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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,

I have 10k in my TFSA that I'd like to allocate to ETF's. I'm still in school so I won't have as much money coming in to diversify through stocks.

I was wondering what would be the best way to allocate (how many, what percentage)? I was thinking along the lines of XIC, SPY, and VIG.

Also, what do you think about investing purely in ETF's?

Thanks in advance,

Jon
Read Answer Asked by Jonathan on April 02, 2018
Q: I seem to have gotten overweight financials in my US portfolio. i currently own JPM, VISA, Etrade, Paychex. I do prefer to hold a basket in each sector as i don't like single company risk. What would recommend, trim each or could you list these in preference order of best to own. I like them all for different reasons so i am struggling to make a decision here.
Read Answer Asked by kelly on April 02, 2018
Q: Hello -

Even though these two ETF's trade on the TSX, there are foreign companies within their respective portfolios, For this reason, would ownership of these ETF's in open accounts count towards the $100,000 of foreign property that one needs to disclose?

Thanks.
Jim
Read Answer Asked by James on April 02, 2018
Q: I'm interested in buying more ALA for a long term hold, primarily for income. I have a couple of questions:
1) It seems the market is pretty negative on the acquisition. What do you think the main concerns are?
2) Normally, when a dividend yield gets this high the market is saying it is not sustainable. What's your opinion?
Thanks
Peter
Read Answer Asked by Peter on April 02, 2018
Q: I currently have positions in Kinaxis and Constellation with allocations of 4.28% and 2.07% respectively. Would it be advantageous to reverse the allocations. Selling Kinaxis would involve taking a large capital gain.

Thank you for the great service.
Read Answer Asked by Lynda on April 02, 2018
Q: Hello 5i, I am up over 70% on this company. So I am wondering if it is time to consider selling or should I accumulate more. It's still under 5% of my portfolio. Do you see any reason to sell? What is your assessment of the company. They seem to be doing all the right things for some growth. Do you see anything in the near term that could cause some downward pressure? Thanks for your service..
Read Answer Asked by pietro on April 02, 2018
Q: I am reaching for YIELD and at 9% the yield on QYLD is very appealing.
If the tech sector falls out of favour and drops like FaceBook did this week, what are the implications for the dividend? Would the share price drop too?
As a long term "HOLD" I can live with a lower share price because it would most likely recover over time.
But what about the dividend? Can I count on it holding at current levels or possibly even increasing?

Thanks.
Read Answer Asked by Donald on April 02, 2018
Q: Hi Peter and team,

My bond portfolio needs some new additions and would like your take on the above, they are all in the 4 year time frame paying around 5%, these are high yield bonds available through my broker. Thanks and Happy Easter to all.
Read Answer Asked by Anthony on April 02, 2018
Q: I was looking to replace AAR.UN with an industrial reit. I found WIR.U which has P/E of 9.12 and DIR.UN has P/E of 26.19. Both are not 100% industrial reit. I will appreciate if you could give me some info on how come DIR.UN is having such high P/E? Or you can suggest some reit which has more growth rather then yield.
Read Answer Asked by Piyush on April 02, 2018
Q: Would like clarity on what 5i defines as a position. My understanding is that if I buy a stock/ETF etc that I have a position. That is how I find it defined in literature. In reading your Q&A I see references to 1/2 a position, 3/4 of a position. Is this a dollar value or % of a portfolio?
Read Answer Asked by Betty on April 02, 2018
Q: Hello,
I'm wondering if you have any update on Snipp Interactive? It is a very small cap but appears to be growing. No analysts, but Thompson Reuters seems to like it more recently.-
"The score for Snipp Interactive Inc reached its 3-year high of 7 this week.
- The recent change in the Average Score was primarily due to an improvement in the Price Momentum and Risk component scores".

I'd appreciate your fine insights.
Thanks,
Brian
Read Answer Asked by Brian on April 02, 2018
Q: MAXR has been beaten up recently and justifiably so due to its expanding debt and poor earnings forecast. Lately they have been issuing a few press releases detailing new contracts, some from repeat customers. The contracts don't seem large enough to have a material impact on the company but they are good news none-the-less. The stock appeared to bounce on Friday up 3%. I am thinking of averaging down to my very long held position. The weighting would increase from 1.7% to 2% so I wouldn't be risking too much. Any comments or concerns?
Thanks,
Jim
Read Answer Asked by James on April 02, 2018
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