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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'm interested in researching US financial institutions for new investment ideas. Could you provide me with a shortlist of 4 to 5 US companies (e.g., chartered banks and any other financial institutions) that I might consider. Many thanks.
Read Answer Asked by RANDALL on December 09, 2019
Q: Holding a BAC position in US dollar portfolio that is well balanced, diversified. BAC is held for bank exposure in the Financial Sector. Also hold position in V in this sector. Given current circumstances, like low interest rates and lower growth, I am questioning holding BAC. What is 5iR's take about BAC? Is there an alternative to BAC in the US finance sector or just underweight the finance for the time being?........Tom
Read Answer Asked by Tom on April 25, 2019
Q: I'm overweight financials and thinking of selling my US holding BAC and ORI and switching to a US dividend ETF such as DGRO. Any other suggestions?
Read Answer Asked by Stephen on April 10, 2019
Q: I am finding your 'Portfolio Analytics' to be an outstanding service. The imbalances within my portfolios are abundantly clear.
I am overweight financials with
TD - 3.55%
JPM - 5.19%
BAC - 6.77%
GSY - 1.29%
CXI - 0.71%
All stocks show a decent profit except for CXI which is down 23%.
I have fairly high risk tolerance and I look for reasonable growth. I would appreciate your recommendations on how to reduce my financials by approximately 3%
Read Answer Asked by Ed on April 05, 2019
Q: Hi 5i Team,

I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!
Read Answer Asked by David on March 22, 2019
Q: I hold both these U.S. banks which I bought back when "everybody needed to hold a US bank" which was only several months ago but seems like ancient history. This morning BBT was downgraded from a buy to underperform. Can I get your opinion on whether to continue to hold or take my losses and dump them.

Thanks, Carl
Read Answer Asked by Carl on January 14, 2019
Q: Good morning 5i,
I believe you have said somewhere that you would prefer the American banks at the current moment. I am wondering if I am remembering correctly and if so, would you stand by that, and again if so, would you buy bac now instead of BNS, all things being equal.
thanks as always
Read Answer Asked by joseph on November 29, 2018
Q: HI 5i,

Concerning American banking system, rumors are that under the Trump governance, some banks have gone back to the same financial strategies as before the financial crisis of 2008. I do have those 3 American bank in my retirement portfolio. Should I get a ride of those and, if the answer is yes, any suggestion for replacement.

Thanks you
Read Answer Asked by Claude on October 01, 2018
Q: Looking to add some US companies to my non-registered portfolio. Can you suggest 5 US companies that you consider to have some Growth and Value. No Tech companies.
Thanks
Read Answer Asked by JOHN on September 18, 2018
Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom
Read Answer Asked by Tom on September 17, 2018
Q: Hi group...I own JPM + BOA in the US and BNS+ RBC +TD In Canada- Looking like US banks are under more pressure on the last few days (Turkey situation worsens +JPM + BOA down close to 5%) - why are US banks getting hit so hard / going fwd do you like US banks are would you stick to Canadian banks ? - Your comments re appreciated
Read Answer Asked by Terence on August 13, 2018
Q: I understand that US companies are not your focus but am looking for some advice on these companies. I hold the above companies in the US side of my RSP account and am wondering about holding both JPM and BAC. Would you recommend dropping one of these US banks and if so which one? If yes, what would you replace it with?

Thanks Ken
Read Answer Asked by Ken on July 06, 2018
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