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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 5i
3 analysis requests per above : can you comment on these ETFs in regards to North American holdings overlap and geography overlap for the international exposure etfs (all are 1/2 to full positions). If you have replacement etf options please feel free to comment. Finally in regards to respective sector identification / allocation what would 5i recommend for the north american focused etfs (source the fund fact disclosure or simply enter as an index?) Thanks for the innovative hi level investment platform & your service.
Read Answer Asked by Brant on February 20, 2020
Q: Hi, Can you name a few companies say 3 Us and 3 canadian companies who have been prolific in creating value for their shareholders either by buying back shares/not increasing their share count while growing consistently. A small dividend if applicable but leaning more towards growth in earnings. Preferably with some sort of monopoly or advantage in their field. Thank you.

Shyam
Read Answer Asked by Shyam on February 19, 2020
Q: I am looking for an international equity ETF that has a portion (+/-25%) of its holdings in technology but a good balance of other areas? thanks, Jean
Read Answer Asked by Jean on February 19, 2020
Q: I have a larger cash account with a 10+ year horizon and would like generate capital gains only and no significant dividends. I like the Horizon TRI funds but would also like to invest in some individual stocks. Could you recommend some good stock (or other ETFs) that pay out little or no dividends.
Thanks!
Grant
Read Answer Asked by Grant on February 19, 2020
Q: My wife and I each have about $110,000 in our RRIF accounts. Because of poor performance by our broker, we have decided to manage the RRIFs by ourselves. We are both in our mid-eighties so we would like stocks with good yields but not more than moderate risk. Yield is more important than capital gains in those accounts. Can you suggest about 8 to 10 stocks that meet those criteria? Thanks for your help.
Read Answer Asked by George on February 19, 2020
Q: Two questions about the Canadian listing of Fairfax India Holdings (FIH.U:CA)
1. I was looking to buy it my Canadian Margin account - but it quotes the price in USD. Would I be buying this in USD? I don't understand.
2. What are your thoughts about this stock for the long term? I'm looking to buy it for my 5 year old daughter's future.
Thank you.
Read Answer Asked by Toge on February 19, 2020
Q: Hi guys, I own the following with the respective total portfolio weightings. My TFSA is all CDN and RRSP is a mix of USD/CDN. When I rebalance, should I try and rebalance with respect to % of TFSA and % of RRSP or rebalance each holding as a percent of overall portfolio? If the latter, I would consolidate some of the holdings in my TFSA to bump up the individual weightings. Are there any obvious adjustments that I should make? I’m heavy on AAPL but have sold so much of it over the years I’m very tempted to let the remaining shares ride.
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%
Read Answer Asked by Mark on February 19, 2020
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