Q: TD Mgd Idx Bal Growth Port - e (TDB852). Would you consider this fund a good choice for a child's RESP, the Child would not need the money for 15 plus years. I lean towards more growth but family would prefer something more balanced. This is close to the"couch potato" method. MER is 1.27%. There are no fees to purchase this e-series fund with TD and no fees to sell after 2 months (not that it would be sold for a long time). It is a mix of their 4 e series funds (40% Canadian bond index, 23 % us index, 20% canadian index and 76 percent international index). Would you recommend something else?
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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: https://www.theglobeandmail.com/globe-investor/inside-the-market/one-minute-portfolio-15-years-later/article37709823/
I read this article in the Globe today that appeals to me because of it's simplicity, low cost (few commissions, no MER's) etc and it's relative performance as measured by the author. I know it a very simple approach and mirrors the Buffet "Here's what you should do when I die" with my money. Would be very interested on your take of this and if you think it would be a good idea or not and why. Thanks Sheldon
(A similar article appeared in this weeks Globe)
I read this article in the Globe today that appeals to me because of it's simplicity, low cost (few commissions, no MER's) etc and it's relative performance as measured by the author. I know it a very simple approach and mirrors the Buffet "Here's what you should do when I die" with my money. Would be very interested on your take of this and if you think it would be a good idea or not and why. Thanks Sheldon
(A similar article appeared in this weeks Globe)
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.51)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.02)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.71)
Q: Good morning. I would like to increase my fixed income allocations and would like suggestions on where best to invest additional cash. I already have enough in GIC’s and our pref shares have been suffering of late but we are below our target in the fixed side. Thank you.
Q: Annual Exchange Rates - US dollar: Where can I get these exchange rates for the years 2011 to 2018? The Bank of Canada web site only shows 2017 and 2018. Thank you.
Q: "Do you know of a source or list of Canadian listed equities that 1) have foreign income streams and 2) pay a growing dividend in Canada? How does someone go about finding this information?"
Try Canadian Dividend All-Stars @ https://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/
Try Canadian Dividend All-Stars @ https://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/
Q: Hello 5i
If you were to take a large position(ie. 50% of your portfolio) in mobile payment space for a 20 yr hold, which US stock(s) would you hold?
If it is not visa could you provide why it is better than v respect to growth and safety.
thanks,
If you were to take a large position(ie. 50% of your portfolio) in mobile payment space for a 20 yr hold, which US stock(s) would you hold?
If it is not visa could you provide why it is better than v respect to growth and safety.
thanks,
Q: I bought ZCL at $14 a share awhile back. With the Shawcor acquisition, would you sell at $9.92, hold, or buy? Thoughts on the long term 10+ potential?
Q: What’s behind Gluskin Sheff’s 7%+ drop this morning? Thanks.
Q: With the announced buy back of shares does this present a buying opportunity at around 31,50 per share?
Q: Considering purchasing SCL who have an agreement to purchase ZCL. What are your thoughts? Sure wish I had held onto ZCL!!!
Thanks
Thanks
Q: Very disappointed in yet another 5i pick in the income portfolio down substantially until a final sell recommendation is released.
You state: "With declining equity markets, lower assets under management and increasing competitiveness in the Canadian financial industry, we have decided to sell Gluskin Sheff"
My question is, why did you recommend it in the first place? All the items applied when you decided to add it to the income portfolio. Seems another stock where you were simply chasing yield without dying proper DD.
You state: "With declining equity markets, lower assets under management and increasing competitiveness in the Canadian financial industry, we have decided to sell Gluskin Sheff"
My question is, why did you recommend it in the first place? All the items applied when you decided to add it to the income portfolio. Seems another stock where you were simply chasing yield without dying proper DD.
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $29.12)
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iShares Diversified Monthly Income ETF (XTR $11.42)
Q: In a recent posting you replied that you favoured both for high dividend etf. If you had to choose one over the other, which one. I hold both in equal amounts.
Q: Hello I was wondering if there was any reason you knew why DHX jumped 20%? I do not see any new news or developments. Thanks as always
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Gilead Sciences Inc. (GILD $119.61)
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QUALCOMM Incorporated (QCOM $153.22)
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Verizon Communications Inc. (VZ $43.24)
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AMC Entertainment Holdings Inc. Class A (AMC $3.05)
Q: HI 5I.
PLEASE RATE YOUR TOP 5 US DIV. INCOME STOCKS BEST TO WORST FROM MY LIST.
ING, AMC, NHI, DWX, VZ, CCL, UN, PFE, PG.
OR YOUR OWN PICKS BASED ON CORE HOLDINGS. THANKS
PLEASE RATE YOUR TOP 5 US DIV. INCOME STOCKS BEST TO WORST FROM MY LIST.
ING, AMC, NHI, DWX, VZ, CCL, UN, PFE, PG.
OR YOUR OWN PICKS BASED ON CORE HOLDINGS. THANKS
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $48.24)
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iShares MSCI World Index ETF (XWD $103.40)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.12)
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iShares S&P/TSX SmallCap Index ETF (XCS $24.67)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $43.28)
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CI Morningstar Canada Momentum Index ETF (WXM $38.04)
Q: What Canadian listed ETFs that are invested more so in growth stocks would be suitable for a TFSA with a mid to long term horizon? I wish to have geographic diversification through one or more ETFs and one or more ETFs investing in small to mid-cap stocks. If there are mutual funds that have better performance, after fees, please list as well.
Q: Could you please comment on the proposed merger with FDC. I am tempted to buy if it were not for the mountain of debt. Nigel
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $163.97)
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WestJet Airlines Ltd. variable voting and common voting shares (WJA $30.99)
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Lucara Diamond Corp. (LUC $0.22)
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Bird Construction Inc. (BDT $30.17)
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Cascades Inc. (CAS $9.94)
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Crius Energy Trust (KWH.UN $8.80)
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Stingray Group Inc. Subordinate Voting Shares (RAY.A $9.89)
Q: Hi 5i
What are your views on these 7 holdings in 2019?
Hold, Sell?
Appreciate it
What are your views on these 7 holdings in 2019?
Hold, Sell?
Appreciate it
Q: I'm looking to buy either GIB.a or OTEX. Which one do you like best going forward and why? Best, Don
Q: Hi ,
Could you comment on the latest report?
and why is it down with high volume.
Do you think this is a good time to add?
thanks!
Could you comment on the latest report?
and why is it down with high volume.
Do you think this is a good time to add?
thanks!
Q: RRSP: SPY, XAW.TO, VXUS
RESP: CDZ.TO, VGG.TO
TFSA: VAB.TO, VXC.TO
Sorry I didn’t quite understand your response to my earlier question. XAW.TO is in my RRSP, which you said was the appropriate place to house ETFs with US dividends to avoid withholding taxes. Why then would removing this from my RRSP result in “tax efficiency”?
RESP: CDZ.TO, VGG.TO
TFSA: VAB.TO, VXC.TO
Sorry I didn’t quite understand your response to my earlier question. XAW.TO is in my RRSP, which you said was the appropriate place to house ETFs with US dividends to avoid withholding taxes. Why then would removing this from my RRSP result in “tax efficiency”?