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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: Hello, In an effort to make my Portfolio Analytics as accurate as possible, can you provide a way to track mutual funds held through Sunlife group company rrsp?
I hold the following BLK Bond Index fund, BLK EAFE Equity Index
BLK Aggressive Balanced, BLK US Equity Index Reg. Thanks
Read Answer Asked by Lavern on February 19, 2021
Q: Good Afternoon,

I am overweight in tech. Which of these would you reduce/sell first?

Thanks.
Read Answer Asked by Janet on February 19, 2021
Q: Thanks for your response to my previous query regarding validations for BEPC. I am aware of how the stock has done and management quality. What I was hoping for were some metrics , growth rates, revenue, earnings , etc that you see going forward that would provide some basis for evaluation of the shares. Also some comparison with other companies in the same sector based on similar parameters would be helpful. Would appreciate your comments and input please to the extent you feel is reasonable.Thanks
Read Answer Asked by John on February 19, 2021
Q: Could you please rank these consumer defensive stocks and why - STZ, DOL, ATD.B, MRU and PG.
Need to increase my US and International exposure, however considering selling STZ (in a RRSP)
What are you thoughts? Is there an ETF in this sector you favour with US /International exposure? Thank you
Read Answer Asked by Lorraine on February 19, 2021
Q: Hi Team,
Your member question/s policy has been change ? As I see too many members ask questions of 2,4,6 or even 10 stock questions and looks like they use this service as "personal portfolio manager", your answer only good to that member only and do not benefit other members at all. It feels like waste of time to go through the question section these day !
I sure hope you goes back to your original policy - one stock per question - to the benefit of all members.
Thank you as always,
One of the starting members,
Tak
Read Answer Asked by Tak on February 19, 2021
Q: In my US account, I hold Berkshire, Disney and MasterCard. I was thinking of selling one of these to free up some USD to purchase CRWD for more growth. Which one would you suggest selling if you were in this position?

Or, if it were possible, would you suggest converting some CAD to USD to purchase CRWD, and keep the US stocks that I have already?
Thanks
Robert
Read Answer Asked by Robert on February 19, 2021
Q: The Purpose Bitcoin ETFs have started to trade today. I have read some of the available information on these ETFs but would appreciate your "clear language" interpretation.
Do you expect that the price of these ETFs will essentially match the price of Bitcoin and move up and down with Bitcoin in a relatively real-time manner? Or will it move with market demand?
Can you explain the differences between these two funds? Is it simply that one trades in USD and the other in CAD?

Thanks as always for your clarity.
Read Answer Asked by Ted on February 19, 2021
Q: Hi,
Could you please explain how the dividend tax credit works in a registered account compared to a non registered and corporate account. Is dividend still considered income in all of the above accounts?
Read Answer Asked by Lorraine on February 19, 2021
Q: I am looking for some ideas on how to strengthen my healthcare holdings. I have a small position in BMY, and a full position in WELL. Present asset weighting is 3% of my portfolio.
I have room in registered and non registered.
Looking for quality, slow and steady, dividend paying, Thank you.
Read Answer Asked by Lorraine on February 19, 2021
Q: Hi 5i
Currently considering SHW for 1/2 position and a 2 year hold. Its down slightly off its high and offers small dividend.
What is your current opinion on this company going forward and would you consider taking a position at current price? Why /why not?
Would you consider the announced upcoming 3 for 1 stock split as potential catalyst?
Thx
Jim
Read Answer Asked by jim on February 19, 2021
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