Q: What do you think a minimum % position should be for individual equities? I have a very diversified portfolio, but I think some of my positions are to small.
Thanks David
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: Just wondering if you can give me a list of three to five stocks that pay dividends as eligible dividends for the tax credit. Prefer them to be paid monthly. I want dividends as well as some growth if possible.
Thanks
Thanks
Q: The markets have had quite a run and I am considering the manner in which I can protect the bulk of those gains. Although I acknowledge and understand that market timing doesn't work, intuitively given the extent of the market run, the odds of a pullback must be greater and therefor are not some hedging strategies prudent at this juncture? How can I hedge those gains in a self directed account with a mix of registered and taxable accounts, the bulk being in taxables which have in certain securities significant gains? Thx
Q: I am interested in listed companies that manufacture and sell robots for warehouse use. I think this market is going to grow substantially in the next while. Can you suggest some companies that are involved in this area ?
Q: If I want to have cash for future purchases, what is the best way to raise cash in a portfolio of stocks? e.g. sell losers, trim profits across several stocks?
Q: OCLR dropped 11 percent yesterday on a rumour it may lose ZTE as a client. Is this a buying opportunity or is the risk higher on this name now?
Q: Small caps REALLY seem to be moving, many which I own from your growth portfolio. For example, PLI, IRD, PHO, CRH, ECN, TNC, GUD, SVI, and ITC. Is it the individual stories for each stock that is pushing prices up, or do you see a larger rotation into small caps? Do you feel their is still value in the names above and in small caps in general?
Regards,
Robert
Regards,
Robert
Q: I own all holdings in the Balanced Equity portfolio except those listed here. Based on current valuations, which of the remaining 7 would you take a position in using cash available in a RRSP as a result of a recent contribution. Time horizon of 5 years+
Q: Hi 5i team. The bulk of our savings is managed professionally and is balanced and diversified (I hope).My spouse and I manage our own TFSA. We would like the TFSAs to have a high growth potential. Currently my porfolio has 15% cash, 8.14% BAD, 5.82% CGX, 4.52% DRT, 4.89% INP, 6.92% GUD, 4.41% MDA, 5.18% NXPI, 17.53% PPL, 7.14% TC and 18.66% BYD
My husband has 24.35% cash, 9.24% ALA, 6.76% CXI, 20.54% CSU, 8.88% GSY, 18.78% KXS and 10.97% WCN.
We would like to have a balanced asset allocation and still keep it high growth.
Please suggest what we should keep, sell and any buy recommendations.
Please deduct as many credits as appropriate.
Also, could you advise how often I should check on my porfolio and rebalance it?
My husband has 24.35% cash, 9.24% ALA, 6.76% CXI, 20.54% CSU, 8.88% GSY, 18.78% KXS and 10.97% WCN.
We would like to have a balanced asset allocation and still keep it high growth.
Please suggest what we should keep, sell and any buy recommendations.
Please deduct as many credits as appropriate.
Also, could you advise how often I should check on my porfolio and rebalance it?
Q: I am cleaning up my portfolio and have to deal with a $35k loss on Terra Energy (TTRHF) .. what is the best way to do this? I was sent a form to sign by my online broker (Letter of Authorization - Direction to Remove and Assign Securities (Delisted)) .. is this a good idea? And what about the case of a stock that is still listed (e.g. Knighthawk - KHA) at 2 cents?
Your advice is much appreciated in dealing with these matters.
Your advice is much appreciated in dealing with these matters.
Q: Hi Team 5i - BTUUQ (Peabody) shareholders according to most reports will be OLI (outside lookin in) and get nothing for their shares once Peabody comes out of BP. Why then are the shares still being traded so actively? Thank you for the great insight!
Q: Hi 5I, I now have 180000 in my TFSA mainly from investing in EIF. I have since diversified and feel like I need to make more trades. I heard CRA can tax you if they figure one is treating this as a job? Your thoughts please.
Regards
Regards
Q: For a balanced portfolio what would you recommend for the money market /cash portion?
Q: Could I please get your opinion of these two funds Thanx Robbie
Q: I have been thinking about adding medical services to my portfolio.
There are several, in your opinion which one would you be better for the long term and dividend.
John
There are several, in your opinion which one would you be better for the long term and dividend.
John
Q: What would be your suggestions in the Usa and Canadian for rental residential?
Q: Are there any NR stocks in the Model Portfolios that would likely be rated less than B-? If so which ones? I like to focus on investments rated A+ to B-. Thanks
Q: RRSP question: Assume I am an Alberta resident with $0 income in 2017. How much can I withdraw from from my RRSP account while maintaining a 0% tax rate (disregard withholding tax)? 2017 Basic Alberta Personal Amount is $18,690 at 10% and Federal amount is $11,635 at 15%. And, can I make this withdrawal now (Feb. 17) for 2017 or does the March 1st RRSP cutoff date apply for withdrawals as well? Thanks.
Q: Based on my own accounts it seems that bond ETFs are negatively correlated with stocks, on the whole. That's not surprising, but do you have any numbers on this?
Q: Can you recommend 3 good names in the financial sector (any sub-sector) that are a good value? Banks seem to have had a bit of a run with the rising interest rate and deregulation talk and they seem a bit pricey. Would you wait for a pull back or is the run up justified and sustainable? Anything else look good today?
Thanks
Thanks