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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: 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.

Read Answer Asked by Jerry on January 21, 2022

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

Read Answer Asked by satish on May 15, 2020

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?

Read Answer Asked by Maria on November 14, 2017