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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: I am setting up a dollar cost averaging couch potato portfolio with low cost mutual funds (td e-series etc). I will be contributing money into this portfolio every month from my salary. The portfolio will consist of 25% canadian index, 30% US, 30% internatonal, 10% Emerging Market, 5% Nasdaq. My time horizon is 15 years with above average risk tolerance. The question I have is if I need to include bonds in this mix. I feel that stock will do well in the next 15 years amidst an interest rate increasing environment. I am hoping to achieve an avearge of 9% to 10% return per annum over the 15 year period. Please let us know if it is a sound plan. Thanks for the great service.
Read Answer Asked by Ron on January 19, 2017
Q: I previously had brought together several accounts into one and am doing some analysis to figure where I'm at from a portfolio approach. I am looking at the sectors of Financial, Consumer, Materials, Technology, Energy, Gold, Health Care, Utilities, Real Estate, Telecommunications and Industrials. Is that the right list and what kinds of percentages (of total portfolio) are recommended for each one?
Thanks!
Read Answer Asked by Maria on January 19, 2017
Q: I joined 5iResearch a few months ago and I have learned a great deal about how to be a better investor. I have 2 sons - one in 4th yr business school and the other a recent business grad. I think they could both benefit greatly from your service. Do you offer a 3 month "trial subscription" (I am happy to pay) so they can see if its something they will actually use on a regular basis as I do?

Many Thanks

Scott
Read Answer Asked by Scott on January 18, 2017
Q: I'm seeking your view in regards to my grand kids RESP's. One is now 11 and the other is 16. I have been fully contributing over the years and using a growth with small div selection method. I have good 20% plus returns overall. Last year was very good. ECI,ENF,BRE, SIA,DIV, AND CHE.UN are equally weighted holdings. As the older one approaches graduation should I be starting to ease up on stocks and using forward years contributions more on ETF's and less risk oriented holdings. I cannot really bring myself to using bonds at this time. I do want to protect what I have gained for him.Something like a ZUT,or ZPR for this year as opposed to another stock perhaps. Thanks as always guys
Read Answer Asked by James on January 17, 2017
Q: i am looking for 2 companies one in canada and one in the u.s.that have huge growth opportunities, risk does not matter for me, the more risk the better.
i own lots of ivanhoe in canada and you cannot get more risky than that, it is already a double for me.i also own lots of shopify, kinaxis and facebook options and bank of america options,so you know where i am coming from. dave
Read Answer Asked by david on January 16, 2017
Q: Since many of the ETFs have a very low market cap and are thinly traded, is there usually a market maker for each fund or is the investor at the mercy of a possibly large spread in the bid/ask making it difficult to exit large positions? If there is some bad news that affects a sector ETF, the door could be too narrow for all the investors wanting out.

Thanks in advance ...... Larry
Read Answer Asked by larry on January 16, 2017
Q: Is there a way of reviewing the "Member Updates" section -- i.e., the monthly commentary where you make changes in the portfolios, etc.? I'm usually pretty good at keeping those notes, but I didn't for last month, and wanted to review your comments on your portfolio changes. The rationale you provide behind your choices is always of interest. Thanks. (I know what the changes are, just looking at the portfolios, but would want to look at your notes from that time.)
Read Answer Asked by Sylvia on January 16, 2017
Q: Peter and Team,

I hold basically the balanced equity portfolio with CSW.A,KBL,and L added plus a portfolio I've been building to US/International. In the US/International portfolio I currently hold XYL, SBUX, V, JNJ, and VXUS. I was considering selling some or all of L and CSW.A to add some more international names and was thinking initially of GE and PFE. These changes would be made within an RRSP (the entire portfolio is spread over TFSAs, RRSPs, and RESP).

What are your thoughts on such a move? I should point out that L is less than 1% weighting and CSW.A is approximately 3% of total equity exposure.

Are there other US/International names I should focus on?

Thanks,

Marc
Read Answer Asked by Marc on January 16, 2017
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