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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: Portfolio Analytics:
1) The suggested portfolio recommends 3 US ETF's, can you recommend alternates that are traded on the TSX. They are RYT, VOX and XLY.
2) Will the system at some point suggest individual stocks instead of ETF's
Great service so far.
Read Answer Asked by Luca on April 08, 2019
Q: I am managing an rdsp with the following holdings: abt, bce, cm, csu, enb, otex, pbh, rpd and sis. I have some cash to invest - can you please recommend some shares to add or should I increase some of my holdings? (They are fairly equal). If I add some shares - it would 1 or 2. Thanks for your input.
Read Answer Asked by Lois on April 08, 2019
Q: Cormark Securities analyst David McFadgen dropped his target for Great Canadian Gaming Corp. (GC-T), calling its financial disclosures related to its Greater Toronto Area (GTA) “troubling developments.” With a “reduce” rating, his target dipped to $41 from $44. The average on the Street is $56.80.

What are the financial disclosures that McFadgen is referring to?
Read Answer Asked by Bruce on April 08, 2019
Q: Do you have an opinion on pooled wrapped funds? How do you feel about this type of investment vs a mutual fund? It is with cibc.
Thank you.
Read Answer Asked by Lois on April 08, 2019
Q: Further to your reply to Andrew, it would seem that the continued distribution is reliant on the volatility of its marijuana stock holdings, and particularly the market’s opinion of the overvaluation of the holdings.

I would assume that the unit value is similarly based on that assumption. That is to say that this fund’s purpose and value is as a shorter.

Is this a reasonable analysis? Why would I want to invest here and pay the 0.75% fee, as opposed to shorting the holdings directly?
Read Answer Asked by Danny on April 08, 2019
Q: According to the Asset Allocator, I am considerably underweight in the financial sector. I hold the above stocks, and they are about 3% of my portfolio [balanced income]. I hold a lot of cash at the moment. What would you recommend that I add, to increase my weighting in this sector to the recommended 17%. I am 72 with pensions, and do not need the income.
Kind regards, and thank you for all you do.
Ellen
Read Answer Asked by Ellen on April 08, 2019
Q: Thank you for your answer regarding the Can $ interest payment of ZAG. I would appreciate it if you could also please respond to the last part of my question, re XBB or ZAG purchase decision. (which I am copying below). The amount of purchase being suggested by the Portfolio Analytics is a significant (to me) value of $240,000, so I would like to get it right.
"Are there other pros/cons I should be considering ? Also, any thoughts on purchase timing of these bond etfs - or would you recommend a gradual entry over the next 6 months or so?
Read Answer Asked by Alexandra on April 08, 2019
Q: Please comment on the above ETFs for gaining exposure to Africa, and more generally, whether you believe an investment in Africa is a good idea at this time.
Read Answer Asked by Michael on April 08, 2019
Q: Consider the following ETF portfolio and associated weightings:
ZSP 20%, ZWH 5%, ZDV, 5%, SDIV 5%, BOTZ 5%, XT 5%, DGRC 20%, ZRE 5%, ZDH 5%, VEE 5%, VAB 10%, XSB 10%, TCSB 5%

The question has to do with SDIV. Given poor performance of SDIV, I am contemplating switching SDIV to PSI (Invesco Dynamic Semiconductors ETF); would 5i support this move? Or would you rather I add to one of my existing ETF positions, or can you recommend another ETF altogether?

Thank you.
Read Answer Asked by Walter on April 08, 2019
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