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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: I know you don't like selling winners, but I am concerned about a bust following the AI boom which would devastate technology stocks (and the whole market). Nevertheless, I am thinking of selling some winners in my RRIF, AVGO and QCOM, to invest in BND, which would bring my bond allocation up to 10% weight. I have been retired for 15 years and live on the dividends from my portfolio. The growth in dividends has more than offset inflation and my portfolio income is more than enough for my lifestyle, so I have never seen the need for a higher bond weighting until now. Would this be a good move? Or do you think I being too fearful and should stay the course with my technology investments (currently 27% of my portfolio)?
Read Answer Asked by David on October 16, 2025
Q: Looking over the past queries on NRGI, and your last real opinion on this one is a year old, and the fund is trading slightly below that level still. According to Investorline, the MER is 3.4%. Is that accurate? With oil having slumped, now under $59, does the covered call strategy still work with this fund? Even with a flat-lined unit price, 7.33% is still enticing, for what I imagine to be a tax efficient pay-out for a non-reg account.

Similar to Stephen, who has been the source of many of the questions on NRGI, I too am retired, and living off the portfolio, wanting to mix income with 'some' growth, though income is the focus in this case.
Read Answer Asked by Warren on October 16, 2025
Q: Of the 27 positions in this portfolio which 6 would you buy now and at what prices?
Read Answer Asked by Ann on October 16, 2025
Q: Hi Peter, Yet another question on reporting US threshold limit (Form T1135). Does it apply to RRSP & LIRA accounts as well?If so, do I combine the exposure of both accounts or treat them as individual accounts. Also, does it apply to Bonds and ETF’s as well.
Thanks for the superior service. Much appreciated.Ivan
Read Answer Asked by Ivan on October 16, 2025
Q: Hi,

I realize that the way I originally phrased my question about financial education may have been unclear.

What I truly intended to ask was more general in nature and not specifically related to covered calls.

I’m looking for the best way to acquire a solid, general foundation in securities — something that would enable me to invest with greater confidence and competence.

Apologies for the confusion in my earlier message, and thank you in advance for your guidance.

Best regards,
Jacques IDS
Read Answer Asked by Jacques on October 16, 2025
Q: HG Just found out about this company. Has had a huge gain. Within the last six months it has gone up 1000 percent. Can you give me some advice on it.
Read Answer Asked by steven on October 16, 2025
Q: What is your opinion on the recent statement by the IMF that markets could be headed for a disorderly correction given the current trade wars, increasing government debt, increased geopolitical tension and other risk factors?

Thanks Tim
Read Answer Asked by Timothy on October 16, 2025
Q: Hi Folks,

Given the strong involvement and capital investment by Brookfield in these two companies do you think there is a good growth play here respecting they are different?
Would you consider RGSI and BE a buy today for a 3-5 year hold?

Thanks so incredibly much for your insight!
Read Answer Asked by Josh on October 16, 2025
Q: Lurker. First post. I have held TOI for some years since you initially recommended it. It is my whole TFSA holding. What are the "events" mentioned in other comments? If I have a 10-15 year horizon, has your outlook on TOI changed at all? Thx
Read Answer Asked by Donald J on October 16, 2025
Q: Can you please give me your opinion on the prospects of GARP. It seems to have performed well since inception, but not without volatility (25% drop in 2021/2022). With this in mind, would it be appropriate for a growth portion of a portfolio? Would now be a good time to initiate a position, or wait for a pullback.
Thank you.
Read Answer Asked by Francisco on October 16, 2025
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