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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: The fixed income portion of our portfolio includes XBB@15% and ZIC at 6%. Portfolio analytics is suggesting fixed income assets @40%. I am not keen on adding more bonds and would be comfortable at 30% in FI. Can you suggest 1-2 alternatives for someone entering retirement?

Read Answer Asked by Rosemin on July 06, 2021
Q: Relative to payment methods for the purchase of goods, bank sponsored debit and credit cards employ intermediaries such as VISA or Master Card.
This appears to be increasingly disrupted by tech companies that are not financial companies themselves, however I understand, have a bank in the background.
My question is: If I own VISA should I also consider owning PAYPAL or other to take advantage of the tech side of things thus giving my self a barbell approach? This is not a question on VISA or PAYPAL but on the benefits of investing in the new entities that seem to be appearing in the financial payment system.
Thanks
Read Answer Asked by DAVID on July 06, 2021
Q: What are some of your favourite founder led growth companies that you would be comfortable investing in today (US and CAN)? I just finished the Motley Fool Investment Guide by David and Tom Gardner, and they are big on that component. Would you generally agree with them?
Thanks
Marc
Read Answer Asked by Marc on July 06, 2021
Q: I am looking to increase my energy exposure, and I am debating between a more senior producer, such as Suncor, or looking for greater torque to oil prices, such as Tamarack or Athabasca. I was wondering about your thoughts on the matter, including whether you feel that energy producers have more runway, or if the energy sector has reached something closer to full value. This would be a smaller position, no more than 2% of portfolio, so I can afford to take on some risk for the opportunity for growth. Thanks again, and I look forward to reading your thoughts.
Read Answer Asked by Domenic on July 06, 2021
Q: 1)Please rank these companies in terms of long term growth.
2)Would you have any concerns buying at current prices?
Read Answer Asked by Timothy on July 06, 2021
Q: Peter,

I love the new print function on Portfolio Analytics !
.

Paul
Read Answer Asked by paul on July 06, 2021
Q: Hi
Thank you for your insights. It has been very helpful grow my portfolio so that is balanced and diversified. I have about $10000 that I would like to invest in mostly growth stocks with a 10-year horizon. Its possible I will have additional funds to add in the next couple of years. I would like to keep this separate from my larger portfolio. My risk profile is medium to aggressive for these stocks. Are there others I should be interested in as well? I am looking to purchase 4 stocks. What would your suggestion be based on growth and risk/reward?
Read Answer Asked by Leonard on July 06, 2021
Q: Very comfortably retired with secure indexed income streams.

What would you suggest as the "right" SECTOR ASSET ALLOCATION for long term estate growth?
Read Answer Asked by Richard on July 06, 2021
Q: I don't have any semiconductors in my portfolio which I think would be a good addition to diversify my portfolio. What would you recommend at this point in time? Thanks for your ideas.
Read Answer Asked by Pat on July 06, 2021
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