skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Dear 5i;
I am planning on retiring within a year and would appreciate your opinion on my proposed portfolio.
1-40% bond etf`s -CLF,CBO,CPD and XHY.
2-15% in large cap high dividend paying stocks.
3-25% in combination of US and CD stocks.
4-15% inUS ETF`s VFV , VGG ,and ZWH.
5-5% in Asian and European ETF`s -ZDM , VEE .
Do you see anything glaringly wrong with this setup and are there any percentage changes you would recommend ?
I realize a portfolio is a very personal thing but would appreciate your input .Income is important but I'm having a tough time deciding between percentages of fixed income assets versus equity . I`d say that I'm a moderately conservative investor so not opposed to some degree of risk .
Thanks so much for what you folks do . You provide very valuable information to investors like myself and and I'm sure are highly depended upon by many similar to myself . Please deduct several points for this .
Thank you
Bill C
Read Answer Asked by Bill on September 06, 2018
Q: I came across this company while running a few screens over the weekend. Growth is impressive, and they're in a rapidly growing niche. It is acquisitive and reminds me somewhat of the DOCKs here in Canada. I know it's on the small side and that US stocks aren't your specialty, but can you give it a quick look and let me know if you agree with my findings? If you approve, I'll likely make it a 3-4% weighting.
Read Answer Asked by Michael on September 06, 2018
Q: I don't think CPG's debt at 2.2 times cash flow is that big of an issue - VET and CNQ, for example, are at 1.7, so it seems to me to be manageable. They also hedge a fair amount of their production. I know management is in the penalty box, but it's trading at 2.1 times 2019 cash flow, which is ridiculous. This seems to be a "screaming" buying opportunity for patient investors. Thoughts?
Read Answer Asked by Alex on September 06, 2018
Q: My question is 2 part.
I am a long term investor, ok with risk and fluctuations and no need for the cash anytime soon.
Ive read a few of your comments regarding some hesitation towards emerging markets. Would you sell out of VEE or do you see it doing something positive soon?
What do you think about buying into one of the trillion dollar companies now? I was hoping for a dip on Amazon, but that doesnt seem likely to happen. Do you have a favorite? Would you reccomend using the proceeds from VEE to do this or keeping VEE and using new money?
Read Answer Asked by david on September 06, 2018
Q: 5-I,

Please educate me on split shares.
* Do they belong in an income portfolio?
* what are important factors to look at?
* are there any things that can blindside an investors?
* if you like them , please give some recommendations

Thank you,

Paul
Read Answer Asked by paul on September 06, 2018
Q: About ALA, FTN, PIC-A, how safe are those dividends ? For income would you buy any ? If so in which order. If none are buyable which other high dividends payers would you recommend ?
Already own over 20 dividend payers but mostly are under 5% except BYP, KWH, BEP, NWH.
Thanks for your help.
Read Answer Asked by Luc on September 06, 2018
Q: Hi there,
Do you know if there is a minimum holding period for this Sprott product? If so, how long is it and what is the penalty for early sale? I have contacted Sprott four times with no reply. Tx.
Read Answer Asked by John on September 06, 2018
Q: Good afternoon 5i team
My wife and I are retirees and conservative investors. On the recent decline, I initiated a 1% position (in total) in the captioned gold stocks; it added diversification to our portfolio. Given that gold securities could suffer in a general market decline, I'm wondering if I should continue to add towards a 5% position now, or wait for further possible declines to increase our position. Thank you for your comments. Edward
Read Answer Asked by Edward on September 06, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!