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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: Peter/Ryan,
What strategy/positions would you recommend now for a new TFSA with $30k cash and no other holdings ? Owner is 55 and with a well balanced RRSP etc. Thanks.
Read Answer Asked by Paul on September 17, 2018
Q: I would like to consider ESG (Environmental, Social , Governance) Factors in investing, a.k.a.. Sustainable or Socially Responsible Investing. Do you have any reports or suggestions on companies to consider in a portfolio? Or which services might be available in the financial community to consider for screening potential stocks?
Read Answer Asked by Peter on September 17, 2018
Q: Recently signed up with 5i and I appreciate the information provided. My first question ... I am reducing the risk in my portfolio in anticipation of a market decline over the next 6 to 18 months. Part of which includes increasing the allotment cash/bonds so that I can reinvest in equities at the appropriate time. Over the summer I've moved into some HFR,XBB, HTB. I would like to get some yield but I do not need the cash flow for years down the road. What are your thoughts on these 3 choices for risk reduction and capital appreciation when the market corrects?
Read Answer Asked by Brian on September 17, 2018
Q: I have a US portfolio that I'm doing my dog on best to model a balanced portfolio. It is diversified over 7 sectors of the S&P and represents 17% of my Cdn balanced and income portfolios. There are 20 positions and I am rebalancing and re-deploying 13% cash. At this time of the cycle and going forward with a 5 plus year timeframe and to complement CDN holdings, what weightings would you suggest I consider for these sectors - Communications, Consumer Discretionary, Consumer Staples. Health Care, Industrial and Technology?...thanks for all the guidance......Tom
Read Answer Asked by Tom on September 17, 2018
Q: Hello 5i
I just sold a small amount of Precison Drilling to recuperate a tax loss. I don't really want to keep anything like this permanantly in my portfolio but was hoping to buy it back in 30 days in order to get back at least what I paid for it. Is there any other stock that I could use as a substitute in the meantime?
thanks
Read Answer Asked by joseph on September 17, 2018
Q: I am Following your balanced portfolio. There are significant losses in AEM and WCP and both are a tax loss opportunity. I am considered changing these for KL and PXT? The later two have much better momentum and I think look much better on their technical charts over the last 3-5 years. Both are less than 3% positions each. What is your opinion?
Read Answer Asked by Paul on September 17, 2018
Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom
Read Answer Asked by Tom on September 17, 2018
Q: As a long term growth holding in a TFSA, which of these companies would be your favourite?
Read Answer Asked by Curtis on September 17, 2018
Q: My direct investing account shows a time weighted and a personal gain. Can you explain the difference in terms a financial luddite can understand? Many thanks for this extremely useful and reassuring site.
Read Answer Asked by M.S. on September 14, 2018
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