Investment Q&A

Q: A follow-up question to your new service:

Can I down load my spreadsheet or a pdf file of my portfolio into your Portfolio Analytics or do I have to fill the information manualy,

Thanks

Q: Hi,
Two questions about your portfolio analysis service. Will I be able to analyze more then one portfolio as we also manage our kids RESP? Does the program also allow for investments related to defined benefit pension plans when it analyzes?
Thanks,
Kerri

Q: Hi 5i,

A quick question about the new Portfolio Analytics service: Does it cover non-Canadian equities and fixed income too?

TIA!

Q: I am also interested in your portfolio analysis program and would like to re-ask a question asked by someone prior to me, but was not addressed in your answer: in what format would we supply our information regarding our entire household financial resources? Email is not secure, and I would not want to send that information via my email carrier.

Q: Hello, Just wondering about your new portfolio analysis service. I see a fee of $390 for the full service, what if I still have time remaining on my existing 5i service? As well, curious about how we share information about my accounts and holdings, email, pdf?
How often do you review my portfolio, annually, as needed? Thanks, Lavern

Q: Hi,
I would like to subscribe to the Portfolio Analytics but I have already paid for the subscription till Feb 2020. How do I make partial payment

Q: I see BNS goes EX Dividend on April 1. Do I need to buy today or tomorrow to get the dividend?
Thanks

Q: May I please have your comments on how Apple's decision to enter the credit card business impact on Visa's operations.
Cheers,

Q: Hi Team,
May I please have your thoughts your AA for a half to a full position? Thanks.
Harry

Q: Hi - looking for recommendation for ETF recommendations within my TFSA. 40% of TFSA will be for this ETF mix and 60% is in your Balanced Equity model. Long term investment horizon for me as in mid 30s. Any recommendations?

Q: Could you please comment on Enwave’s potential following the announcement of the sale of the three large scale machines they sold to the Green Organic Dutchman on Tuesday. Has this improved your outlook of the company and it’s prospects going forward.

Q: Dear Sirs,
Looking for your opinion on the most recent Cargojet 5.75% April/2025 debentures- looks to be priced at a higher spread than their last issuance ?
Thank you for your insights.

Q: I have 2% position of SYZ in my portfolio and with this stock failed to gain any traction, and also dropping almost daily (I'm down 10% so far overall), would it be advisable to just sell it for a small loss and move on? Your recommendation is much appreciated.

Q: Kindly don't charge me for this question as trying to correct a potential error.
The insider situation shows that there have been $15mil in net sales not buys as suggested in your last commentary on this stock.
Per TD Insider report 3-27-19

Q: When filing your income tax return and you have to declare stocks sold in a particular tax year from an open account ( T5008) the CRA requests the Adjusted Cost Base for those stocks/sales. Can I as an individual calculate the ACB or do I have to have my financial institution provide it? If I can calculate it what backup material do I have to provide?

Q: IRTC has plunged today.. what has caused this?

Thanks,
Susan

Q: Any news or information Village Farms which would account for a nearly 30% drop in stock over the past few trading sessions? I realize the sector is volatile but this wildly out of character for VFF.

Q: What do you think about the Etf’s ZEF and EMLC at this time. If you had to pick one, which would it be or both.
Thanks

Q: Hi 5i,
I would appreciate your thoughts on these two CDN listed ETF's that employ two different methods for creating a US Low Volatility ETF.
ZLU uses individual stock Beta and XMU optimizes for minimum portfolio Variance.
ZLU reconstitutes/rebalances once per year and XMU does it twice per year.
ZLU trading volumes appear higher than XMU but, XMU underlying US ETF is very high and high market value.
ZLU holdings are 103 and ZMU is 215.
MER's are about the same for both at approx. 0.33
I intend to use these in my RRSP and TFSA and trade them based on monthly trends.
ZLU holds the stock directly so there may be some saving in an RRSP. XMU holds the underlying US ETF for exposure.
Which one would you buy for a RRSP/TFSA?
Can you suggest alternatives that might be better for US Low Volatility sold on a CDN exchange?

thanks

Q: Is NKE still attractive as a medium-long term buy after the pullback? Seems like they are still doing well in China in spite over all the trade issues going on.