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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: My average annual return based on 5i guidance is 13.3% over 8 years. Can't argue with that. Thank you.

Question: XWD, for example, is a global ETF which invests in 5000 companies around the planet, which has returned a very steady (almost a straight line) 13.09% since inception.

So why not sell my 40 stocks and simply buy a combination of:
- XWD (growth)
- CBO (fixed income + security)
- XGD (security)
and call it a day? This would have returned say 11% - 12%.
Pretty close...

Maybe this should be addressed on your ETF site, but I thought it was worth asking here.

As usual, thank you for your sound advice.
Read Answer Asked by J Carl on May 01, 2017
Q: Hi, i'am down on win 40%, and do not have anything in the gold sector. Not a gold bug.
My question is, should I get rid of win, "it seems to be doing ok?",and put in OTC, or would you put the proceeds into XGD,or something else?Win and Syz are my only tech stock at 3%
Thanks,Brad




Read Answer Asked by Brad on March 09, 2017
Q: I have no gold in any of my 3 portfolios. I feel that I should have gold exposure. Could you recommend a stock that I could hold for the rest of this year. I would like to see some dividends with a gold stock.
Read Answer Asked by Ken on January 24, 2017
Q: Hi 5i,
My partner and I are 60 yrs. old, both newly retired with no pensions. 50% of our portfolio is in banks (one in the US), the rest in renewables and the occasional tech stock.
We are thinking with Mr. Trump now in office, we should probably look at gold. Presently we have no gold, even though I see comments that 4-6% of your portfolio should be in gold. What would you suggest for us? Stocks, bullion? If stocks, which ones and percentage of each would be valuable.

Thank you!
Read Answer Asked by Wendy on January 23, 2017
Q: Good Morning,I am thinking about putting a gold investment in my TFSA. Could you please give me your thoughts on PME,its'cash flow,strength of the company, and the likelihood that the dividend will be cut.If you have other gold investment thoughts I would appreciate hearing them.
Thank you,Bob




Read Answer Asked by Bob on January 04, 2017
Q: In anticipation of inflation I am planning to buy some gold stock/ETFs. Above I listed some of the Gold stocks I am interested, which one of them would you recommend or do you have another suggestion.
Thanks
Read Answer Asked by Jacob on November 14, 2016
Q: I move in and out of gold depending on my fear level and currently have no exposure. Trump is managing to change my perception, however, and am currently looking for ideas. GLDI seems to have a screaming nice yield, but share depreciation has eaten away any gains over the past year. What would need to happen to the gold price to reverse this trend. Any thoughts or other ideas (excluding GLD and XGD).
Thanks in advance
Read Answer Asked by Kyle on September 23, 2016
Q: Hi team, I'm just starting up my portfolio, and am looking for exposure in the Mining & Metals industry. As my account is still small, I'm trying to avoid transaction fees. Can you suggest one or two ETF's that target this industry, which you like for a 3-5 year hold. While I'm looking for growth potential, a decent dividend never hurt!
Read Answer Asked by Mark on September 22, 2016