Investment Q&A

Q: Hi

Have a 33% gain on ATH.

Would you let run or change to VDE for safety.

Also this is would be in my cash account. I know the withholding tax would apply to the dividend but no big deal.

My goal is to reduce my Canadian holdings.

Thank you for your time

Mike

Q: Apparently, there are 11 major sectors in the S&P (Global Industry Classification Standard). Could you please list one ETF to best represent EACH major sector of the S&P? For example, would IUIT best represent the entire Info Tech sector of the S&P? It seems the SPDR funds are much more specific than the 11 GICS sectors:
Information Technology
Health Care
Financials
Consumer Discretionary
Communication Services
Industrials
Consumer Staples
Energy
Utilities
Real Estate
Materials

Thank you very much.

Q: According to a G&M article on treat of stagflation, XSB is not a good choice of invest re 40-60 portfolio.
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?

Q: What are your favourite US oil and gas names and one ETF. Thanks and Greetings. Peter.

Q: Hi

Thinking of selling ICLN I am down 21% and replacing it with VDE.

Why!! I think the clean air flavor of the month is dead for a while and want the ride oil shortage.

Also METV still not show the intraday price on my Portfolio Analysis.

Thank you

Mike

Q: Hi Peter, Ryan, and Team,

Like many members as well as 5i, I am increasingly frustrated with PKI. For example, it dropped 5.2% on January 18. :(

We hold PKI in both my wife’s and my RRIFs. Both holdings are still up, but I’m considering exiting PKI while we’ve still made some money.

I was considering equal purchases of SU, CNQ or CVE, TOU, and KEY for each RRIF (2 for each RRIF). Would you be OK with such a move? Please rank these 5 stocks for safety and upside.

Another move I was considering is to raise our US exposure by buying Vanguard’s ETF VDE. (According to Portfolio Analytics, we’re underweight in the energy sector, as well as USA). Would you endorse this purchase, which would be for our non-registered account? Am I correct in assuming that any withholding taxes shouldn’t prevent this purchase in a non-registered account?

I also manage our son’s TFSA, and unfortunately his holding in PKI is down by quite a bit. I intend to hold it, but would certainly exit it if 5i drops it from the Balance Equity Model Portfolio. Is 5i considering such a move?

Please deduct sufficient credits, and thanks as always for your insight and guidance.

Q: In your portfolio analytics, you used to have A list of suggested etfs for each sector. I cannot find this list anymore. Has it been removed? Could you please provide a list of recommended etfs for each sector. Thank you

Q: Hello, looking at adding to my energy sector, already in enbridge.
What's your option on these 3, or other recommendations & as it will be in my tfsa, how could it affect tfsa rules.
Thx Tim

Q: I have no oil stocks so I would like to buy an ETF. Can you give me some choices for 3% of my rrsp portfolio that pays a decent yield of 3% or more.

Q: Morning..best oil ETF in CDN and US to benefit from increased oil prices...

Thanks

Q: Do you think the present time is a good time to step into energy stocks, and if so what would be your preference between VDE or XEG? With thanks, Bill

Q: I own the above energy stocks which mostly seem to still be languishing even with higher oil prices. Do you think this is a good time to buy more of any of these or is the market expecting another downturn in energy?