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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: Recently this stock peaked @$53.24 and has graudually dropped to the present level $45.30. This stock seemed to be the poster child, and needless to say I added to my position in the high fifties, and now I am underwater.
Is there anything I should be concerned about this stock, or just hold. Earning have always beat forecasts, so I have a difficult time understand the performance.
Your advice is appreciated. Thanks in advance
Read Answer Asked by Rick on February 27, 2018
Q: Hi 5i Team

I’m using the 5i model portfolios for the 35% portion of my overall portfolio allocated to Canadian Equites. I’ve been investing in companies from both, the balanced and income portfolios, mostly because I’m having a hard time choosing which model portfolio is right for me. I like the dividends and income provided by one but also like the growth potential the balanced portfolio provides. I’m 50 years old and plan to retire in the next 3-5 years and would like to know if there is any criteria or guidance on what model portfolio to choose?

Thank you
Read Answer Asked by Luis on February 27, 2018