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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: Another re-balancing questions as my “fixed income” levels are about 20% below where they should be .... as a retiree. And am holding 20% of my portfolios in cash.
My question is regarding XRB and if that would be an appropriate diversifier to a bond portfolio consisting mostly or your previous recommendations: XLB - CBO -XTR - TLT - CBO and VSC.
At some point interest rates will go up and in the meantime XRB has a 1.86% yield which at least beats cash.
Buy? Pass on this - at least for now? Buy something else as a fixed income diversifier.
As usual thank you for your any guidance you can provide here.
Read Answer Asked by Donald on October 29, 2019
Q: Gentlemen,

I researched this etf, found it's returns to be very competitve, with a return of over 8% and a 5 star Morningstar rating.

Can you look at PTY and give me the strengths and weaknesses from your point of view and whether you would see this as a strong portfolio addition for income and growth.
If you think is is a worthwhile candidate which type of account would you put it in?

Thanks

Sheldon
Read Answer Asked by Sheldon on October 29, 2019
Q: It has been suggested to me that over the long term, the the average investor like myself is better off buying the indexes VFV with a dividend of 1.64% and XIU with a dividend of 3.61% rather than buying a portfolio of individual stocks. Would appreciate 5I's observation of this comment. Thanks, Bill
Read Answer Asked by William J on October 29, 2019
Q: Do you have any opinions and advice regarding the upcoming IPO of GFL Environmental?
Read Answer Asked by chris on October 29, 2019
Q: Hello, in a non-registered account, how is capital gain on US stocks taxed? Is it taxed the same way as capital gain on a Canadian stock (50% of the gain)? Thanks, Gervais
Read Answer Asked by Gervais on October 29, 2019
Q: I recently came across this website (nickldown.com) which tracks all BNN market call recommendations by analyst.

Congratulations Peter, you've received an A- with 19 of your 36 picks being winners.

Ryan, you've had more winners than Peter, but with less return, thus your score is a bit lower.

Hope others find this interesting, if not useful.
Read Answer Asked by Cameron on October 29, 2019
Q: I have 5 grandchildren between the ages of 0 and 11. I'd like to buy 5 stocks in my TFSA to leave alone until they are adults. Of course, I will monitor the stocks the same as I do for my other stocks, but the idea is that I would not sell unless there is a big fundamental change, and consider them a small independent portfolio. As the children come of age, the idea would be to sell a little of each I'm thinking SHOP might be an option for one holding. Can you suggest 5 stocks that would be suitable?
Read Answer Asked by Kim on October 28, 2019
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