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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: Hi Group . I am not happy with my Raymond James financial advisor. Namely I am paying them $1200/month in fees. Presently i am at 6% return YTD (7 1/2 average over last 10 yrs). When i look at your balanced portfolio you are significantly better than that as is the major markets..

What is the best way to measure performance. Is it fair to say in general that they should be better than the market. What do you suggest as a reasonable measurement on performance . I realize this is not easy to measure so can you give me some suggestions that i can follow . thanks for your help






Read Answer Asked by Terence on May 07, 2024
Q: What is the difference or implication buying Global Innovators mutual fund versus buying Global Innovators mutual fund?
Read Answer Asked by Gary on May 07, 2024
Q: The above holdings are in an RESP that won’t be required for at least 7 years. For new money, which sectors to add and a couple of suggestions please.
Read Answer Asked by Rose on May 07, 2024
Q: Seeing as BCE is down, would it make sense to reduce BCE and enter into RCI.A and QBR.A. ? They seem more cyclical and are down as well. Or ride out BCE?
Read Answer Asked by John on May 07, 2024
Q: I am pretty close to full positions on LIFE, XIT and XST. Also, I am sitting on <5% cash, being basically fully invested. Over the next few months I plan to top up these 3 ETFs.

In what order would you add to each of these 3, based on their current valuations, compared to their historic valuations as well as their potential?

My thoughts were LIFE, then XST, then XIT (although I suspect your order would be XIT-LIFE-XST). Please include a brief "why".

Thanks for your help...Steve
Read Answer Asked by Stephen on May 07, 2024
Q: Hello 5i.
Sometimes in questions (or answers) "starter positions" or "partial positions" are mentioned. My question is, how should an investor best manage such positions in a hypothetical 20-25 stock portfolio (implying 4-5% as a full position), while maintaining this portfolio size? Should an investor buy e.g. 4 "starter positions" at 1% each and then consolidate into the one that does best? Or should an investor buy starter positions with an eye to replacing a current full position that is not performing as well? Or is there another approach?
Thanks!
Read Answer Asked by Martin on May 07, 2024
Q: What is your opinion of using leverage through a HELOC to invest vs dollar-cost-averaging every paycheck as money becomes available? I am going to primarily invest in index ETFs.
Read Answer Asked by John on May 07, 2024
Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.
Read Answer Asked by Anh on May 07, 2024
Q: I've held these partial positions for some time now and am below water on all but NTR.

The objective here is income with some growth.

If all positions were sold and you had to consolidate all proceeds into just one of the four options provided, which would you choose and why?

What would you choose if you were forced to sell all four and reposition into one new company?
Read Answer Asked by Robert on May 07, 2024
Q: Could you please give me 5 or 6 of your favorite momentum stocks at present?

Thx
Read Answer Asked by blake on May 07, 2024
Q: I bought BEPC (not BEP.UN - I have concern about the potential tax/withholding issues in the US) about 2 weeks ago, and am up about 26% in short order. Bought it because it appeared under valued and had an almost 6% dividend. Due to the recent gains, the dividend is now down closer to 5%, which can be had with some other utility or even some bank stocks. What do you think - take the gain and go home (this is in an RRSP, so no tax implications), or do you see further gains, no doubt more modest. I do have a small position in BNS, and would consider moving the proceeds to it. How would you compare the potential for gains between these two, the safety of dividend, and general safety of principal.
Thank-you
Read Answer Asked by grant on May 06, 2024
Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?

Thanks, Len
Read Answer Asked by Leonard on May 06, 2024
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