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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: Hello 5iR,
I have a RIF account in Canadian dollars and one in US dollars. Are these treated as ONE account for tax purposes so that I can freely move cash or stocks between them? Or would a transfer of shares or cash be considered a withdrawal or addition and hence be a taxable event? I would think that these account really are considered One RIF. Thanks you for your answer. Cheers
Read Answer Asked by Hans on October 31, 2022
Q: Hello, Can I get your take on how the markets react during a recession? It seems we are heading into a recession in 2023. Do markets drop further? Do company earnings drop? What sectors if any do you see doing okay during a recession? Do I hold off on buying stocks till middle of 2023 and just stick some money in short term gic/treasury bills? Trying to figure out how to prepare my portfolio for a recession. Thanks
Read Answer Asked by pietro on October 31, 2022
Q: I recently read a short article on CDR’s on the NEO exchange designed, by CIBC, to gain access to American companies without worrying about currency exchange. What is your take on CDRs and how does one access them?
Read Answer Asked by Lloyd on October 31, 2022
Q: With the addition of my late husband's TFSA, CSU, which I also hold, has become close to 10% of my portfolio. I am several years into retirement. I have 2 questions: Is this a reasonable stock to hold when one is well into retirement? If I keep it, should I reduce it by half? this stock, a long term hold for both of us, has done so well for me I'm reluctant to let go of any of it!
Read Answer Asked by M.S. on October 31, 2022
Q: Is there an equivalent to ZLU in US Dollars? I would like to invest in ZLU but since it will be in my RRSP i think i should invest in US Dollars if possible. There are many funds that follow the S&P 500 Value Index but ZLU has outperformed those over the last few years.
Read Answer Asked by Rob on October 31, 2022
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