Q: I have always struggled to categorize into sectors the companies I own. What guideline would you suggest to use to make this exercise accurate and hence more meaningful.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I recall seeing a report on stocks that are good to buy at tax loss season, but cannot find it. Would you please guide me on how to find this report.
Q: Is there a Canadian equivalent or similar product to the American Treasury Inflation-Protected Securities, or TIPS? A Canadian TIPS-like ETF for the retail investor?
Thanks
Thanks
Q: I hold both Blue Ribbon Income Fund ( 6.4% dividend) and Canoe EIT income fund (10.2% dividend ) Blue Ribbon is 6% of my total portfolio and Canoe is 1% of portfolio. Would appreciate your thoughts on both of these and would you suggest selling and if so what would you purchase.
Second question, a little out of the box but if you wanted to start a risk portfolio, maybe 2 stocks, which ones would you recommend. By risk I mean potential to lose but with a potential upside to make a big profit in the next year or two. You might call this a speculation portfolio that has the money you can afford to lose.
Regards
Wayne
I just joined in July and do enjoy the information you put forth.
Second question, a little out of the box but if you wanted to start a risk portfolio, maybe 2 stocks, which ones would you recommend. By risk I mean potential to lose but with a potential upside to make a big profit in the next year or two. You might call this a speculation portfolio that has the money you can afford to lose.
Regards
Wayne
I just joined in July and do enjoy the information you put forth.
Q: I am relatively new to self directing my investments. Now have my long term portfolio set up for my registered accounts that is progressing quite well, I am now looking for a home for some cash savings. As I have some significant capital losses accrued, what recommendations would offer to take advantage of them?
Q: I have some money in the Steadyhand Small Cap Fund, which recently changed managers, now Joe Sirdevan from Galibier. Do you know him and his track record at Jarislowsky, where he was previously? Would you recommend him as a money manager?
Thanks.
Thanks.
Q: Hi 5i: As part of my RIF portfolio I hold three ETFs, namely one S&P (45%), one TSX (35%) and one for developed ex North America (20%). Do those percentages seem reasonable to you? I also have a chunk of the portfolio reserved for fixed (safe) income, so I'm not worried about safety, just efficiency.
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
Thanks
Q: Hi Peter and team
When making a diversification spreadsheet of my portfolio, how can I properly allocate my stocks in to the different groups like tech, telecom, energy etc?
Is there a place where I can find out.
Thanks
Margita
When making a diversification spreadsheet of my portfolio, how can I properly allocate my stocks in to the different groups like tech, telecom, energy etc?
Is there a place where I can find out.
Thanks
Margita
Q: How do capital gains work with US stocks? In addition to the gain, do you have to factor in the exchange differential rate from purchase to sale. If the US dollar increased in value during this period, does that increase the gain to be declared and the other way around? Thank you for the great service.
Q: Just to let you know, I tried to log on using Lana's link and I was told at 1:04 Toronto time that the session is full contact administrator.
Hope you will make recording available to those not able to enter the session
Sheldon
Hope you will make recording available to those not able to enter the session
Sheldon
Q: I recently received Coty shares for my PG shares and since it will take time for Coty to bring benefits of merger with PG brands I am lookiung at switching 50% of my Coty shares for Nestle or UL. The funds are help in a RIF and my time line is two years. Please advise.
Hamish
Hamish
Q: There seems a fanatical feeling that Reits and Utlities will be impacted by a higher interest rate moves by USA.How does that affect Canadian companies if Canada doesn't follow suit or by very little interest moves.Which Reits do you feel won;t be impacted ?
Q: NOT TO HAPPY WITH THIS FUND. SHOULD I SELL ALL NOW OR WAIT FOR DISTRIBUTIONS TO BE PAID THIS MONTH? WOULD YOU PLEASE ADVISE A BETTER PLAY FOR FIXED PORTION OF PORTFOLIO. WE ARE IN OUR EARLY 70'S AND RETIRED WITH 60% EQUITIES, 25% CASH, 15% IN GGF31222. WOULD LIKE TO BEGIN DEPLOYING CASH IN THE NEXT FEW WEEKS FOR SANTA RALLY. YOUR THOUGHTS PLEASE.
Q: I am currently trying to diversify my portfolio with US and international exposure.I know you or i do not like fees but i have no experience in this area and you do not provide a US model so i am asking your opinion on investing in a hedge fund or looking at funds like Cambridge in particular provides but at a 2.45 mer.Please help me in my goal to diversify my RRSP
Q: Any suggestions for investing in US Stocks for long term period. Good safe investment with yield and growth potential.
Thanks so much.
Thanks so much.
Q: Hello,
I currently work for a company that has a share ownership program where my contributions are non-tax sheltered, while the matching contribution from my employer is tax sheltered. Starting Jan.1st they are now offering an option to have my personal bi-weekly contribution go into a TFSA instead of the non-tax sheltered option. Seems like a good option to me but I'd like to get your thoughts/comments before I make a decision. Thanks!
I currently work for a company that has a share ownership program where my contributions are non-tax sheltered, while the matching contribution from my employer is tax sheltered. Starting Jan.1st they are now offering an option to have my personal bi-weekly contribution go into a TFSA instead of the non-tax sheltered option. Seems like a good option to me but I'd like to get your thoughts/comments before I make a decision. Thanks!
Q: I was wondering if you can comment on the Forge First hedge funds in specific and in general it is a good idea to be investing in market neutral and income hedge funds when interest rates are rising.
Q: Peter; Regarding Peters question about investing books for his son- I might also suggest his son sits down and read the questions and answers in 5i. You might consider doing a book based on them too !? Merry Christmas to you and all your dedicated employees. I appreciate your in depth insight and plain talkiing advice.
Rod
Rod
Q: TD Bank lists these 11 sectors - going forward and post Trump what would 5is's top picks be for these 11 sectors:
1)in Canada?
2)in the US?
Consumer Discretionary
Consumer Staples
Metals & Mining Index
Financials
Health Care
Industrials
Information Technology
Materials
Capped Real Estate
Telecommunication
Utilities
Thanks kindly.
1)in Canada?
2)in the US?
Consumer Discretionary
Consumer Staples
Metals & Mining Index
Financials
Health Care
Industrials
Information Technology
Materials
Capped Real Estate
Telecommunication
Utilities
Thanks kindly.