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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: Good afternoon, I'm feeling grouchy about my TFSA today. Quite a few of my holdings are underwater. Tech is the only area that has shown me any growth. I am down 46% on XTC, down 80% on HWO, down 36% on GUD, down 6% on BCI, up 5% on DOL, and down 6% on SIS. I know I can't claim losses but is it time to dump some of these and redeploy. I don't need the cash and can be quite patient and I know my tech weightings are getting high but it seems as though that's where most of my winners are. How high would you let your tech weighting go in a TFSA that is a long term savings vehicle. Thoughts?
Read Answer Asked by Rod on December 03, 2020
Q: Good morning,
Q1. Your thoughts on FAI ETF as a core holding in a RSP and/or TFSA account would be appreciated.
Q2. I currently hold in my RSP (US$) and TFSA some of the names held in the FAI ETF (AQN/BIP/PKI/BAM/EMA) and would appreciate your thoughts on each of these companies and whether or not it would make better sense in terms of risk and growth potential to simply replace each of these companies with an equivalent purchase of the FAI ETF.
Thank you.
Read Answer Asked by Francesco on December 03, 2020
Q: Could you please comment on the long term viability on Romspen investment mortgage fund. Approximately 30 per cent of their mortgages are currently non performing although they have increased their month payout recently. As a holder of the fund should I be looking to divest under their proposed changes to the Declaration of Trust . Use as many credits as you feel appropriate. Thanks for you help.
Read Answer Asked by Ian on December 03, 2020
Q: Hi, when weightings are discussed in questions from members, e.g. BCE is x% of a portfolio, does the portfolio include both the equity and bond portions or just the equity portion? Thanks, Martin
Read Answer Asked by Martin on December 03, 2020
Q: A recent question was asked to explain the difference between BEP.UN and BEPC. In you answer you stated that in a registered account BEP.UN gets a higher yield, but the tax credit is lost. Could you please explain 1) why BEP.UN would get a higher yield in a registered account and 2) the tax credit being lost, are you referring to the tax dividend credit. Thanks … Cal
Read Answer Asked by cal on December 03, 2020
Q: Hi 5I,

Can you please put the company name in your answer to Gregory's Dec 3 question so that we can do a text search: "How do you like the look of the IPO?"

Thx
Read Answer Asked by Christopher on December 03, 2020
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