Q: Interested to know the percentage that each sector represents of the TSX, i.e. financial, utilities, energy, etc. Is it prudent to use this sector representation to structure a portfolio. Thanks, David
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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: Hi 5i,
When structuring a retirement portfolio (with no major pension for income) many investors try to optimize income from dividends and sometimes interest. Do you have any comments about using a total return approach that factors in not only dividends and interest, but capital gains as well? My thinking is that some of the capital gains could be realized as another form of income by selling a portion of a growth holding. Any further thoughts about how to decide what percentage of the equity portion of the portfolio should be dividends vs. growth (capital gains)? Also, in your view does this broader approach increase or reduce the risk/return tradeoff overall? I realize this is a complex question but any insights would be appreciated.
Thank you, Michael
When structuring a retirement portfolio (with no major pension for income) many investors try to optimize income from dividends and sometimes interest. Do you have any comments about using a total return approach that factors in not only dividends and interest, but capital gains as well? My thinking is that some of the capital gains could be realized as another form of income by selling a portion of a growth holding. Any further thoughts about how to decide what percentage of the equity portion of the portfolio should be dividends vs. growth (capital gains)? Also, in your view does this broader approach increase or reduce the risk/return tradeoff overall? I realize this is a complex question but any insights would be appreciated.
Thank you, Michael
Q: Please provide your opinion on FTG.What are the expected eps & revenue for the next Q?Do you think it will be able to meet them?Is it ok to establish a small position?Recent trading is volatile.Thanks for your usual great services & views.
Q: Would appreciate an update and your opinion on Verizon.
Wayne
Wayne
Q: hello again, just heard on BNN some speculation of ATD maybe merging with MRU or something along those lines...
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Netflix Inc. (NFLX)
Q: From 1-5, how would you rank the FAANG stocks on growth prospects over the next 5 years? How would you rank them on risk profile over the same 5 year period?
Great website.
Thanks
Great website.
Thanks
Q: I would appreciate your comments concerning the press release SHOP issued last night regarding HubSpot. Thank you, Peter
Q: This company was recommended in today's Globe. Do you have any thoughts on it?
Thanks,
Jim
Thanks,
Jim
Q: your thought please about tahoe.
is dividend safe and would you recommend it?
is dividend safe and would you recommend it?
Q: Any ideas on what's driving ATD.B down today? Thanks
Q: Good morning team, Any reason for such a drop in ATD.B??
Q: RNW (Transalta Renewables Inc.)
v/s INE.TO which one would you recommend and why? Would you suggest to stay away from RNW?
Is RNW so bad?
Thank you in advance.
v/s INE.TO which one would you recommend and why? Would you suggest to stay away from RNW?
Is RNW so bad?
Thank you in advance.
Q: Hi 5i, what's your thought on DGC? Is the worst over now? Google finance has one article said Detour gold stock has high short interest, how to check that is it true. I didn't sell it because A lot of analyst said gold price will go up to $1400 this year, gold price was up $1357 a few weeks ago but DGC was at 16 or 17 Dollar. Yesterday gold price was up 15 dollar but DGC stock was down,any hope for this company turning around? Is all articles on Google finance are true ? I bought in at $20.50.If sold DGC, would you recommend sell and buy small cap gold stock such as BTO or ELD replaced or hold? thank you.
Q: I would appreciate any updated comments you might have on Drone Delivery Canada (FLT).
Thanks!
Thanks!
Q: Hi
I am looking to take a position in this company, can you please give me your views say for a 3 to 5 year outlook.
Thanks
Al - Mississauga
I am looking to take a position in this company, can you please give me your views say for a 3 to 5 year outlook.
Thanks
Al - Mississauga
Q: Hi, can u basically construct a medium risk, all equity well diversified portfolio of Etf's that cover the whole world for a portfolio of $25,000, for about an eight to ten year time horizon, thanks?
Q: Courtesy of an ad on BNN, I am investigating this surprisingly interesting financial research data company. Seems to have a future that may just starting to be realized
Could you please give me, as always, your unique perspective on this concern.
Thank you
Could you please give me, as always, your unique perspective on this concern.
Thank you
Q: Hello,
I purchased xfh (hedged) in early january 2015 and have ridden strong performance to this date. Given the strength in the CDN dollar would it be wise to hold on to this ETF or switch out for something else. If switch, what to?
I purchased xfh (hedged) in early january 2015 and have ridden strong performance to this date. Given the strength in the CDN dollar would it be wise to hold on to this ETF or switch out for something else. If switch, what to?
Q: Can you give me your thoughts. This is an area that is surely growing rapidly. Can you anaylize with current limited information present.
Q: I have equity positions across my wife's and my accounts ... tfsa, rrsp, and taxable. A good portion of my equity is in etf's mostly covering us and international positions. When I calculate a full position with my Canadian individual stocks(5%) do I use my full equity amount or just the amount invested in the candian stocks (I.e. The 5% of my Canadian portfolio would be closer to 2% of my total equity portfolio).