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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: In my TFSA I have full positions in ENB, T, TCL.A, and AQN. Objective is primarily steady income and some growth. I am looking to add FIE, SPB and CSW.A. What do you think?
Read Answer Asked by Jean on January 18, 2024
Q: Before the end of 2023 I sold a position in TOU in my non-registered account in order to take a tax loss. I also have a TOU position in a registered RIF account with a significant gain, which I did not sell. I assume that this does not prevent me in using the loss in my non-registered cash account. I believe that the two accounts have basically nothing to to with each other. I intend to buy back TOU in my non-registered account after 30 days.
Please confirm.
Thank you!
Albert
Read Answer Asked by ALBERT on January 17, 2024
Q: Re your answer to Fernando, capital losses can be carried forward forever, not only 3 years as per your answer. Capital losses can only be carried Back 3 years and applied to capital gains.
Read Answer Asked by Earl on January 17, 2024
Q: Good morning 5i;

I do not often see questions/comments regarding preferred shares; of which I confess I understand very little. Do you have a few good resource recommendations where one could educate themselves on these investment vehicles?

I would also be interested to know if there are any (understanding there's thousands of possibilities) preferred shares or preferred share ETF's you would suggest could be examined more closely for investment.

Thanks very much!
Read Answer Asked by Dave on January 17, 2024
Q: This is a question regarding portfolio composition, which I would describe as alpha-balanced. I have chosen not to invest in real estate (as I own a home) or materials (too volatile). I am overweight in Tech (17.5%), Industrials (19.25%) and Finance (22.3%). The other sectors are all at appropriate weights. I am somewhat concerned about having too much allocated to financials and seeking advice. The stocks I hold in relatively equal amounts are: BAM, BN, X, V and HMAX. (I hold HMAX strictly for the out-sized dividend with the expectation of little growth; with a solid dividend here, it frees up other funds to invest in more aggressive companies that don't pay dividends such as HPS.A and LMN.). Long story short: do I have too many eggs in one basket, or do my financials have sufficiently different drivers that you would be comfortable with this imbalance? Any other comments with regard to the strategy behind my chosen portfolio composition would be most welcome. Many thanks.
Read Answer Asked by Maureen on January 17, 2024
Q: Greetings 5i,
This ETF was mentioned in an earlier question today. I can't find 'MAGS'. Is there a typo?
Also, are there alternative ETFs that hold the 'magnificent seven' that have been around for longer?
Thanks as always
SP
Read Answer Asked by Steve on January 17, 2024
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