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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: Hi Peter. I have been very happy with your recommendations and as a new member love the forum. My question is as the Fed starts to put less money into the markets and interest rates rise what effect do you see on the model portfolio and what should we as investors avoid. Thank you Bob.
Read Answer Asked by Robert on March 10, 2014
Q: Hi Peter and Team,

Do you anticipate any scenario(s) where an investor might want to hold positions in both your current model portfolio and the upcoming income model portfolio. That would imply 40 securities - half in the dividend/growth category and half in income only.

To elaborate, for a conservative investor, would it make sense to have 35% of investment assets in the dividend/growth portfolio and 15-25% in the income portfolio, representing a 50-60% allocation of investment assets to equities?

Thanks for your thoughts on this as always.

Michael
Read Answer Asked by Michael on March 10, 2014
Q: Good Day, I'm wondering if it would be a good idea to sell my LSG shares in favor of G. I have taken a loss on LSG however would like to keep a gold position in my portfolio. Does this make sense? Thank You
Read Answer Asked by luke on March 09, 2014
Q: Good day Peter....Read that you're posting the RRSP model portfolio at the end of March. And I'm "chopping on the bite" to see it.....because I have funds to invest. With that background, I wondering what the general gist, or over arching principle will be? (For example, the non-registered portfolio has at it's core non-trading risk profile and stability.) Any chance of getting a glimpse of the positions that likely will make it to the RRSP model portfolio?....Tom M, aka curious guy.
Read Answer Asked by Tom on March 09, 2014
Q: Hi Peter and team. This is the 2nd time I heard someone mention an income portfolio. Has the 5i team published another portfolio, other than the model portfolio, I am not aware of? I remember last year you guys mentioned the possibility of starting a growth portfolio. Any updates on than front?

Lastly, I have zero oil/gas exposure. I was thinking of increasing my monthly income stream and getting a little growth as well by adding a combo of whitecap resources (wcp), torc oil and gas (tog) and surge energy (sgy). I was thinking, initially, these 3 names will collectively make up between 4% and 6% of my portfolio. Do you see anything wrong with the combination of these three names? I see torch sold off today after they released their earnings.

Thanks again and safe travels.
Read Answer Asked by john on March 07, 2014
Q: Peter and welcome to Ryan ... the new income portfolio is 90% complete and I , as many members, are excited about this new investment vehicle. My question is this, will the portfolio be best applied to a cash account (tax purposes), an RRSP (protected growth), an LIF or an TFSA. Thanks for all your hard work.

Al
Read Answer Asked by Alan on March 06, 2014
Q: Just a quick question. Since your model portfolio is up substantially would you recommend that at this time that I follow the portfolio and invest $100,000.00 today using the aforesaid model portfolio. Thanks

Mike Walker
Read Answer Asked by michael on March 06, 2014
Q: Wow...what good returns YTD at end of February 2014. All resulting from sound analysis.......Tom M
Read Answer Asked by Tom on March 03, 2014
Q: I have a large part of the model portfolio but am still missing CSS, ENB, FSV, G, IPL, SYZ , TOU, VRX, WPK. I can add 2 more at this time , what would you recommend?

Read Answer Asked by John on March 03, 2014
Q: Dear Peter and team -
Request you to please recommend a model portfolio (ETF or Mutual Fund) for a 2021 RESP account. Thanks a lot.
Read Answer Asked by Lokesh on March 02, 2014
Q: CSS-TSX Contrans Group .What is your outlook on the company-is it fairly valued
Read Answer Asked by dalene on February 27, 2014
Q: Peter, I have a niece that I'm gifting 30K to. She's like to put this money into a TFSA as she currently doesn't have a TFSA account. I was going to advise her to pick 6 equities from your model portfolio in different sectors. Would you agree with this strategy and if not what would your recommendations be?
Read Answer Asked by Neil on February 27, 2014
Q: Peter, I am new to 5iR but have subscribed to the Moneysaver for ages. How should I use your model portfolio? should I invest in all the recomended stocks at once for diversification or just pick the individual stocks that I like?
Ron P.
Read Answer Asked by Ronald on February 26, 2014
Q: You gave a great answer on why winpak declared a one dollar special rather than raising the dividend, my question is why you would want to have a company like that in your model portfolio, it seems like they are just self serving. Dave
Read Answer Asked by david on February 24, 2014
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