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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: You currently have > 9% cash in the Income portfolio. In the past you have indicated you prefer to be mostly invested. If my memory is correct, your responses to past questions have referenced the Income portfolio being up x% so far this year (now 13%) vs the targeted 6-8%/year, so you are taking your time to find appropriate investments. Respectfully, I would counter with the multiyear performance #s of 2-5%/year (quite a bit below the 6-8% target), so wouldn't you want the cash to be put to work? I know you just added a new 3% position on Oct 8.

So, I am trying to understand...is the 9% cash level is more of a "strategic" allocation (waiting for a pullback...market timing, which I know you don't believe in), are you still undergoing research for the right investment or is there some other reason?

Please note I am not criticizing. I have loads of respect for the 5iR team and have way more confidence managing my own portfolio knowing 5iR is there to provide guidance. I am just trying to understand the purpose for the cash in the Income portfolio. I too have roughly 7% cash and am struggling to find the "right" investment and put it to work.

Thanks...Steve
Read Answer Asked by Stephen on November 08, 2019
Q: Could you please comment briefly on earnings from the above three stocks. TTD seems to be getting hit, is it because YoY revenue growth is slowing slightly?
Read Answer Asked by Kel on November 08, 2019
Q: I currently owned these 3 stocks and would like to know if adding to them to bring them each up to a 3% weight would be good?I am currently in a loss position for both MX and GUD?
Thanks
Read Answer Asked on November 08, 2019
Q: Over the past 2 months or so SHOP, TTD and MDB are down substantially. All have had earnings events and that did not have a positive impact on share price

I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?

Thank you

Sheldon
Read Answer Asked by Sheldon on November 08, 2019
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