Investment Q&A

Q: This question is about establishing a diversified portfolio of 4 ETF's with the goal of long term gains without having to carefully monitor ones portfolio.
At initiation, an equal amount of money would be invested in each ETF, (Horizon Active Floating Rate Bond - for fixed income), (i-shares TSX Dividend Aristocrats for Canadian exposure) (BMO S&P 500 for American exposure), and (BMO MCSI EAFE INDEX) for global exposure. At the end of the year the portfolio would be re-balanced.

For a person who can't carefully monitor his portfolio:
1. Do you consider this to be a viable investment strategy?
2. Do you agree with the ETF choices and if not would you please suggest alternatives in the 4 categories?

As always, thanks so much for your valued suggestions.

Q: Good morning and thank you for the excellent service!

What are your thoughts on EDV's potential going forward in what seems to be a healthier gold price environment? How do they rank in terms of B/S strength, valuation, cost of production, growth potential versus peers? Are there other mid-cap names you would prefer?

Cheers

Q: I had a 6.3% position in ACQ which is now down to 4.8%. In such situations what would you recommend. Would you add another 2.5% or maintain the current position.

Q: I was reading your reply to Paul on Jan 19 regarding ZDY, a proxy to US dividend stock, is this considered to be US$ to include in the foreign content in income tax reporting? Is this good to hold in TFSA?

Thank you.

Q: Good Morning Peter, Ryan, and Team,
Would you consider Sylogist, trading at approximately $9.10 this morning, a good company at an attractive price ??? There seems to be no news lately which has caused the stock to drift slowly, but steadily, downward. I greatly value your opinion. Thank you. DL

Q: I have a pretty balanced portfolio. I have some cash that has been sitting around for a while. Is it a good time to buy into this volatile market. I am thinking of adding CXR and more MG to my portfolio. Are their prices still ok to get in now? Thanks.

Q: Hi
You recently indicate the the best energy names for a recovery in energy prices would be SGY,QST, WCP, and TOG. Where do Raging River and Bellatix fit into your equasion?
Thanks again for this great service

Q: Would selling tourmaline to purchase pou be a good move.

tom

Q: Hi Peter, would you be able to shed some light on this Fund? Is it an ETF, a MF? Is there a MER? Would you buy this for exposure to the growth in India? Jeff

Q: What is you opinion on Pilot Gold (PLG)?
Thank you

Q: I wonder if you could comment on TFI. I thought the stock would get a boost from low energy costs, but the stock has stalled and I see BMO downgraded it yesterday. What do you think?

Thanks.

Q: Audrey might consider zqq (bmo NASDAQ 100) and zuh (bmo us healthcare) for the desired exposure. Post if you wish.

Q: Good Morning 5i,

I am looking to buy ZDY for it's dividend. Usually when I buy stocks I always buy for 5% of my portflolio. Now I want to buy an ETF's how much % of the portfolio do you recommend to buy?

Thanks

Paul

Q: Any explanation for today's sharp decline in TFI at the same time TMA has sharply increased? Thanks.

Q: do you have any idea why transforce gapped down this morning?

Q: How can I find how much the insiders own of this stock I have no luck with Sedar
Stan

Q: Looking at making a position in T.BEP , what would you consider to be a good entry point?

Q: The inception date for the model equity portfolio is Mar 18, 2014. How do you manage this going forward? I notice that you rebalance the current stocks when thief weight in the portfolio varies too much. Will you start over again with a new list of companies in March of 2015? Please explain.
Thanks so much.
Ron

Q: Good morning team, Would you pls. comment on EH's news of acquiring Cash Store Locations. Overall is it a good/positive move? Thank you!

Q: Hi Peter and 5i team,
We do not have any consumer staples in our portfolio and are looking to add one. We like Alimentation Couche Tard [ATD.B], Empire Company [EMP.A], Metro inc. [MRU], and Loblaw [ L].
We were wondering if Empire would be significantly affected by the loss of supplying Target stores.
thanks as usual.