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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: What do you see as the top 5 defensive stock plays for both Canada and the US as it stands today?
Read Answer Asked by Mark on June 10, 2021
Q: I’m 71 years old. As I get older I’ve tried to simplify my portfolio, going from about 50 stocks years ago, to my current portfolio of about 16 stocks, 3 ETFs and 15% cash.
I am a subscriber to your Portfolio Tracking and Analysis service and I’m told I need to make changes to reach a suggested asset allocation and portfolio diversification. Right now I’m tech, utilities and financial services heavy.

Here’s what I’d like to do:
The following set up gives me an allocation of 70% equities, 20 % bonds and 7% cash. I’m comfortable with this and have gone through many 20 and 30% corrections in the past 30 years without too much despair.

In my Canadian cash account I’d have CDZ, FTS, AQN.
Locked in RSP (LIRA) I would have AAPL, ZSP, ZEM.
Unlocked RIF I ‘d have CLF, ZAG.
TFSA would have QQQ, ZEM, ZDI, CSU, TOI, SIS.
I’d like cash around 8% of portfolio.

I’m wondering if I have my portfolio diversification covered and if the right stocks or ETFs are in the appropriate accounts for best tax efficiencies?
Your input would really be helpful.
Thanks
Frank
Read Answer Asked by Frank on June 10, 2021
Q: Could you suggest five Canadian and five American companies that would benefit from inflation. Could you also suggest five Canadian in five American companies that would benefit from higher interest-rate. Thanks
Read Answer Asked by Paul on June 10, 2021
Q: Any information that you can provide for this upcoming ipo would be appreciated
Read Answer Asked by Todd on June 10, 2021
Q: Hi 5i
Currently holding BMO for last 3yrs and see that its share price appears to have increased about the same as CM but appears to have increased quite a bit compared to the others, in last 6 months, TD, BNS and RY.
Why do you think this is happening and Is this something that would be cause for concern? Would you continue to hold or lighten up? My Position size 4%
Even though its a bank, I begin to get uneasy when share prices seems to be out of step with peers.


Thx
jim
Read Answer Asked by jim on June 10, 2021
Q: This sounds like a great idea, over the years other fund companies have had income for life ideas, Some with guarantees, one off market corrections can cause havoc. The Dynamic one went into protection mode then you were only guaranteed to get your own money back.
This one the fund company does not take on any risk, the investor does. there is more then one risk to look at.
Here is a link to a good article.
https://www.moneysense.ca/save/investing/is-the-longevity-pension-fund-a-cure-for-retirement-income-worries
Read Answer Asked by fwb181 on June 10, 2021
Q: Hi Team,
I have noticed ATZ has been recommended quite a bit recently by 5i as a favorite. I didn't see a report on it yet when I looked, so I was wondering if you could elaborate a bit as to why this stock looks good right now (business prospects, growth, re-opening play?, valuation, etc), and if it would be one of your top picks in the canadian market to buy right now? Or if there is another compnay you prefer better in the consumer discretionary space within canada? Thanks
Shane
Read Answer Asked by Shane on June 10, 2021
Q: What do you make of this New Som Sef/Purpose Fund guaranteeing a 6.15% Yield for life?
Thanks!
Read Answer Asked by Austin on June 10, 2021
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