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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: I'm underweight in materials, energy, and utilities. My only exposure to these sectors comes through some total market ETFs I hold. With the current market conditions, would you view adding to these sectors as imperative or would it be more prudent to add to my tech and consumer holdings? If so, could you rank the value of the sectors to my portfolio (where should I stick my next investment first)? Please note, that I do plan to fill out these sector positions eventually and that I'm a young, growth investor with a long-term horizon.
Read Answer Asked by Ryan on May 24, 2017
Q: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul
Read Answer Asked by Paul on May 17, 2017
Q: Good Morning,

I asked a question a few days ago on sector allocation. Not sure why it was private. I may have checked the wrong box. Its ok to make the question public to help others here.

Anyway I did as you said and trimmed back REIT's and Financials. I purchased some tech. Added to my SVC and started a position in ET. Today I started a position in BCE. I chose BCE over T.

However I am having trouble choosing between AEM, SJ and MX for my materials purchase. Any insight would be great.

Thanks
Jimmy
Read Answer Asked by Jimmy on May 15, 2017
Q: These 3 companies are in my Basic Materials, Metals, Mining sector which makes up 8% of my portfolio. With a five year plus hold, would you add, swap or remove any of them and if so could you rank your choices; 1st place, 2nd place, and participant?

Thank you for your help and sharing your inside knowledge and actual experience.
Read Answer Asked by Terry on May 12, 2017
Q: This has been quite weak lately, is there any reason in particular or is it cyclical? Is there another company that might be a good alternative?
Thank you
Read Answer Asked by Peter on April 25, 2017
Q: Peter and Team:

I hold a portfolio that follows your BEPORT with a few of my own thrown in.
I hold 1/2 weights of XTC and AEM, and was thinking of topping them up with some added cash that I have.
Would you be comfortable adding to these for long term hold at this time. In particular I am concerned about XTC with U.S. sentiments.

Thanks

Phil
Read Answer Asked by Phil on April 12, 2017
Q: Hi there. I'm heavily invested in financials,tech and industrials. So far so good. I don't have any defensive stocks such as gold and silver as I tend to be more of higher risk investors. What do you recommend as far as % of position in Gold/Silver sector? Do you recommend positions in this sector regardless of where the market is?
Read Answer Asked by Robert on February 23, 2017
Q: I've owned and lost way too much money on Goldcorp over the years, only holding onto it to keep a balanced portfolio, but I should have sold this stock and bought another gold player a long time ago. Would Eagle Mines be a good replacement or what does 5I suggest as a replacement, with a moderate conservative profile and what kind of weighting should I hold for precious metals
Read Answer Asked by david on February 16, 2017
Q: good morning...I replicate the balanced portfolio exactly with the exception of AEM...I cannot get my head around owning this part of the basic materials sector..but, I always bow to your expertise and what damage would my decision do going forward to my returns...can you please respond to this and give me your sage advise....cheers
Read Answer Asked by gene on February 15, 2017
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