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: Which would you choose, or would you have a bit of both
XRE or VRE?
VFV or XUS?
Thank you
Read Answer Asked by Michael on May 14, 2019
Q: Hi Peter, Ryan, and Team,

In our combined portfolio (RRIF, RRSP, TFSAs, and non-registered account), we are underweight in Information Technology. 5i's latest recommendation for this sector's weighting is 15%, but we are at 13.4%.

We hold these stocks/ETF followed by their weighting:
CSU: 5.67%
ENGH: 2.38%
KXS: 1.09%
OTEX: 2.50%
SYZ: 0.92%
XIT: 0.91% (We use it to park cash as it's a commission-free ETF for us)

My wife has a preference for holding dividend payers (even a small dividend) in her RRSP. In her RRSP, she holds a 1.51 % position in CSU, and the full 2.38% of ENGH. In order to increase the IT weighting to 15%, she needs to invest $19,500. There is sufficient cash in her RRSP for this purchase. What course of action would you suggest? Should she top up her position in ENGH? Or should she start a new position in ET or OTEX?

Please deduct sufficient credits for this rather convoluted question. Your guidance is very valuable to us.

Read Answer Asked by Jerry on May 14, 2019
Q: Peter and those surrounding - as someone with 25% cash due to recent trimming I'm wondering 1. whether you believe the downside is close to bottom or not 2. whether you would wait for further clarity before redeploying 3. whether you would redeploy the growth names on my buy list first (down more) or stay conservative with more stable lower valuation equities being re-purchased first and 4. any general remarks you might offer at this rather confusing moment in the markets. Thanks as always - Ken
Read Answer Asked by Ken on May 14, 2019
Q: I'm looking at adding these for a recession/defensive type of portfolio.
For a longer term holder, do see any reasons not to buy these ones?
Do you like any one of these more than others?
Thanks as always....
Read Answer Asked by adam on May 14, 2019
Q: Good Afternoon,
I am a very diversified investor. having stock in almost every sector and not over invested in each sector. In the sector of real estate I am only 5% invested and I am looking to add one stock out the 5 that I have mentioned. I understand that BRE is more of a service company in real estate but it is still class in the real estate sector. Can you recommend me which one of the 5 should I invest in?
Thank You.

Paul
Read Answer Asked by Paul on May 14, 2019
Q: Hello 5I team,
Thanks for the great service.

In my TFSA, I hold the following:
AW.UN (15.2%); BPY.UN (4.4%); BYD.UN (15%); DSG (5.3%), EMA (5/5%); ENB (10.3%); GC (4.2%); GUD (0.7%); JWEL (1.9%); KXS (7.5%); PEW.VN (1.6%); SAP (4.5%); SHOP (17.1%); SLF (4.1%); TSGI (2.6%).

I have about 12k to add to the above and I would like your thoughts on which 2 stock I should select from the above and/or any of 2 alternate selections you might suggest, I am interested in positions that would include some dividend growth, some capital appreciation, lower volatility and improved diversification. I note that my weighting in financial and healthcare are least represented currently.

Your suggestions and details for your selections are very much appreciated.
Read Answer Asked by Joseph on May 14, 2019
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!