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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 recently purchased the PIN Purpose Monthly Income Fund. The Purpose website shows it currently has a large weighting in high-yield corporate bonds, a fair chunk in real assets along with dividend paying equities. How would you compare this to ZMI as a small weighting for med risk retirees seeking income and inflation protection?

Portfolio Analytics is counting it as 100% equity. I also see a discrepancy for the AUM of the fund (8mm vs 40mm) on the 5i profile page. Can this be corrected?
Read Answer Asked by Lisa on April 02, 2026
Q: Please compare these three stocks. What would be your preferred stock. Also what would be the reasonable entry price for these. Thanks
Read Answer Asked by satish on April 02, 2026
Q: Re. ongoing additions or deletions or modifications to any of the model portfolios 1.where do I find these changes? 2. does your system alert us on the exact day any change is made ? thanks Richard
Read Answer Asked by richard on April 01, 2026
Q: Hello,

I recently switched up to Portfolio Analytics. It is awesome. Great deal. Thanks for providing it.

Read Answer Asked by David M. on April 01, 2026
Q: I'm confused about when it makes sense to do tax loss selling. I am down almost 30% in CSU and LMN. Does it make sense for me to sell and register the loss and possibly rebuy after the 30 day wait? I am an older senior and don't have a lot of time to patiently wait for recovery, and despite the speed with which it dropped, I suspect recovery will be much longer. My main confusion, I think, is not really understanding how tax loss selling actually works.
Read Answer Asked by M.S. on April 01, 2026
Q: I currently hold a 2% position in GOOG in my TFSA and looking to deploy new funds amounting to 1,5%. Debating between adding to GOOG or diversifying with new position into NVDA. Which do you consider to have long term growth from these levels? Thank you.
Read Answer Asked by Tony on April 01, 2026
Q: Two stocks, 2 questions. PNG has fallen from over $10.50 to $7.60. Was the stock run up to get favourable rates for when they raised money? Also, did it make the deal for their acquisition swim a bit easier? Where do you see things going from here? When do you think it will recover? Still a top 5i pick?
ZDC is another issue. Stock has been quite weak. I'm starting to think it may not work out all that well. They have no real moat and others can enter their market. But they have done well and recently raised money. What do you see for it going forward? Does it still make your favourite list of top stocks?
Read Answer Asked on April 01, 2026
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