Q: Can I get your thoughts on this Hong King listed company.
Thanks
Thanks
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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 helping my son pick mutual funds for his work RRSP as he now has more funds that he can choose from. My question is that he can select a pure US mutual fund
( better return than the one he currently owned) and a Pure international fund but the international fund has a lower return over 1,3, 5, 10 years than the one he currently invested in over the same time period which is a combination of US and International holdings. If he invest in the pure US fund his US Allocation will go up and international will go down. He has many years before retiring so would it be best to invest in the pure US and pure International to keep weight more balanced? He has also some in the Canadian mutual fund. All funds are managed by Blackrock.
Thanks
( better return than the one he currently owned) and a Pure international fund but the international fund has a lower return over 1,3, 5, 10 years than the one he currently invested in over the same time period which is a combination of US and International holdings. If he invest in the pure US fund his US Allocation will go up and international will go down. He has many years before retiring so would it be best to invest in the pure US and pure International to keep weight more balanced? He has also some in the Canadian mutual fund. All funds are managed by Blackrock.
Thanks
Q: Just a follow up to Terry's question regarding the coverage summary report, I think the PDF file is posted on 1/6 but the Excel file is still missing.
Thanks
Thanks
Q: In the future could you email us when your monthly portfolios are available?
Also, where can I find a list of your latest summary of your 60 plus companies?
Thank you
Also, where can I find a list of your latest summary of your 60 plus companies?
Thank you
Q: In the 5i portfolios there are 3 Consumer sector categories. Is it safe to assume that C.Cyc and Cons.Disc are the same or is there a distinction?
Q: I'm looking for some growth prospects with a more speculative mindset. What companies would you recommend?
Q: What would be your top 3 energy stocks at this time?
Thank you
Thank you
Q: In trying to decide which ETF’s to buy, I am concerned with the credit duration of some.
Ex: XTR 3.78 yrs. ZMI 3.77 yrs. VCNS 7.82 yrs
What is the significance of these in view of the current business cycle mainly interest rates.
Also, at this time would you favour an ETF more or less exposed to bonds currently. Is a fund manager able to quickly sell his bond holdings quickly when interest rates rise, what is their strategy ?
Thank you so much.
Ex: XTR 3.78 yrs. ZMI 3.77 yrs. VCNS 7.82 yrs
What is the significance of these in view of the current business cycle mainly interest rates.
Also, at this time would you favour an ETF more or less exposed to bonds currently. Is a fund manager able to quickly sell his bond holdings quickly when interest rates rise, what is their strategy ?
Thank you so much.
Q: I hold utility and REIT typ etfs in my portfolio like CSH.un, BIP, BEP, H, ...which represent 30% of my portfolio, I'm 68 and retired, would it be risky to consider these type of investments as near like bond investments in a 60% stocks -40% bond portfolio? Thank you!
Q: For the more passive investor have you considered a small portfolio of ETF's that complement each other and provide a steady flow of income? I have stocks in addition to 4 ETF's yet I'm not sure if the ETF's I have are a good 'set' or have too much overlap. Maybe an addition to the 3 Portfolios you have now, one made up of X number of ETF's.
Q: Hi Peter and all 5i, Happy new year to all of you, and thanks for providing this wonderful service. I'm starting my RRIF withdrawals this year, and wanted to ask if you think my assumption for return on my portfolio is reasonable. The calculators that are online, require a percentage return, for each year. Presently, my RRIF is producing 4% in dividends, so I entered 6% in the return of the total portfolio. Portfolio is similar to your "Balanced". Do you think I'm being too conservative? Thanks
Q: Hi Team,
There have been numerous corrections on Wall Street between the great depression of the 30s and to end of 2019. I would like to know the timeline and the extent of such pullbacks in excess of 15% during this period.
Cheers,
There have been numerous corrections on Wall Street between the great depression of the 30s and to end of 2019. I would like to know the timeline and the extent of such pullbacks in excess of 15% during this period.
Cheers,
Q: Hi :
where is a good place to find the beta value of a particular stock ?(large cap REITS, banks, Utilities)
I normally use the one shown on my TDwaterhouse account (is it reliable ?), I also check the drop in price from the 2008-2009 TSX crisis. I am trying to calculate what the beta of my porfolio is.
where is a good place to find the beta value of a particular stock ?(large cap REITS, banks, Utilities)
I normally use the one shown on my TDwaterhouse account (is it reliable ?), I also check the drop in price from the 2008-2009 TSX crisis. I am trying to calculate what the beta of my porfolio is.
Q: With increasing political tension between Iran and the United States, what effect could that have on Canadian and US stock markets?
Q: Hello, I have heard that AirBnB will go public in 2020. Do you know when will that be? Is there a website where we can see when a new IPO is offered? Thank you, Gervais
Q: are there any companies or equities that invest in Canadian indigenous peoples that are tax payer funded that can be invested in. have a super 2020.
Q: I was reviewing my portfolio and thinking about 2020. Right now I have a large cash position and will want to invest some of that next year. But in what stocks?
An interview with Sir John Templeton on ROBTV many, many years ago came to mind and it may be a good advice for others.
Sir John was asked when was a good time to buy a stock and he stated "at the point of maximum pessimism".
Then he was asked when was a good time to sell a stock and he replied "you sell a stock when you find a better stock to buy."
I hope I can remember that advice as we move into and through 2020.
An interview with Sir John Templeton on ROBTV many, many years ago came to mind and it may be a good advice for others.
Sir John was asked when was a good time to buy a stock and he stated "at the point of maximum pessimism".
Then he was asked when was a good time to sell a stock and he replied "you sell a stock when you find a better stock to buy."
I hope I can remember that advice as we move into and through 2020.
Q: In regard to the question by James regarding a book on financial management in retirement, he might find the book "Retirement Income for Life" by Fred Vettese helpful. Fred Vettese is an actuary and his book is full of useful information about decumulation of RRSP's and other savings accounts to provide retirement income.
Q: Hi Team
There was article on BNN “10 stock that help define the Decade” In your opinion is there any stocks or theme that will define the next decade.
Thank you
There was article on BNN “10 stock that help define the Decade” In your opinion is there any stocks or theme that will define the next decade.
Thank you
Q: good morning 5i and all the best of the season to you.
in a question asked earlier this morning someone asked about some core holdings in a tfsa. you gave a handful of stocks which look good. i am always trying to allocate stocks in the best account. one of the points i look at is dividend yield. i try to gwt higher yielding Canadian stocks into my non registered account in order to get the dividend tax credit. of course you lose this in a tfsa. i noticed that a couple of the stocks which you mentioned as core holdings in a tfsa had dividends. MG for instance has over a 2 % yield. i was wondering what considerations do you take into account when looking at putting a dividend paying stock into a tfsa?
thanks
in a question asked earlier this morning someone asked about some core holdings in a tfsa. you gave a handful of stocks which look good. i am always trying to allocate stocks in the best account. one of the points i look at is dividend yield. i try to gwt higher yielding Canadian stocks into my non registered account in order to get the dividend tax credit. of course you lose this in a tfsa. i noticed that a couple of the stocks which you mentioned as core holdings in a tfsa had dividends. MG for instance has over a 2 % yield. i was wondering what considerations do you take into account when looking at putting a dividend paying stock into a tfsa?
thanks