skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have a 40% US weighting in all my portfolios combined, with the above four holdings comprising 75% of the 40%.
VGT 4.6%, VUN 7.7%, CIB590 10.1%, CIB595 7.1%- equalling 30% of total equity portfolio.

Could I have your comments wrt the overlap in these four holdings. Is there enough diversity to continue to hold all four or would you collapse and combine?
Thanks
Read Answer Asked by JEFF on October 23, 2017
Q: In your recent report on Absolute Software, you refer to Van Berkom and Associates as a major stockholder of that company.

Checking their website I was struck by the astounding track record for their Canadian Small-Cap Strategy Fund. Over a period of 25 years it generated a compound annualized rate of return of 13,93%. However the website does not give any specific info on the stocks that currently make up the portfolio.

Do you have that piece of info or do you know of a site where it is available?

Thank you
Read Answer Asked by Guy on October 23, 2017
Q: Hi there, I currently have no exposure outside of the TSX and the Canadian market. I know ETFs are often recommended as good ways to get exposure outside of Canada but I was doing research into mutual funds and the new Fidelity Insights fund managed by Will Danoff seems like it is performing well. In addition, it sounds like his Fidelity Contra Fund in the US seems to perform quite well over time. What are your thoughts on him as a fund manager and the Fidelity Insights fund for outside of Canada exposure? Also, there is the standard version and a currency neutral version - which I presume implies hedged and unhedged. If this will be a longterm position, which would be preferred between the two? Thanks for your guidance!
Read Answer Asked by Michael on October 16, 2017
Q: I am trying to clean up my husband's portfolio but am missing some ACB data. Specifically, when I checked his 2000 investment statement, he had Janus Global Equity Fund, but now he doesn't have this holding. However, he has a Mackenzie fund (MFC1055) that he didn't remember buying. I am thinking there was a fund merger at some point. Where can I find information about historical fund mergers?
Read Answer Asked by M on October 04, 2017
Q: Can you account for the underperformance of this mutual fund which hit a high for the year on May 4 of $19.35 and now rests at $18.59?
The mandate is try to match the DJ index by holding the components but the index is some 10% higher now than May which makes the poor performance since then even more glaring. Can you suggest a fund or ETF that would truly mirror the DJ Index? Thanks, J.
Read Answer Asked by Jeff on September 21, 2017
Q: Hello

I m looking for a etf or mutual fund of quality blue chip who can growth in bull market and minimize the the risk during a bear market for a long run minimum of 5 years.

Which product between VIG, ZGQ, MAwer global equity, edgepoint global, black creek global,do you suggest me?
If you have other suggestions let me know.

Thank you for your help

Have a nice week end
Read Answer Asked by Alexandre on September 18, 2017
Q: Hi Team

I'm interested in adding to the fixed income component of my portfolio. I prefer active management for my fixed income, what would be three solid funds where the managers have flexibility to hold a broad range of fixed income (corporate, government, prefs, etc.)? PMO005 looks solid for a portion of the fixed income component, are there any other funds you would suggest? Thanks for your great service!
Read Answer Asked by Alexander on September 01, 2017
Q: Hello 5i:
I can't get a 10 year history on this fund (am presently an owner), and would like to add to it. Can you advise, using opinion if that's all that's available, how this fund would have fared in the period between 2005 and 2010? I've tried using funds in the category, but it seems to regularly beat the category, so this may not be a valid comparison. If its a true high-yield fund, the performance in ANY volatile period should be disma. Can you comment please?
thanks
Paul L
Read Answer Asked by Paul on August 29, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!