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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: Through the pandemic I have decided to remove certain names from my Canadian portfolio that I was less confident in. I am now down to 19 positions from 25 originally. Also with this I have built up more cash than I would typically have. I know you guys advocate being mostly invested, but I am having a hard time finding names that I am bullish on through the pandemic that I do not already currently own. The portfolio is roughly a mix between your growth and balanced portfolios. Would you continue to hold approx 10-15% in cash or add in some sort of growth ETF for the short term until we are through the pandemic and things return to normal where I can expand my portfolio again. If so, which Canadian etf would you add for the short term considering the details i have shared?
Read Answer Asked by justin on October 19, 2020
Q: Are there any companies i should look into that are in the machine learning and A.I. space. I believe there has been and will be great opurtunity here
Read Answer Asked by Tim on October 19, 2020
Q: I do not believe ZSP.U would be exempt from US withholding tax. Could you confirm this? If not what ETF's would be exempt from US withholding tax for a Canadian investor? ZSP is subject to US tax and worth about .24% and on a larger account significant. Thanks for your help.
Read Answer Asked by Terry on October 19, 2020
Q: I am currently looking at taking a position in a preferred issue. I have identified BPO.PR.C and TRP.PR.C. as two that might fit my portfolio. The concern i have with TRP.PR.C is that of it resetting on a floating rate basis viz a vis BPO.PR.C which would be less desirable. Both companies are creditworthy to varying depgrees, so it comes down to the reset standard and reset dates. Could you please provide your comments and feel free to add any other similar preferred issues.
Thanks, David
Read Answer Asked by david on October 19, 2020
Q: What 3 Cdn and 3 US equities would you currently select (without regard to sector) as your best picks for an investor seeking both a) the six "safest" equities over the next 12 months as in lowest downside risk in your opinion, and b) the six most likely to provide at least a 5% total return over that period? Tough one but perhaps very helpful for part of an overall portfolio - Ken
Read Answer Asked by Ken on October 19, 2020
Q: Greetings,

I would like to transition an account that was being handled by an investment firm to one that would be income based, and self administered. I will start with approx 100K and add to it as funds come available. I am considering the income portfolio as a guideline. If I were to start with 12 names from the portfolio, which would you be most comfortable purchasing today? Or would you recommend all 22 names and adding to each as funds come available? I have a minimum 10 year timeline, if not longer. I currently follow the balanced portfolio and could not be happier. This account is for my bride and she prefers less risk. Thanks in advance, as a PSA, I have been a member since 2017 and haven't slept better since joining. Thanks!
Read Answer Asked by Kelly on October 19, 2020
Q: Thanks to 5i, I've had the best year ever in the stock market. I've recently been trimming some high beta stocks that have become overweight in my portfolio. Not knowing much about bonds, never owning any, I'm looking at ZBD to park the cash. In Feb 2019 you said" . Any mutual fund or ETF technically does not guarantee any capital, so although ZBD is very safe and provides a higher yield than a high-interest savings account, there is always a 'risk' with bond funds." Can you expand on what the risk is, does the current enviroment add to the risk?
Read Answer Asked by Charles on October 19, 2020
Q: I am looking to alter my financial holdings into November and currently hold. 1 % position in WFC, BMO, BNS, FSZ, and SLF. I am considering replacing BMO and BNS after/before month end respectively and taking up positions in IVZ and JPM on any pull back.
What would your advice be, and/or do you have any more preferred suggestions?

Thank you in advance

Peter
Read Answer Asked by Peter on October 19, 2020
Q: Hi there. I hold positions in ABBV, PFE, MRNA, and AMGEN. I am looking for some supplemental help in the healthcare space and considering MDT, WBA, JNJ(on pull back and aware of legal risks).

What would your opinion and/or recommendations be on these companies JNJ/WBA/MDT Do you have one or two alternatives for a dividend conscious investor?

Thank you so much.
Peter
Read Answer Asked by Peter on October 19, 2020
Q: Hi,
I wanted to increase international equity exposure by adding ETFs. I currently own VWO (about 3%). What is your view on VIGI and VEU? Could you suggest 2-3 other names? Thanks,

Martin
Read Answer Asked by Martin on October 19, 2020
Q: Received the notice of the investment seminar too late
Is there a link for Peters session and/ or recommendations of other presentations that impressed the 5I team at the conference?

I would think the 5 I take would be important to the family of subscribers 😎😇

Peter
Read Answer Asked by Peter on October 19, 2020
Q: Hi 5i
Would you please provide me with a list of (3 CAN and 3 USA),
low beta stocks/ETF with some opportunity for growth.

Thank you
Read Answer Asked by Fernando on October 19, 2020
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