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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,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David
Read Answer Asked by david on June 16, 2021
Q: Hello, I have a well diversified portfolio with
• Asset: 73% equity, 16% FI (mostly cash), 2% Real estate, and 9% Preferred
• Geography: 37% in Canada, 38% in US, 10% in Global (not counting cash)
• Sector: 18% in utilities, 18% in Finance, 24% in high tech, 8% in consumer, 7% in multi sector ETFs, 7 % in health, and 5% or less in each Telecom, Material, energy, and Industrial
Portfolio Dividend yield is roughly 2.9%. I like to deploy part of the cash (6 to 8%) in Canadian safe dividend stocks to increase portfolio yield. Investment horizon is 10+ years. I already have Popular names like ENB, BCE, TRP, POW, BNS, EMA, T, TD, FTS, RY, SLF, RCI.b, and AQN.). Here is my question:
Should I add more to the shares I already hold, or do you have suggestions for companies with safe and growing dividend in the sectors I am under weight. I am about 5.16% in Telecom. Option is to add more to BCE, Telus, and/or Rogers? Is this a good strategy or should add more to growth stocks since I have 10+ years of time horizon.
Thanks for your support.
Read Answer Asked by Naren on June 16, 2021
Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
Read Answer Asked by Carlo on June 16, 2021
Q: Could i have your opinion on Applied Therapeutics ?
Read Answer Asked by Richard on June 16, 2021
Q: I own TRP, ENB and PPL in my regular investment account. In my TFSA I hold small positions in KEY and SIS. I am retired and looking for income primarily but think 4 pipelines is probably too many. I am thinking of selling either PPL or KEY and buy more SIS. Thoughts and what pipeline would you sell?

Ken
Read Answer Asked by Ken on June 16, 2021
Q: I am looking at what to do with cash in my TFSA once cash from PHO is available. (nice gain -thank you !)
Shown below are existing positions in my TFSA that are in negative or small positive territory. My portfolio has a good weighting in tech, so staying in that sector not necessary. Would appreciate your thoughts on which of these (if any) you would choose to add to and in what priority. As always, thank you .
QST ( -24%, currently 0.8 % of total portfolio)
XBC ( -32%, currently 2 % of total portfolio)
AT (0%, currently 1.25% of total portfolio)
EGLX (+4%, currently 1.45 % of total portfolio)
MRS (+4%, currently 0.3 % of total portfolio)
U (-25%, currently 1.4% of total portfolio)
Read Answer Asked by Alexandra on June 16, 2021
Q: I seems to me that LNF is (or has been in the 6 months I've owned) more volatile than any of my other holdings, going up or down frequently as much as 2 - 3% on a daily basis, and often in the absence of news.
What might cause this? I have no particular concerns (unless you tell me I should have <g>) and am not considering selling, but am curious.
Is it because of their small size/market cap, relative to my other holdings (banks, BCE, Telus, Enbridge . . . ), because their shares are relatively thinly traded, or something else? It's almost enough to make one sell on the up days and rebuy on the down days, since they're so close together time-wise and so far apart price-wise . . . just kidding!
Read Answer Asked by Lotar on June 16, 2021
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