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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: Thank you for your reply to my previous question regarding sector weighting and the information on etfs for each sector.

I understand weightings should be a personal choice, however, in the past, you have provided general guidance which I found very helpful, example below:

Asked by M.S. on October 02, 2018
5I RESEARCH ANSWER:
With a conservative tilt: Cons. disc 10%; Cons staples 10%; Utilities 10%; Telecom 10%; Real estate 5%; Industrials 15%; Energy 5%; Materials 5%; Info Tech 10%; Health Care 5%; Financials 15%

Would appreciate if you can provide an update to that , or if 5i decides to stop providing that guidance, I will respect that decision too.

Thanks
Read Answer Asked by Steve on June 22, 2020
Q: As a income investor optimism and skepticism seems to be on the downside for reits-how do you feel on Rei.un,Tnt.un,Sot.un going forward.Feels like some lowering of positions maybe warranted.
Read Answer Asked by terrance on June 22, 2020
Q: My Daughter and Son in law have some funds in savings and want to start investing, for a couple starting out with over 100k what percentage and what etfs would you suggest, when I started I was XIC 30% , XSP 40%, VEE 5% and XBB 25%. That was a long time ago and Im sure things have changed.
Read Answer Asked by Peter on June 22, 2020
Q: The government insures up to I believe 100,000. of cash in a bank, correct. If I put my money in a T-bill account at my brokerage the brokerage guarantees up to 1 million. Is that correct and if so would it not be better to keep your money in a brokerage?

thanks, Jean
Read Answer Asked by Jean on June 22, 2020
Q: First are ETFS and ISHARES the same ? i am consideing whichever is appropriate .
i ownPFE JNJ Gld . i guess they are okay paydividends and have some role in vaccine.
i would like to with these to an ETF. Going by your answers i would like to have ABBvie let go of PFE .
JNJ i see your concerns on legal issues however i am okay holding this So please recommend an ETFforthis
Also i would like an ETF FOR med insruments i woud like SYK DXCM ISRG or other companie that fit into this mix
Read Answer Asked by thambirajah on June 22, 2020
Q: Would holding gold stocks act as a hedge against a weaker US vs Canadian dollar?
Thnks Dennis
Read Answer Asked by Dennis on June 22, 2020
Q: Could I get your opinion on Mastercard please. Also would you own either it or Visa.
Unless the trend to less cash reverses these companies should have some strong tailwinds but are never inexpensive from a valuation standpoint. Thoughts pls.
Read Answer Asked by Michael on June 22, 2020
Q: What's with so many stocks trading at above average volumes today? Is this related the TSX index changes for Monday or are there other factors.
Is it a quarterly balancing?
I think ETFs sort out their positions about this time of the year for equal weight ETFs for example.
I often see above average volumes at month end which I thought was funds trying to make their month end holdings look better.
Thanks for your professional opinion.
Read Answer Asked by Madeline on June 22, 2020
Q: As a result of comments from 5i and other factors I initiated partial positions in the above 5 companies (so thanks!). All have done well.
At this point I am looking to add to my positions and wondered if you saw any red flags in any of the 5 companies and also in which order you would rank for adding funds.

Thanks,

Terry
Read Answer Asked by Terry on June 22, 2020
Q: I sent in a question a 3 days ago about using preferred shares in companies in lieu of savings mutual funds like DYN6000. Did you get the question? Also wondering if Preferred shares is a better option because of the dividend then could you give me a list of 6 to 8 in Canada and 4 in the US that you would recommend. Hope both you Peter and Ryan and your families are staying safe.

Regards,

Brendan
Read Answer Asked by Brendan on June 22, 2020
Q: Hi,

I'm underweight Industrials according to the Portfolio Analytics tool and was looking today to add one of CCL and TFII. They are both are in the Balanced Portfolio. Which one would you pick up today?
Thanks,
Robert
Read Answer Asked by Robert on June 22, 2020
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