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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: Hello
I currently have a 20% gain on Rogers and was thinking of selling as I would like to use the funds to continue emulating the growth portfolio. With the funds from the sale I would buy a position in PUR and add to Savaria. Appreciate your comments. I have over a 5 year time horizon.
Thanks
Sal
Read Answer Asked by Sal on June 06, 2017
Q: Hi Peter, Ryan and co

My TFSA, RRSP, and RESP is entirely comprised of the model portfolio, and about half of the growth portfolio. The stocks I selected from the growth portfolio in particular has done very well so far. However, this means that I currently don't have any exposure to the US or international markets, other than VGG.TO, which I hold a 3% position in my RESP.

I have some funds I would like to invest in a non-registered account, which would represent roughy 10% of my total aggregate investments. Can you please provide some suggestions on what you think I should invest in for better balance, while maintaining a medium-aggressive investing style?
Read Answer Asked by Eric on June 06, 2017
Q: 2 question : So bomber has bounced a bit so time for me to suck it up and sell at a 30% loss. Sell now or hold off a few more days to see if it has some legs.

Once I sell BBD.b what full position of the balanced equity portfolio would you buy right now: ccl, gud, nfi, sis, sj, syz, t or toy? Currently rebalancing my CAD equity portfolio to loosely match your portfolio and those above fill gaps in my allocation. Open to off the list suggestions but already overweigh or OK in financials, energy and tech.
Read Answer Asked by Tom on June 05, 2017
Q: Would like to know if I am calculating the amount of the reduction in weighting for a particular position. This is how I do it....I take the current market value of the position, say 7% of the current market value of the portfolio, and deduct the original book, cost value, which is 5% for this position in the total money to be invested in the portfolio, and then sell this difference at market price at that sell date.....Am I doing it right?!
........Tom
Read Answer Asked by Tom on June 05, 2017
Q: There were a couple comments today referring to a stocks yield based on the initial investment (which could 1 year ago or 10 years ago or more). I have seen this come up here before and on investment chat lines I follow. It seems to me that investment decisions should be based on the current situation (current yield, fundamentals, or whatever) and that yield on initial investment is somewhat meaningless other than as a pleasing way to view a successful investment. What am I missing? Could you comment?
Thank-you
Read Answer Asked by grant on June 05, 2017
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