 20 of them today, regardless of how the market is doing?)
Also, I note that you have not reported on 9 of the 20 stocks within this Model. Why is that so?
And, for an unrelated question, how do I find out how frequently (annually, quarterly, monthly) a particular stock pays its dividend?
Thanks in advance for your response. I love this service!!!
Q: Hello Peter and team,
I don't understand why mortgage REITS such as ARR, AGNC and the like are doing so poorly stock price wise. Is it not better for these companies if the Fed is going buy fewer bonds as the American economy improves? Does this Fed withdrawal not give them a better spread between what they borrow at and what they can buy mortgages for?
Regards,
Max
I don't understand why mortgage REITS such as ARR, AGNC and the like are doing so poorly stock price wise. Is it not better for these companies if the Fed is going buy fewer bonds as the American economy improves? Does this Fed withdrawal not give them a better spread between what they borrow at and what they can buy mortgages for?
Regards,
Max
Q: Peter, I try to ensure my investments are safe and I separate my GICs into 100K lots with as many different borrowers/banks as I can and in as many different combinations of entities as I can, using permutations of my immediate family members and myself to make sure that these investments are insured by the government of Canada. My question is, however, are my stocks safe. If for example Scotia McLeod goes under and they hold my certificates/shares are these shares safe and can I recover them?
Q: Hi Peter,
What do you make of the US Markets that go up and up even in the face of negative news and statistics? Is it time to get out?
Thanks for your advice!
What do you make of the US Markets that go up and up even in the face of negative news and statistics? Is it time to get out?
Thanks for your advice!
Q: Peter,
An ideal portfolio will include major sectors and equal weighting as is the case with 5i portfolio. Where do we accommodate value plays and high potential companies in such a portfolio. My question would be specifically with respect to companies like DHX, CLQ, ENT, LGO. CSX, etc.
An ideal portfolio will include major sectors and equal weighting as is the case with 5i portfolio. Where do we accommodate value plays and high potential companies in such a portfolio. My question would be specifically with respect to companies like DHX, CLQ, ENT, LGO. CSX, etc.
Q: Some analysts say investors should reduce their bond exposure and move to equities with their thinking there is a 'bond bubble'. Another analyst stated on BNN recently that an investor should not destroy an equity - bond allocation because that could backfire. As a retired person I would appreciate your comments on this situation. Thanks kindly.
Ronald
Ronald