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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: Hi 5i,
Can I get your asset allocation suggestions for a taxable account based on the following guidelines:
1. I don't need any of this money to retire
2. account size is approx. 1M
3. I wish to buy individual US and CDN stocks
4. I will buy International ETF's if required
5. I am a buy and hold investor
6. I prefer not to have a high dividend due to tax issues
7. My RRSP's provide enough retirement income and are diversified
8. My TFSA's are growth oriented and are diversified
What is your range for:
International ETF's
US Stocks
Canada Stocks
Cash

thanks
Read Answer Asked by Ian on July 17, 2019
Q: These 4 jr. silver miners are in production. How do you rate them in terms of results over the next 3 to 5 years?
Read Answer Asked by Charles on July 17, 2019
Q: Hi 5i,

Looking to rebalance my industrials listed above. Before asking my question a little background info: Sitting at 10% sector weight with each of the listed stocks at equal weight. I would like companies with manageable debt, conservative growth and mid-large cap, with growing dividends. Shareholder friendly companies are also a nice to have. I also have a 10+ investment horizon.

Questions base on above, and please deduct as needed:

1) Would you continue to hold these stocks?
2) Which ones would have major issues if and when a slow down occurs?
3) Given answers to above, which new industrials would you recommend to replace the above?

Thanks,
Chris


Read Answer Asked by Christopher on July 17, 2019
Q: Philip asked about a site for historical p/e for companies. Morningstar is great, go to the site search a company and under the valuation category it has 10 year data on p/e, p/b, p/s, PEG, etc
Read Answer Asked by Michael on July 17, 2019
Q: how do exchange traded bonds work? do they pay interest semi annually? do they have a maturity date? do they have a credit rating? do you like the ag growth issue or the Cargojet issue? thanks for your input Richard
Read Answer Asked by richard on July 16, 2019
Q: How can I make XTR, CDZ, IGRO, CLF & VAB tax efficient? Which should be held in registered accounts and which in non registered accounts and why?
Thanks
F
Read Answer Asked by Frank on July 16, 2019
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