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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: Good afternoon,

The technology portion of my portfolio has grown too large (about 37%) and I’m trying to figure out how to get it back to about 25%? My issue is that I’m interested in too many tech options (I.e., the ones that I own plus others I’d like to buy). I’m looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I’m interested in buying REAL, DOCU and GOOG. I’d like to own what are viewed as solid tech companies for future innovation and growth and I’m willing to add, remove or replace any of these companies.

I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I’ll use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.

Many thanks for all the great work and suggestions you provide,
Lisa
Read Answer Asked by Lisa on September 08, 2020
Q: For the above technology companies there has been a huge pullback even though some have beaten nicely on earnings. Is this a buying opportunity for them or wait and see where the NASDAQ settles out before putting new money in. What is the reason for the pullback. Typical profit taking before Labour Day? Of the above Can you rank which you would put new money into first?
Read Answer Asked by Brendan on September 08, 2020
Q: I think we were due for today's pullback. What are your favourite names to add to here for a long term hold?
Read Answer Asked by Patrick on September 04, 2020
Q: I am overweight BAM.A, and investors seem to love this company. BAM invests in utility like companies which are rate sensitive. So the thesis for investing heavily in this company has to be low rate/free money environment for considerable period (at least a decade for the long term holders). What are your thoughts? Thanks.
Read Answer Asked by Rajendra on September 04, 2020
Q: Good morning 5i staff
I have been waiting for the turn towards esg etf's. Looking at something like ESGV, do you think it could be seen, say, as an equivalent to voo? there was an artcle in Barron's recently saying that they recently have done as well, or better than regular funds. I believe the managment excpense ratio is .12 Not bad. I hold VOO and have been thinking of selling call options on it and then buying something like esgv, if I am called away. I suppose that approach could not be called radically green maybe more like patiently green:).
thanks
Read Answer Asked by joseph on September 04, 2020
Q: You proposed that Warren Buffet's investment in five Japanese commodities traders is motivated by their commodities exposure, rather than by growth and/or multiple expansion prospects for Japan as a region. Okay, but suppose we ignore Buffet's specific interest; is it plausible that Japan's markets have priced-in its disadvantages (such as age-related lower productivity) to the degree that its country-specific ETFs (for example, BBJP) are now 'interesting'? Or should the apparent permanence of such structural constraints drive us away, indefinitely?
Read Answer Asked by John on September 04, 2020
Q: I always avoided HXS because I thought it didn't hold stocks and just had an agreement with NA to deliver the total returns equivalent to S&P500 so there was a significant counterparty risk. The risk may not be much but didn't want to tolerate this risk just to avoid 15% Dividend Tax Withholding. Recently I got to know that HXS has changed its structure from Total Returns Swap to Corporate Class. Does it mean that it now holds stocks (like ZSP or SPY) .. is HXS still any more risky than ZSP or SPY.
Read Answer Asked by Louie on September 04, 2020
Q: I have some US GIC's that have matured and my advisor at RBC is recommending the RBC US Short-term Corporate Bond Fund as interest rates have declined so much for GIC's.
Would you consider this to be a good move or is there something else I should be considering.
Read Answer Asked by shirley on September 04, 2020
Q: Hello 5I
In your opinion, if one is negative or expecting volatility in the market short term, and you want to insulate yourself from this possibility, what needs to happen in a portfolio? Do nothing as this might be emotional and historically a bad move, invest in an inverse ETF, Move a little more towards Gold, consumer staple or low beta stocks? What type of news would make you personally shift focus? Of course, I am asking for your opinion but is there any proof for the answer? Thank you
Read Answer Asked by Jeremy on September 04, 2020
Q: Hi group I asked question last week on W I had a 2% position and based on the market at the time I increased to a full position. Since then its down $70 + us > What is going on can you help me with some guidance< I know this is a value stock along with Virus implications. What your view going fwd hold or sell I still have a 10% profit even after todays rout Thanks for your views on this going fwd . Also when is the next earning due out I would expect them to be very good - do you agree ?
Read Answer Asked by Terence on September 04, 2020
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