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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: Hello 5i. I owe the above noted stocks. Weightings= amzn-8%, goog-6%, avgo-4% and apple-12%. Please advise how would you adjust weightings going forward in 2018 and 2ndly, would you substitute any of these tech stocks with any other ones you deem better plays?
Read Answer Asked by Robert on December 18, 2017
Q: Hello Team,
What do you think of the acquisition announced yesterday.
After the recent drop on price, the stock is more attractive on a value basis but I am not sure to clearly understand how well the acquisition will be integrated with the current business they are doing so I would like to know If you think it is a good entry price now.

Happy Holidays!

Michel
Read Answer Asked by Michel on December 18, 2017
Q: We have some u.s money in a RIF acct and would like to compliment our balanced and income portfolio and were thinking of VG - IYJ- XLF and VXUS. Does this make sense as we are also playing the currency and this is profit from 2017 thanks to you and your service....thanks...Eugene
Read Answer Asked by gene on December 18, 2017
Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?
Read Answer Asked by Tom on December 18, 2017
Q: Capital preservation and sustainable growth at reasonable cost is key for us . Not looking for income . Long term timeframe . Don't do momentum . Have portfolio of Canadian large caps that have significant operations outside of Canada . For more diversification , we need exposure to U.S. large caps (not financials or commodities ).U.S. estate taxes major consideration for us. Directly held U.S. equities would be U.S. situs assets . Current U.S. deliberations re Federal Estate Tax will not eliminate this concern in the longer term . We plan to add a portfolio of sustainable U.S. large caps that have significant international operations .Mawer U.S. Equity Fund (MAW 108) is a possibility. The 1.19% MER is a factor, given the amounts involved . Could you identify one or more "Canada-Domiciled " ETF/s that would reasonably align with our objectives ? Could you also identify pertinent sources we could access . Thanks.
Read Answer Asked by michael on December 18, 2017
Q: Hi, i am trying to reduce the family's portfolios from 29 stocks to arround 20. I have Sienna and Chartwell. Both together represent 4% of the portfolios. If I was to keep one with a 5 to 10 year time horizon which one would you suggest. Also I do look at a mix of growth and dividend growth but i dont like hight debt, actually i prefer companies with no debt or very low debt. Thank you so much for this fantastic service.
Read Answer Asked by André on December 18, 2017
Q: I currently hold the above etf's, which totals 25% of portfolio. Equities held are US and Canadian and am invested in all sectors with financials@17%,Tech 10% and Utilities 8%. Remaining 40% equally allocated to the other sectors. Am looking at reducing ETF's and would appreciate your thoughts on which ones are good holds and which could be sold due to over diversification! Thanks for your valuable input!
Read Answer Asked by diane joan on December 18, 2017
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