Investment Q&A

Q: Further to Greg's question re the Balanced Portfolio, would you go ahead and buy the full positions today or stagger the purchases?

Q: I am setting up a portfolio based on your model balanced portfolio. Would you still buy all the same companies today or are there some you would change?
Thanks

Q: 1) I am in the process of making a few changes in my portfolios and was wondering if you expect to be making any adjustments in the 5i portfolios in the next month or so ?

2) Is 5i still doing portfolio reviews ?

Thanks to the whole team for an outstanding service !

Q: Do you plan to invest your 4.6% cash in the Balanced Portfolio soon?

Q: Hi there, thank you for a great year of service! In the new year I will be rebalancing my portfolio, shifting positions to 4% in each of the Balanced Equity names. This will leave me with 8% left in cash and room for 2 names to make a 25 name portfolio. Which 2 names would you add for balance and growth? I am in my early 30's and have a long term outlook. Thanks again!

Q: for a young person with their own RRSP and LIRA would be best to use the balanced portfolio or should they add some growth stocks as well?

Thanks
D

Q: Hi Guys, I currently hold all the Balanced Equity Portfolio stocks in my TFSA with approximately the same weightings, which represents my ~20% Canadian equity exposure. How would you recommend investing the addition $5,500 in January? (Would bolster up a couple of holdings be reasonable, if so which ones, or hold it in cash until there is other activity in the portfolio?)

Thank you for such a great performing portfolio!

Q: Hello 5i Team,
I've been building a portfolio matching the Balanced Equity Portfolio.
So far I invested in all recommended companies with the exception of
CSU, ENGH, CCL.B, KXS, CXI, T and WCP. Out of these 7, which 2 would you
recommend to invest on right now based on price and diversification?
Please recommend half or full position. Thanks.

Q: Hello 5i. I am starting to build the Balanced Equity Portfolio. I own BNS, SIS, TOY, ATD and CSU. What other 5 stocks in the BE portfolio would be good buys right now? Any stocks "on sale"? Thanks.

Q: Hi 5i Team,

I am planning to setup the Balanced Equity Portfolio across two different investment accounts. One investment account will have 12 stocks, and the other 13. How would you recommend I split the Balanced Equity Portfolio to have a somewhat equal sector allocation in both accounts?

Thank you.

Francesco.

Q: I decided in early November to use your service and construct a portfolio mirroring the Balanced Equity portfolio of now 23 stocks. I tried to acquire each of the equities below the October 31 closing prices however the above three have galloped away and are the only ones I haven't yet acquired. Should I continue to be patient and await a pullback or should I take the longer view and buy at this point even though each of the three has moved strongly higher in the last month or so. Alternatively is there another equity(or equities) or ETF to consider in place of the three that you'd recommend. I have bought only one-half of the amount of each of the securities I expect to eventually purchase and have maintained the balance in cash as a matter of caution. All of these funds are held in an rrsp. Would you recommend moving ahead with putting the cash into these equities now and holding only a 7% cash position at current valuations. My time horizon is 3 to 5 years. Many thanks for your advice!!

Q: From the balanced portfolio, which 5 stocks would you purchase at today's price and what size of position, 1/4, 1/2 or more?

Thanks

Q: Mp portfolio closely mirrors you balanced equity portfolio (about 3 exceptions). I have been happy with its performance but note some analysts indicate a that the US economy will out[perform the Canadian economy over the next year. Do you think it is a good idea to pick up some U.S.stocks? What do you think. I favor ETS's at would make up about 20%of my portfolio.

Would you recommend such a move? If so, what ETF's would you prefer?

Raymond

Q: Peter, I am having my RRSP transferred to a self directed account and will be acquiring all the stocks in your Balanced Portfolio. Having read your recent Q&A on this topic, I will start with 23 positions at 4% each. That leaves me with 8% cash. I prefer to be fully invested and think it makes sense to add 4% GUD for the Health sector and I am thinking of SH, TNC or perhaps a S&P 500 ETF for the remainder. I have a long time frame.

Thank you, Stephen

Q: Thanks for your earlier response regarding the balanced portfolio and MX. I did have one other question about dividing up names across different account types. I will be investing a decent sized amount of new money into my registered and non registered accounts which will me to hold all 23 names of the BE portfolio but I would like advice on how the names should be split up for best performance. I will be able to hold 9 TFSA, 8 RRSP, 6 CAD Cash (Non-registered). How would you suggest splitting up the BE Portfolio across the different account types? Thanks again for your help!

Q: Hi Peter and Team,

I am willing to build a portfolio comparable to 5i Balanced Equity Portfolio over the next year / year and a half. Can you please group holding into three or four groups so I will retain diversify throughout? Can you put them in order of which group should be owned first?

CCL and CSU are quite expensive. Can you suggest a substitute with equivalent merits?

Which is it better to have this portfolio in a registered or non-registered account?

Thanks for the great service.

Q: Hello 5i,
I would like to "ease in" your Balanced Portfolio over the next year. Could you suggest me 5 names to start with? Are any of the holdings considered core holdings? Thanks!

Q: Hello Peter and Team,

If one were to top up companies in the balanced portfolio, which 5 would you choose at the moment.

And do you feel now is a good time to buy or to wait for before Christmas.

Thanks,

Wes

Q: I own all the stocks in the Balanced Equity Portfolio and have been very happy with their performance. My weightings differ naturally from your model weights since I purchased at different times. I am considering allocating a relatively large amount of additional funds from elsewhere in my portfolio into the BE Portfolio holdings ($100K+). I am wondering how you would recommend weighting the additional purchases.

Q: Hi 5i Team,

My question is regarding the Balanced Equity and Income Portfolio. In light of the recent US election outcome, are you planning on making any significant changes to these portfolios in the near future? Would the election results cause any shift in company weightings to take advantage of sector strengths?

Thank you.
Francesco