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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,
Great job on the P.A.!! I found it extremely quick and easy to enter my data and will go through the resulting report soon.
One question I have, however, is: can I (or how do I) add our investment in our daughter-in-law's company? It is a private company and it represents slightly over 3% of our total PF. The easiest would be to add the cash value, but then I wouldn't want it categorized as Cash. One of your previous answers alluded to being able to add holdings that fall outside the box, but there were no specifics.
Also, I can't remember if you have a FAQ on the P.A. page or not, but it if not, it might help a bit.
Again, congratulations on a great job!!! Everyone at 5i should feel very proud indeed!!
Cheers,
Mike
Read Answer Asked by Mike on March 28, 2019
Q: I have a few questions about the new Portfolio Analytics service.

1. How does the Portfolio Analytics service differ from the Portfolio Review service that was offered in the past few years?

2. I don't see the Portfolio Review service anymore on your web site. Has it been cancelled?

3. A lot of personal financial information about me would be stored somewhere on your servers. How is this data protected? What is the privacy policy?

4. Has 5i Research ever been hacked?

5. Morningstar has an "Instant X-Ray" tool, which is used by Sunlife where my DCPP is held. Is your tool similar to this X-ray tool, where I can x-ray my portfolio at ANY time myself to get asset class, sector allocation, country weightings, stock style, fixed income style, etc. It's not clear to me that I will be able to do this myself at any time I want, or will I need you to "x-ray" my portfolio for me?

6. Information changes all the time with DRIPs, buy and sell transactions, etc. It would be up to me to keep the information up to date in this system. Every time I do that would I get a new report automatically pointing out over or under allocations, suggestions for improvements etc.? I guess the question is how many times in a year can I get a "second opinion" from this service?


Read Answer Asked by Paul on March 28, 2019
Q: Is there any advantage or disadvantage if I buy any of above stocks to my registered accounts (TFSA,RRIF) on Canadian versus US stock exchange.
What is the better choice and why?
Andrew
Read Answer Asked by Andrzej on March 28, 2019
Q: With your portfolio analytics you mention in some answers that it will also track portfolios. I'm just trying to grasp to what level. Could this be a replacement for say Yahoo finance, where it would be our go to daily portfolio tracker for up to date gains/losses on holdings, portfolio performance (yearly included), also since most of us will have tfsa, resp, rrsp, non reg holdings, will it give overall performance of all combined? Thanks,
Read Answer Asked by Adam on March 28, 2019
Q: On Portfolio Analytics, if my understanding is right, you screen all portfolios (TFSAs, RRIFs, US accounts and etc.) then make a total evaluation of the entire portfolios together.
Read Answer Asked by Herbert on March 28, 2019
Q: Are the fees for the Portfolio Analytics membership tax deductable
Read Answer Asked by Bruce on March 28, 2019
Q: Hello and congratulations on the new portfolio analytics roll out. I have started to enter my data. I notice the system allows Unregistered, RESP, RIFF, RRSP and TFSA. I have a LIRA should I enter this with my other RRSP holdings? I am also wondering about my wife's accounts. Should I lump them in with my holdings or is there a way to separate them? Thanks as always
Read Answer Asked by Frank on March 28, 2019
Q: Your new portfolio analysis tool sounds perfect for me. I am my own advisor (with help from 5i). So I have signed up. I wonder how I should approach the questionnaire on what my risk level is. For our RRSP’s I am a conservative income seeking investor. For TFSA I am a growth investor. In a smaller non registered account an aggressive growth investor. I should add I have a very good defined pension.
Read Answer Asked by David on March 28, 2019
Q: Hi there 5i. With a pending takeover; I am wondering if there is an opportune time to sell my shares in GS or if I should hang onto them in the event there is an increase in value or a trade off in shares of the buyer, or are there other options? I am currently down approx. 13%. Thank You so much for your excellent service. Glynn
Read Answer Asked by Glynn on March 28, 2019
Q: What is your view on the VNR takeout. Seems to me there could be a good chance for a rival bid as the premium is not huge and there has been considerable corporate activity(buyouts ect.) in the North American utility space. Do you expect this is a done deal OR potential bidding war?
Read Answer Asked by Robert on March 28, 2019
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