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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: Michaels question on June 30 regarding portfolio watching.I think most subscribers watch these/their portfolios on a daily basis (I know I do) but if a person feels they are becoming obsessed with stock watching I think looking at the Portfolio Performance (monthly) reports that you send out. These results (1,2,3 years) speak volumes for themselves. A 10 or 16 % return on a portfolio is beyond expectations and hopefully leads to confidence in 5i's direction ...if we listen.
Read Answer Asked by Alan on July 03, 2017
Q: I realize that the companies mentioned are not equal size but how would you rank them in terms of growth profile for the next 5 years from 1 to 10. 1 is lowest and 10 highest. Thanks

Kenn
Read Answer Asked by Kenneth on July 03, 2017
Q: I apologies; I mis-phrased my question. The DRIP investments would be in addition to the TFSA and RSP investments (in different securities). As I understand things, a DRIP with a company sponsored plan such as TRP thru Computershare cannot be held inside a registered account. Is this correct? If so the $5k position in the non-registered (DRIP) account would not amount to a $25k per stock concentration and I believe the dividend tax credit would be useful since the account is non-registered. Thank you for your suggestions and service. I like your suggestions but a little surprised that a utility such as FTS was not recommended. Is there a reason you would not suggest a utility DRIP for a long term hold? Jim.
Read Answer Asked by Jim on June 30, 2017
Q: I own everything in the Balanced Equity portfolio except the following: AEM, CLS, AND CSU. I have cash available from the DH buy-out. Which of these or any other stocks in your coverage universe would you recommend based on current valuation and outlook?
Read Answer Asked by Chris on June 30, 2017
Q: I have repatriated my holdings from a full service broker and now using a self directed account to manage the portfolio.
I wish to construct an Income Porfolio and a Balanced Portfolio look a like. To that end can you list the first five holdings from each portfolio that you would be first to acquire in, order of preference if possible?
Thanks
Read Answer Asked by Peter on June 30, 2017
Q: Hello team,
Can you suggest 3 or 4 Canadian REITS that pay a dividend over 6% that you would be happy with for an income investor? And can you rank them? Thank you for all that you do!
Read Answer Asked by Pamela on June 30, 2017
Q: Hi there, not really a stock specific question but more a psychological/behavioural question. Based on your experience, how often should one look at their portfolio? I, probably like many others, look at my portfolio far too frequently. I suspect this can be stress inducing and can lead to more possible losses than gain? How often do you recommend one to look at their portfolios? Thanks!
Read Answer Asked by Michael on June 30, 2017
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