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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: Morning,

Just a question regarding how you determine returns for the model portfolios. Is it based on time weight return (Modified Dietz method), or is it a money weighted return (XIRR).

I'm trying to figure out how to determine my returns on my own portfolios, and have been using XIRR since the beginning, which do you use or suggest for a DIY investor?

Thanks.
Read Answer Asked by Sarj on May 25, 2016
Q: On Ron's question about short interest on CXRX, it is important to note the settlement date on the website is May 13. This is the same day Concordia released first quarter earnings and then the stock price has increased significantly. I suspect there was some short covering and the next update to the website for short interest will be key.
Read Answer Asked by James on May 25, 2016
Q: This question is about portfolio construction and geographical equity allocation. I am attempting to diversify my equity holdings across Canadian, U.S., International, and Emerging Markets.

How do I treat a company that has global operations, such as BEP.un?

BEP.un receives 25% of its revenue from Canada, 50% from the U.S., 5% from developed International markets, and 25% from Emerging Markets.

Should BEP.un "count" as a 100% Canadian holding because it trades on the TSX, or should I proportion my holding in BEP.un across the 4 geographical regions according to their respective revenue percentages? (Or is there an even better way to approach this?)

Thanks again for this great website and service!
Read Answer Asked by Jonathan on May 25, 2016
Q: BPO.PR.H Called their pref today and am sitting on 8% cash what would you suggest I move into ,
Regards Stan
Read Answer Asked by Stan on May 25, 2016
Q: Hi guys, I apologise for beating this topic to death but at what percentage of the float do investors start to worry when a stock is being shorted.

Thank you
Read Answer Asked by ron on May 25, 2016
Q: I have held this wonderful stock for the last 4 years and am very reluctant to make any changes. However it has become a fairly large position in my equity portfolio i.e 11%. What are the risk/rewards comparing it to an AQN or SIS which are on my radar ( i know they are in different sectors). What would be a comfortable level in a portfolio bearing in mind that I remember you guys suggesting a few years back that a good company should be held indefinitely.

Thanks

Peter
Read Answer Asked by Peter on May 25, 2016
Q: Hi, PBH stock has been under constant selling pressure, after hitting an all time high of $59.81, one day after the quarterly release. I know, co. missed earning estimates, but outlook and growth expected from additional sandwich capacity coupled with C&C acquisition should be quite positive. Technically stock seems to be quite weak and may even go lower. Is there a reason to worry ? I have a full 5% position and would appreciate your comments. Thanks
Read Answer Asked by rajeev on May 25, 2016
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