Investment Q&A

Q: Hello 5i Team,

A co-worker is basically starting out on the investment journey and I mentioned your expertise in portfolio development/management. My question is, can you recommend a group of ETF’s that would offer good diversification (international included) with little maintenance. The idea would be to have the basic structure there and as more funds become available he would just add to them. I think this would be a good start. I recommended he become a member so his investment knowledge grows over time with the portfolio, the portfolio is approximately $100,000.

Thanks,

Q: Hello. I while back you had mentioned that you were thinking about adding a "Growth Portfolio" to your service at 5I. Is this in the works for 2015?

Nicholas

Q: Hi Peter et al, I see BCE has been downgraded by two analysts from Hold to Sell. It has performed so well for me and I love the dividend, so what am I missing? Is it tome to unload some of it? It's about 6% of my portfolio so I could take a bit off... Thanks!

Q: Hi All, I concur with Neil's suggestions regarding your forthcoming growth portfolio. Would not need to be extensive reasoning. More just one or two liners on each selection with a rating system. Thanks in advance for your consideration. Have only been a member for a short while but can see your good work already.

Q: Hello,
I have been slowly adding names from the model portfolio and now have money to add three more names. I currently own DSG ESL G SJ SLF WCP T from the model and I also own KBL PPL DHX SGY AVO BAC. What do you think I should add. I'm a medium risk, long term investor. Thanks for the help. I'm doing a heck of a lot better since becoming a member!

Q: From your model portfolio what 4-5 stocks would you suggest to be adding at this point in time? Excluding ESL, HCG, T, WCP and Goldcorp.

Q: Peter (et al)
Just caught you on BNN. Great info as always.
At the end of the show you mentioned the "growth" portfolio coming this March. Your brief comments about it (riskier, mainly small cap etc.)got me thinking. Without wanting to burden your resources, but because you may be including stocks not generally well known, would it be at all possible to provide a very brief summary of each of the stocks in the portfolio with your reasons for including it - nothing like a full report, just essentially, what you like about the stock. And, also, perhaps a rating of each stocks "risk quotient" compared to the whole portfolio (perhaps in "risk stars" or some other such goofy summarization) - just to give us an idea. What would be totally cool is if one could click on the name and pull up a brief summary and risk assessment.
Again, you already provide so much, I feel bad in making these suggestions, but, in the long run, perhaps doing something along the above lines may actually reduce the number of questions you would field about each of the stocks.
Thanks for you consideration.

Q: I watch your interview on BNN. I have been preparing for the advent of your revised Portfolios coming out in March. Will these 3 picks today on BNN be added or remain on the two current portfolios or to the new growth portfolio.
Great interview!

Q: I follow and am invested in the Cdn Moneysaver ETF portfolio. I just read the February update in the magazine on this portfolio and wondered why you did not top up XEG back to the 10,000 level of the original investment and possibly sell some that had gone up like XIU and SPY. Wouldn't it be good to top up on XEG now that is down? Thanks for all your help.

Q: Peter and team,

I currently hold CBO and HFR at 5% each of the portfolio. Rest of the Portfolio is currently stocks that are pretty close to the 5i model portfolio. Due to high personal exposure, I am thinking of selling TRP stock (5% of the portfolio) and adding XHY in its place.

I think the XHY should add some currency diversity to my portfolio as well as providing nice yield and it looks like the recent decline in value is finding a bottom.

Any thoughts here? By the way, my opinion on interest rates is that they are going to continue to stay lower for longer than anyone thought possible but I am cognicent that they can almost only go up from here and therefore have stuck to floating rate and short durations so far.

Thanks,

marc

Q: concerning the model portfolio what are the allocations by sector represented as it is. in other words what percentage is in each sector as it stands today...cheers

Q: Model Income Portfolio Holding: ET-Evertz Technologies closed up 6.48% on massive volume of 1,357,407 shares. Please comment.

Dave (Nicholson)

Q: Your outlook on CCL ?

Q: What is happening with ET, as it has dropped a bit this week? I am considering buying as it is in your income portfolio.

Q: Hello,
I was doing tax loss sale in December and you suggested replacing TCK.B with FM. As you were recommending this stock before (and as a better company than TCK.B), I replaced TCK with FM but the stock started going south rather rapidly. It is about 3% of my portfolio and I am now down about $10K on this stock since my purchase on Dec 11. I am wondering whether I should patiently wait for recovery (I noticed that you added FM to model portfolio), sell it and take a loss, swap back to TCK.B. etc. What do you recommend? What are your short term and long term projections for this stock?
Thanks.

Q: Hi- Superior Propane's price seems to be struggling at this point despite recent popularity and a high dividend- is there something that traders are concerned about?
Thanks

Q: You have mentioned MDA,G,CCL.B as Canadian stocks benefitting from U.S. growth. With the BoC rate cut, could you identify any other stocks in your two Model Portfolios that you think will have additional benefit. Are there any that you would now have concerns with given the rate change ?
I don't hold any non-Canadian stocks - do you feel it is sufficient to benefit from U.S. growth this way or would you still recommend buying U.S. stocks direct ? If so, what U.S. etf's would you now recommend, as I have a (more than) full complement of individual Canadian equities. Many thanks and congrats on such great results for 2014.

Q: Morning to all ... Peter could you please give an overview of what the Feds interest rate slash's impact will have on the Portfolios and will this actually strengthen oil stocks? TY.

Q: The inception date for the model equity portfolio is Mar 18, 2014. How do you manage this going forward? I notice that you rebalance the current stocks when thief weight in the portfolio varies too much. Will you start over again with a new list of companies in March of 2015? Please explain.
Thanks so much.
Ron

Q: I am not sure if the answer to my question is on your website. Anyway, I would appreciate knowing your criteria for selecting stocks for your review universe, and your criteria for including stocks in your portfolio.
Thanks