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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: Further to Fred's question about where to put Trust Units; my experience is never in a Family Trust (or other Trust) as the reporting deadline for BEP.UN is the same as when the the Family Trust return is due, ie. March 31. If you hold BEP.UN in a private corporation you also cannot finalize your corporate tax return until the tax information is received. This goes for all Trust Units (.UN) as well as investments similar to ZQQ.
Read Answer Asked by stephen on April 22, 2019
Q: Hi Team,

Question about income etf's, i have roughly 225k invested. I am 50 years old and have always been an aggressive investor. Usually an 80%equity to 20%income. In which etf or etf's would you allocated the 20%

Thanks
Read Answer Asked by Rino on April 22, 2019
Q: Hello. My question is regarding Management Fees vs MERs. Can you please tell me what is typically included in and MER other than Management fees as the MER is usually higher than the Management fee.

Thank you
Read Answer Asked by Alex on April 22, 2019
Q: Hi Guys,
I hold 500 shares of BCE in 3 accounts RRSP, NON REGISTERED & HOLDING CO ( 1500 total shares )
Average price is 54.00.
With the recent drop in RCI & the fact that it hasn’t kept up in the last 6 months with BCE or TELUS would selling the BCE positions to buy RCI or TELUS make any sense.
Thank you!
Nick
Read Answer Asked by Nick on April 22, 2019
Q: Can you direct me to the list of Canadian companies paying dividends in $ US.
Read Answer Asked by Gail on April 22, 2019
Q: I am a retired, conservative, dividend-income investor.

Q #1 = I have partial positions in CSH, CGX, PBH, TCL. Would you top up any of these positions?

Q #2 = I am a little light on Consumers. I am having trouble finding an ETF in the consumer sectors that pay a "reasonable" dividend. My ideal dividend target is > 3%, but I'd consider > 2%.

Two questions...please deduct 2 credits. Thanks...Steve
Read Answer Asked by Stephen on April 22, 2019
Q: Hi Guys,

Should have provided a little more background on my earlier question about risk in the above Consumer Cyclical stocks.

1) I'm happy with sector weighting, and want to keep it at 15% ish. I want to hold these stock for 10+ years while they grow.

2) My view of risk was around which companies would be in trouble given company specific risk like bad takeover, too much debt...etc. I'm not concerned about market downturn as I've been through several and good companies will survive.

3) In order to keep my weighting I was looking for replacement ideas for the riskiest stocks.

Thanks,
Chris M
Read Answer Asked by Christopher on April 22, 2019
Q: Knowing Sapiens of 5i - 2 questions - do you think that over the next year some increase in exposure to emerging markets is appropriate and would you use VEE or XEC if so and IEMG for US dollar exposure or another US ETF - second might a reduction of exposure to Cdn banks seem reasonable over the next year (ie sell some TD and maybe some BNS) and buy some SLF or another financial Cdn equity for some greater torque - in other words do you suspect the banks may stagnate a bit over the next year and become income only to some extent - best guess please - appreciate your instincts - Ken of Yonge and Eg
Read Answer Asked by Ken on April 22, 2019
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