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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 and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait
Read Answer Asked by Ernest on September 18, 2017
Q: Hi,the great team, thanks for your advice always. My question is if one wants to start a new position in a diversified portfolio, which one preferred : wft vs cfp, toy vs doo and why? thanks .
Read Answer Asked by victor on September 18, 2017
Q: Hi 5iResearch Team,

I have started a position on SHOP since this past January and have been adding to my position since. I am currently up by about 100% on my total holdings and now it accounts for about 5% of my total portfolio. I am debating if I should take some money off SHOP and put the proceed on something else (preferably with a dividend). May I please have your thoughts on this and if you can also recommend a company to buy with the proceed from the sale of SHOP should I decide to trim my holdings on SHOP>

Best Regards,
Read Answer Asked by Harry on September 18, 2017
Q: Hi there. I have accumulated about 4K in cash in my TFSA that I am looking to place in either 1 or 2 growth options. This is would represent about 15% of portfolio. I'm 35 so risk tolerance is fine.

Currently have GUD, AQN, KXs, LNR, VEE, and FIRE

Would US exposure be a good plan given the current exchange rate and diversification?

Thanks

Read Answer Asked by Ryan on September 18, 2017
Q: I am looking at purchasing an etf in the s&p500 and the nasdaq for my son. Is there a preference between the zqq or xqq and same question for the zsp or xsp. They seem to have the same mer but performance seems to be a bit better for the ishares product. Is there a seasonality aspect (time of year) to buy these or is just on dips?
Read Answer Asked by pietro on September 18, 2017
Q: Hello

I m looking for a etf or mutual fund of quality blue chip who can growth in bull market and minimize the the risk during a bear market for a long run minimum of 5 years.

Which product between VIG, ZGQ, MAwer global equity, edgepoint global, black creek global,do you suggest me?
If you have other suggestions let me know.

Thank you for your help

Have a nice week end
Read Answer Asked by Alexandre on September 18, 2017
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