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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: TK on July 26 (I saw this on the 25th) questioned you about SHOP saying he didn't want to throw good money after bad. You advised you added it to your portfolio indicating it was a buy. I seen this prior to buying it on the 25th at $47.9 and on the 26th in the morning it was down under $40. I assume you follow this stock quite closely as it seems one of the more popular stocks you deal with, Was this so well hidden by the company that even Sherlock Holmes would not uncover the issues they were having? Thank you,
Read Answer Asked by Dennis on July 26, 2022
Q: I am overweight in these 3 companies. I need to raise some capital by selling some of the shares from one of these 3 holdings. What would be your recommendation? It will not significantly affect my diversification.
Read Answer Asked by jacques on July 26, 2022
Q: So I had SHOP at a full 5% position in my portfolio and now with all the carnage it's less than 2%. So my question would be - does it make sense to average down from the ridiculously high price I paid to bring the position up a bit or just let it grow back (if ever)? Am I just throwing good money after bad in trying to make up the loss? I do like SHOP and intend to hold it for many years. Thanks!
Read Answer Asked by TK on July 26, 2022
Q: Hi there,

I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.

Thanks!
Read Answer Asked by Michael on July 22, 2022
Q: Have held this fund for some time. Lately the performance of the fund appears to be under performing. Down substantially in the past 6-9 months, returns have been in the bottom quartile of comparable funds. Three year performance is around 2% a year. Are you aware of any reasons for these type of returns? I have been thinking about selling the fund and investing directly in securities that comprise your income/ balanced portfolios. Would you endorse this action or would you suggest that I continue to hold the fund. In either case would appreciate your rationale for your suggestions.
Read Answer Asked by John on July 21, 2022
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