Investment Q&A

Q: Hello 5i Team,
Could suggest an ETF for each Canada, USA and international that would as closely as possble mirror the methodology used to contruct the balanced equity portfolio?
Thanks
Dave

Q: I'm currently 50% in cash (although understandably I shouldn't be). I am contemplating allocating 70% of my entire portfolio to the Balanced equity model to represent Canada and the remainder (30%) to Vanguard's total market US market ETF - VUN.TO. In the past I have tried to stock pick myself using some suggestions from this site and have not come anywhere close to the performance you have achieved with the Balanced Equity model. What is your opinion on the 70% CAD market and 30% US market allocation? Thanks!

Q: Regarding the question about selecting half of your balanced equity portfolio, you mention ‘confidence ‘ ‘over the long term’ for stock like TOY and CXI over much bigger BNS and T ..
I’m not certain to understand ..do you mean confidence in over-performance over a longer period..at the risk of higher volatilty/risk ? Is it much better to buy the complete portfolio ?
thanks for the good work !

Q: I own a little more than half the stocks in your balanced portfolio. Would it be possible to list which of these twenty names you consider better than the others? For example, if you were forced to cut half the names, what would be left based solely on the merits of each individual stock?

Q: Hi there,

I had two questions. The first one would is on Sleep Country - I noticed that has come off it's highs of around $33ish. Do you think today's price would be a good entry point or will it continue a down trend with profit taking etc?

My second question is on the Balanced Equity portfolio. I have been following your updates and stock selections and started out with a 5% weighting or so in each name. What is the best way to deploy any new funds if I wanted to follow the balanced model? A real world example of this would be if I contribute money into my TSFA next year, what would be the best way to deploy this new cash into the BE Portfolio? Should I divide up the contribution amongst several names? Hold it in cash and wait until you have added a new name to the portfolio and then deploy it? Is there a recommended approach to this?

Thanks!

Q: I would like to top up some holdings in Balanced Equity. What are your top 5 stocks to buy right now from the BE portfolio?

Q: Recent additions to the 5i portfolios have entered at about 3% weightings, in spite of healthy cash positions in BE and Growth; is this a change in philosophy from the customary 5% or is it your intention to normalize the weights at a more favourable entry point?

I would use the "My Watchlist" feature more if it had View/Edit/Delete functions as there may be some names I do not want to be alerted on forever, only temporarily.

Q: Peter and Team,

I have some covered calls written on Badger Daylighting, Tourmaline, and Painted Pony that look like will get called away at the end of this week. This will make approximately 10% of the portfolio available. I have essentially replicated the Balanced Equity portfolio otherwise (don't hold Whitecap or Magna, though) and I have approximately 10% of invested assets in short term bonds and approximately 7.5% of invested assets in US stocks (Xylem, Starbucks, and Visa).

My initial plan with the new cash available was to top up a couple Balanced Equity positions (SYZ and SLF, probably) to full positions and then to add a US Stock or two. My first thoughts for US stock were JNJ and GE.

What do you think of this plan and would you suggest any modifications? Should I be adding more to fixed income? I am 34, by the way and feel like I have risk tolerances that matches the BE portfolio quite well in general.

Thanks!

Q: The performance of the 5i Balanced equity YTD is +13l3%. Does that include dividends?

Q: Would it be possible to get the average return of all 3 portfolios combined?

Q: What are the 3 best "value" picks or "cheapest" stocks in the Balanced Equity Portfolio right now?

Thanks, Shane

Q: I am currently rebuilding my portfolio to closely match the Balanced Equity Portfolio. Can you tell me what 5 names are the best bets to start with and why?

Thank you, Shane

Q: If I was to invest now … Could you supply the % weights of the individual stocks in both the BE portfolio and the Income portfolio. Thank you, Rick

Q: It is impressive that you have held some of the original stocks in the balanced portfolio. I was wondering if you would consider adding a column showing the purchase date. All the best and see you on September 16th at the World Money Show.

Q: Gentlemen


I am a new subscriber. I like your portfolios but I would like to ask do you update these portfolios during the month as you see changes that need to be made based on new information or do you just update at the end of every month.

Thanks

Wayne

Q: Hi there,

Thanks for the great service! I purchased KXS when it was added to the Balanced Equity portfolio at 5% weighting. It has performed well and is now about a 7% weighting in my portfolio. Their results are coming out shortly which I presume may have the ability to move the stock much higher or much lower. In your opinion, should I trim my 7% weight to 5% BEFORE or AFTER the results?

Thanks!

Q: I have about $60,000 to invest in your balanced portfolio. Invest now or wait until after the US election? Do I buy at equal weight for each company or at the percentage you now have?
Thank you
Jean

Q: I want to increase my equity allocation ; it is still correct to simply buy your whole balanced equity portfolio (5 % each names) ?

Q: I am having trouble with your math.
The model portfolio was up 94.9 % as of april 30 since inception(thx ) and the model returned 4.99% in May should the total return now be 99.8% not 104.6% as reported.

Q: Hi there,

I began purchasing some of the names in the Balanced Equity portfolio with a starting of weighting of 5% in my portfolio. Some names have run up to between a 6% to 7% weighting and I was wondering at what point would you recommend trimming back to a 5% weighting?

Thanks!