Q: if NAFTA is torn up which stocks in the Balanced Portfolio would be most affected?
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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: If the Trump tax plan goes through on corporate taxes, this would be a real plus for canadian companies that do a large part of there business in the USA, am i right on this, and what large companies of our's would really benefit?
Thank you
Thank you
Q: Hi 5i Team,
Love your answers, but somewhat frustrating as I cannot do the Canadian thing and thank you after.
I was pondering this earlier this morning, and thought a social media thing like a thumbs up (or down) by the person who raised the question would be nice to have. BTW - all your answers to date would be thumbs up. OR, maybe a 1 to 5 rating (BTW2 - they would be all 5 to date). (but just for the person who raised the question).
Just some possibilities for you to reflect on.
Jim,
Love your answers, but somewhat frustrating as I cannot do the Canadian thing and thank you after.
I was pondering this earlier this morning, and thought a social media thing like a thumbs up (or down) by the person who raised the question would be nice to have. BTW - all your answers to date would be thumbs up. OR, maybe a 1 to 5 rating (BTW2 - they would be all 5 to date). (but just for the person who raised the question).
Just some possibilities for you to reflect on.
Jim,
Q: Hello Peter & Team,
I am looking for something good to read. Can you give any investment book recommendations that aren't in the typical google list of "Best Investment Books", as I have read most of those.
Thank you,
Wes
I am looking for something good to read. Can you give any investment book recommendations that aren't in the typical google list of "Best Investment Books", as I have read most of those.
Thank you,
Wes
Q: 1. While navigating the Questions on the new website, is there a way to quickly search for questions for a particular date. I believe this was possible prior to the changes. This would help those of us who do not regularly read the questions on a daily basis. The only way I can do it now seems to be by keeping on clicking on the few pages at the bottom until the dates of the questions changes from for example today's date to yesterday's date and so on.
2. I was unable to find older Q & A from the time of your inception on many stocks. Have you deleted those older Q & A?
Thanks. Frank.
2. I was unable to find older Q & A from the time of your inception on many stocks. Have you deleted those older Q & A?
Thanks. Frank.
Q: Hi 5i: Thanks for providing the sector percentages. One thing still puzzles me, namely the breakdown of the consumer space into (1) discretionary vs staples or (2) cyclical versus non-cyclical. From my reading it appears that discretionary and cyclical are synonyms, as are non-cyclical and staples. Is this correct? Also, could you tell me which sector Amazon, Priceline and Facebook belong to? Many thanks.
Q: Im looking to add an etf for foreign diversification in my rrsp portfolio. Long time horizon. I just want to "set it and forget it" for this particular etf. I already hold VEE in a half weighting. Looking for low MER and broad diversification across different countries. Any thoughts? Thanks again.
Q: Can you tell me why ex-div, takes an index down a few points
Q: Could you refresh us with what metrics to use when looking at a companies debt to equity ratio?
Also what you consider comfortable levels for an income investors for the different sectors and stages of the companies development/growth.
This is quite a complex question so please charge me the credits accordingly.
Thanks
Also what you consider comfortable levels for an income investors for the different sectors and stages of the companies development/growth.
This is quite a complex question so please charge me the credits accordingly.
Thanks
Q: I'm not a fan of mutual funds and dislike seg funds Evan more. However I have a friend that wants to invest in seg funds and doesn't mind paying the extra frees. He's dealing with a rep from WFG and they recommend this fund. Why are your thoughts on it? What in your option would be the top three seg funds for appreciation?
Q: Hi 5i: I've been reviewing my sector weightings and I'm clearly over-weight in one or two. Could you please post your recommended weights for a balanced equity portfolio? I've now added real estate as a separate sector. Many thanks for your always sage advice.
Q: A Money Saver Magazine had a interesting article (Richard Morrison, July August 2017) regarding that you should invest in places that you would be willing to live and places with low corruption. Denmark #1, New Zealand, Singapore,Sweden and Switzerland were among countries with the higher scores ahead of Canada #8 and the United States #18. Dividend yields are over 4% on the New Zealand and Switzerland etfs and company holding appear solid.
Are there any countries around the world that you are most bullish on and would you comfortable investing in the above etfs say 10-20% of a portfolio of a 30 something year old?
Are there any countries around the world that you are most bullish on and would you comfortable investing in the above etfs say 10-20% of a portfolio of a 30 something year old?
Q: I've recently sold my holdings and am entirely in cash. I'm wondering whether I should wait for a correction and take advantage of some bargains or whether I'm better off getting my money invested and not worrying about marketing timing. I realize you cannot "crystal ball gaze" but I'm interested in your comments regarding staying in cash and waiting for an opportunity to present itself vs. getting back into a portfolio. Thank you.
Q: I'm aware that you don't follow companies outside of Canada but I also appreciate the fact that you make a special effort to answer questions about them to the best of your ability.
With the caveat that I should do my own due diligence, what could you tell me about Australia-based blue chip CSL Pharmaceutical (CSSLY)?
Robert
With the caveat that I should do my own due diligence, what could you tell me about Australia-based blue chip CSL Pharmaceutical (CSSLY)?
Robert
Q: I am 10 years from retirement with no company pension.I have a good size RSP and TFSA along with an equal registered account.In your opinion what percentage of my portfolio should be in bonds and in what type of funds.I only see junk bond funds that are giving any kind of returns but risky while government bonds are only producing 1% returns.What does a guy like me do .I need 10 years of steady 5-6 percent returns to fund s decent retirement but can't bet the farm.I am currently invested in geographic diverse funds and some hedge funds.
Q: If you were interested in buying bitcoin how would you go about it. It may have legs, who knows. Thanks, James
Q: I see wealthica is trying to assume the portfolio tracking business that Google is abandoning. I used Google, but am reluctant to go to Wealthica, as they require you turn over your investment portfolio access and password, which sounds unsafe.
Do you feel they are safe to deal with/
Do you feel they are safe to deal with/
Q: On Globeinvestor, Globe and Mail, this week end . Details of the most shorted companies. on the column : % of shares Short. is this the actual % of the total amount of shares issued?
And also in another table they have the cost to borrow these shares. I remember shorting stocks and never noticed the cost for it on my broker's statement.
Thank you.
And also in another table they have the cost to borrow these shares. I remember shorting stocks and never noticed the cost for it on my broker's statement.
Thank you.
Q: Can you reccomend an ETF or other instrument for short term cash (3 - 9 months).
Q: Hi Guys
What is your relationship with Set Your Stop and capital Ideas, are you just sharing promotions or are they affiliated with your company. thanks
What is your relationship with Set Your Stop and capital Ideas, are you just sharing promotions or are they affiliated with your company. thanks