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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: My current portfolio is 85% Canadian and replicates your BE portfolio with ETFs for the foreign content. I am considering bringing the Canadian content back to 60%. For the foreign content, I am considering DXU (20% of total), DXG (15% of total) and VEE (5%). DXU and DXG have but 2 years history but have performed extremely well in that time. I am an old guy, not afraid of equities but wish to reduce the draw-down potential (note I said reduce; eliminate, I am aware, is impossible).
Would you agree with my thinking and if so, my choices of ETFs? And would you recommend further diversification in the foreign content ETFs?
Read Answer Asked by Fred on July 08, 2019
Q: Hi, I am currently retired and my income comprise of 60% from a non-indexed DB pension and 40% of dividend income. I hold about 20% (12% in RRSP, 5% in Non RRSP and 3% in TFSA) of BNS stocks in my portfolio and would like to reduce that percentage to around 10% for diversification. Are there any ETFs which can provide similar dividend yields as BNS that you would recommend or should I leave it as is at this time? Thanks again for your great help.

Read Answer Asked by Keith on July 08, 2019
Q: What are your views on this USA cannabis company listed only in Canada it seems...
Read Answer Asked by William Ross on July 08, 2019
Q: I have the following in an RESP (CU has 25%, rest are about 15-20%)

POW
CIBC
BMO
CU
BCE

I'm thinking of replacing CU with OSB - 12 yr time horizon, the fact that OSB is in the trough of it's cycle, has a solid dividend and low debt makes me think that over a 12yr hold I should be able to get a higher return (implied selling into a housing boom).

What are your thoughts?


Read Answer Asked by Ciaron on July 08, 2019
Q: Hi 5i and team
I presently own WSP which ran up to 5% of holdings and SIS. I'm considering selling SIS and adding BYD.UN and or CAE. That move could bring me to 10% industrial. Should i trim WSP and keep industrial to a prefered percentage or Let it run which brings Me to my other question if allowed. I get confused with all sectors ie: cyclical, non cyclical, defensive etc...i would prefer having 7 if possible. I'd appreciate your thoughts with this.
Thanks for your valuable advice as always.
Read Answer Asked by Gilles on July 08, 2019
Q: Hi 5i,

Could you give me the relative valuations of the three? Which is the most expensive? Which has the largest growth potential?

TIA!
Read Answer Asked by Wayne on July 08, 2019
Q: Hi 5i,
Of the following list which ones will you let go:
PAAS, PHO, MX, SIS, TOY, WEF, NFI, TFII, PBH, and GUD,
and which ones would you keep and why.
I know is not and easy answer, please deduct as many credits as required.
thanks
Fernnado
Read Answer Asked by Fernando on July 08, 2019
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