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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, raising some cash so could you rate these companies as to which one you would sell first. And the one you would definitely like to keep
Thanks
Read Answer Asked by Brad on June 12, 2024
Q: I hold AVGO in my RRIFF. I sold half of my holding when it was trading at 3.5 times my cost base, to reduce my exposure back down to 3% target weight in my overall portfolio. It's now trading at nearly 6 times my cost base and is at 4.6% portfolio weight. If it continues to run I will sell half again when it hits 6%. Is this a sound strategy? At what price would AVGO need to reach before you would say it was approaching bubble territory and I should cash out entirely?
Read Answer Asked by David on June 12, 2024
Q: Sold both for tax loss.
Wondering about proxies for both. Could you suggest a couple? If the proxy goes up in the 30 days, I presume you would keep the proxy until it changed direction. What is the thinking on this process. What if it goes down?
Thanks on your thoughts
John
Read Answer Asked by John on June 12, 2024
Q: You recently replied rather positively to a question regarding using Wealthsimple as à brokerage. I have tried them out on a small scale and found them to be very good. I have vaguely considered switching our whole portfolio over there. I hesitate, though, because of the large and established companies like TD. Since you see Wealthsimple as safe as these, do you see any great advantages of these larger companies, which would be an impediment?
Thanks
Read Answer Asked by joseph on June 12, 2024
Q: portfolio strategy question

I have adopted a dividend investment strategy of investing predominantly in canadian dividend paying equities and as expected am overweight in financials, telecom and utilities, this strategy allows me to sleep well at night, I am looking at enough dividend income from the portfolio to retire on and not have to touch the principle investment.

besides the lack of diversification in geography and sector. can you give me your opinion about concerns you may have with such a strategy and what you would suggest doing otherwise ?
Read Answer Asked by Ernest on June 12, 2024
Q: It's been almost a year since I asked about this one (QTIP - Mackenzie US TIPS Index ETF (CAD-Hedged)). I've held it for over 3 years and it has certainly dropped (I'm down about 11%) and over the last 12 months it just seems to be flatlined between $ 83 and $87. Why should I want to keep this one vs. just selling it and moving $$ to something paying a higher dividend (maybe BCE or ENB) ? Or will dropping interest rate finally be the catalyst to breathe some life into this one ?
Read Answer Asked by Randy on June 12, 2024
Q: Could I get your opinion on LIF? I know the dividend fluctuates, but does it seem reasonably sustainable at current levels, what is the payout percentage, the debt levels, and what will drive the stock price higher or lower and the likelihood of each. The stock seems to have traded back down a bit recently - would you consider buying at the current level for an income oriented investor?
Thank-you
Read Answer Asked by grant on June 11, 2024
Q: I hold ZQQ for tech exposure. It has grown 33.8% over the last year. I've noticed that RBF619, a Life Science and Technology fund, has grown 39.9% over the same period even with a much higher MER - 0.94% vs 0.39%. I assume this is due to the life science component in RBF619, including high performing stocks like Lilly. Would you switch ZQQ to RBF619 or are there other alternatives that provide a better tech return than ZQQ.
Read Answer Asked by Ken on June 11, 2024
Q: Well well...the stock market on both side of the border are in the red, at least for my 3 portfolios, aka income, balance and US. What gives???....thanks for any insight you can provide about this, aka RED.....tom
Read Answer Asked by Tom on June 11, 2024
Q: Hi 5i
Has there been any news or updates to justify the recent positive price movement on shopify?
Would you be comfortable to average down at current price or is it more likely to give up recent gains? Do you think it is a big fund accumulating or just normal market activity.

Im hesitating because recent talking heads opinion seem to indicate whole market is primed for correction...Opinion on this?
thx
Read Answer Asked by jim on June 11, 2024
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