skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm trying to create an Index portfolio and I have allocated 35% to the U.S. through the iShares Core S&P 500 Index (IVV). Of that 35%, I am looking at adding exposure to mid cap and small cap U.S. companies to generate more growth. Do you agree with this strategy. I plan to retain a 27% weighting in the IVV and add 5% to a mid cap ETF and 3% to a small cap ETF. I am leaning towards the IJH and IJR due to the low fees.

Thanks,
Jason
Read Answer Asked by Jason on January 30, 2017
Q: I am connected to a 41 year old who is about to start investing and putting some money away for retirement

He has very little investment knowledge
He has about $ 200,000 to invest We are going to start with his TSFA and make the maximum contribution and then we will set one up for his wife

Where is a good place to start Would you recommend a basket of ETF's or buying individual stocks His investment horizon is 20 to 25 years

Which are your preferred ETF'S or your 6 equities

Thank you very mucb

Paul
Read Answer Asked by Paul on January 30, 2017
Q: Hi,

Are any of these companies likely to be affected by Trumps border tax? Also, could you rate your favourites of the above companies. I'm a medium risk investor.
Read Answer Asked by Graeme on January 30, 2017
Q: I am just about to set up my portfolio. I am following your balanced equity portfolio. Most will be put into TFSA. I have to select about 6 to go in non registered. Obviously these would be the ones I would expect lower returns. Which ones should I select? I plan to keep not touch these investments for 8 years.
T Steve
Read Answer Asked by Stephen on January 30, 2017
Q: Hi 5i team, I have a general question on companies being removed or added to the different s&p tsx indexes. On Jan 23 a number of companies were added and many deleted (gte and exe among them), so my question is with these being very large indexes with many eft's and mutual funds holding them, is there actually a lot more buying or selling of these particular stocks by these funds or funds copying them. and if so do they have much lead time before the actual replacement date (jan 23) and would you see more adjustments continuing after the date possibly affecting normal trading of such companies.

thanks Tom
Read Answer Asked by Tom on January 30, 2017
Q: I would find it very useful in future when you update the balanced or income portfolio with a dividend paying recommendation to include in your update whether the dividend paid is eligible for the dividend tax credit or if not, is it more suitable for an RRSP.

On that note is KWH eligible for the dividend tax credit or is it more suitable for and RRSP>

Thanks

Sheldon
Read Answer Asked by Sheldon on January 30, 2017
Q: Good day,

I am thinking the US market could be in store for pullback (5-10%): With that in mind, I am raising a little cash, and am looking to get into a Put position - do you have any US companies that are over priced and have started to break down (from a technical standpoint). I prefer the US as option market is more liquid, but if you don't have any there, a Cdn company would do. Thanks.
Read Answer Asked by Michael on January 30, 2017
Q: 3 months ago I purchased full positions in engh, kbl, gil and sj as value plays looking for growth. My thought is to give the companies 2 years to get back on track. Do you still consider these good companies and do you think they will become good stocks within my 2 years time frame? Thank you
Read Answer Asked by Richard on January 30, 2017
Q: Technology is 15% of my equity portfolio. It is made up of KXS, TNC and OTC at 27% each and ENGH at 19% of the technology component. BTW thanks so much for recommending these. ENGH is "resting" after an amazing run up to about Jan/16. I suspect it will start to move up again if I remain patient. So just asking, would you change anything here?
Read Answer Asked by Danny-boy on January 30, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!