Investment Q&A

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

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?

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

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,

Q: Morning guys:
Which one would you buy right now for a 3 to 5 year hold. I own Trican capital so would first service be the better option.
Thanks
Mark

Q: Morning guys:
I owned this in the past. Would this be a good entry point now for a long term hold.
Thx
Mark

Q: How secure is your site against hackers? I would be concerned about someone accessing info on my holdings. If I try the service and decide its not for me and cancel does that affect my existing subscription?

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.

Q: Are the fees for the Portfolio Analytics membership tax deductable

Q: HI how money is this company putting into upgrades of their property's... they seem to be putting a lot of money into building out, and machines etc. from what I have seen. Their customer base are baby Boomers, which is not a grow group.

Q: Hello Team,
after VNR takeout what would be the best replacements choices (similar profile) for this stock in a Portfolio.

Thanks in advance

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

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.

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

Q: Hi 5i:

I have a full position in KXS. Looking to add one of the above as a full position. Which one would you recommend and why?

Thanks,

Docsinc

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?

Q: Hello
Can you explain what is standard deviation and how does one calculate it? I am trying to understand how to calculate it when it comes to options especially for selling put options?

Q: Does the new service include US stocks

Q: does your new service provide daily gains/losses? also can it be used as a watchlist? ie does it accept indices , commodities, currencies ,or other items with but no positions?
thank you.

Q: Sorry for this repeat question. I have a bunch of cash in CAN and US dollar accounts that I want to be more productive and I cannot find the right ticker symbols.

Last year there were several question/answers regarding money markets from TD Waterhouse for both countries. Are you able to find
those ticker symbols?