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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: You have one very greatfull customer here as I had to take over kuz my so-called advisor was buying very high commission products and losing money on top of that. Had to grab the bull by the horns and wasn’t to sure of what I was doing but reading your comments everyday helped to build confidence. With a 7 figure portfolio it was very intense.
I am moving slowly in 5i stocks mostly income generating.12.7% total return this year!!

Very happy holidays to the team and families!
Read Answer Asked by Denis on December 26, 2016
Q: 1. When using technical aides to assist with buying,selling and setting stop losses on ones positions does this time of xmas/ New Years period affect the use of charts,etc as volumes seem to be down some what during this period?

2. Out of curiosity when comparing ones performance of their portfolio against bench marks such as the TSX, Income Funds and/or ETF's,etc.and you are withdrawing 5-6 percent from your portfolio yet these bench marks do not appear to have withdrawals , how would one put the withdrawals in the equation? Or am I comparing apples to oranges?
Read Answer Asked by James on December 23, 2016
Q: My question is about year end taxes for capital gains or losses. If I sell a stock on say Dec 28, is it considered a gain/loss for the 2016 tax year or 2017 tax year? The "settlement date" always appears to be three trading days after the sale date. I am guessing the "settlement date" is the date that is used for tax gains/losses - is that correct? Is there a specific date in 2016 when the gains/losses are considered to be in 2017 - Dec 28?
Read Answer Asked by David on December 21, 2016
Q: When the conversation turns to money, stocks, real estate sales, inheritances, retirement ,funds, etf's etc., a moderately informed person is invariably asked questions about where would "you" put a large sum such as.. $250,000 and leave it safely parked for the long term and also generate monthly income above bank rates? What do you simply and safely tell your father, uncle, friend, etal? Thank you.
Read Answer Asked by Ryczard on December 21, 2016
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