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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: I am looking to move some cash after a year end portfolio clean up. I am considering 25% in each of VSC and VSB, 25% in PMIF, 25% in XHY. Would you recommend different ETFs and/or % allocations?

Thanks for you dedication
Merry Christmas to all.
Read Answer Asked by Warren on December 20, 2017
Q: In order to build some exposure to the U.S. Market I am considering investing 30% in VUN, 30% in VGG and the rest in VGG. Would you consider any changes to the above selections and allocations?

Thanks to the team
Merry Christmas to all.
Read Answer Asked by Warren on December 20, 2017
Q: Peter,
Sincere thanks to you and 5i for all the great advice. Checking this morning WSP, TD, SIS are our biggest holdings, and WSP, SIS, & PEO our current biggest net gainers. Would never have thought about WSP SIS, PEO or most of our other holdings without 5i. A fantastic and humbling service.
Merry Xmas and all the best for 2018 to you and your staff and families.
Paul


Read Answer Asked by Paul on December 20, 2017
Q: Having been a member for a long time, I have accumulated a lot of favorite questions. A lot of these are now obsolete. Is there a quicker way to delete a block of these rather than just going back to the earliest pages and undoing each heart (one by one) on the page and then clicking on the next page. My main goal is to free up some memory on your servers.
Have a good holiday season
Read Answer Asked by Paul on December 20, 2017
Q: hello 5i:
can you comment on the ETF above please? And, can you list the Canadian equivalent, assuming there is one. Would this ETF pursue a strategy you would endorse?
While many have expressed their satisfaction with the service (ditto for me), I'd like to commend Peter on the vision and drive necessary to grow what has become a top notch service. And looking back to the beginning, hasn't it been a fun ride?
thanks, and Merry Christmas
Paul L
Read Answer Asked by Paul on December 20, 2017
Q: My 29 year old son has $40,000 in a tfsa all in cash. So far, he has little interest in investing. I'm thinking as a possible way to get him interested (and to at least get some kind of return) of suggesting to him that he put $35,000 into a Cdn equity etf and $5,000 into a growth stock. (I would really like for him to just put it into say 4 growth stocks but if the whole thing tanks it will be "dad's fault".) He also has his employer DC pension plan (2 or 3 years in) in which he's invested in life-cycle funds.

Could you recommend an etf and stock for his tfsa? Or would you suggest some other completely or slightly different route to go with his tfsa? Thank you.
Read Answer Asked by William on December 20, 2017
Q: To establish a more passive approach for my Canadian holdings I am considering investment in the following ETFs. VCN 25% (core), MAW106 25% (core). MKC 30%, and HEW the remainder. Would you consider any changes to the above selections or allocations?

Thanks to a dedicated team
Merry Christmas to all.
Read Answer Asked by Warren on December 20, 2017
Q: What are your top picks in resources
Thanks
Read Answer Asked by James on December 20, 2017
Q: Can you provide assistance with 2-3 US names you would consider "balanced equity" and 2-3 for "growth".

Thanks.
Read Answer Asked by Chris on December 20, 2017
Q: I took a recent position in my RSP account on HLP-U which is now WHIVF in my portfolio. I went to buy more today and received a warning message from RBC "That I am attempting to buy a security that may be non-qualified in a registered account, CRA penalties may apply" and saying to contact my broker so I am contacting 5i instead as you'll likely know more than the guy answering the phone at RBC. Is this holding a concern in a Registered Account and if so why?

Thanks,

Craig
Read Answer Asked by Craig on December 20, 2017
Q: Re. Craig's question about HLP.U. I think it contained a typo: when he said he got WHIVF he probably meant MHIVF. I also bought HLP but my account showed that I purchased MHIVF. Its the same company but instead of receiving the TSX-listed shares as requested, we received US OT-traded shares. (mine not in registered account and I didn't receive the warning that he mentioned).
RBC's explanation was: "Please know that this is only a system limitation and does not impact your actual trade."
Does that make sense to you? I'm guessing that when I place a sell order they will try to transact on the lower volume OTC which may not be the best option for me.
Read Answer Asked by Peter on December 20, 2017
Q: Milan's question and comments about Warren Buffet's advice to his wife for investing after he passes away makes me wonder: Since DAY 1 (or there abouts) can you tell if he has beaten the market and if he has by how much?

Thank you for your answer; and thank you for a very good year $$$; and best wishes for a merry Christmas and a wonderful New Year ... in every way.
Read Answer Asked by Donald on December 20, 2017
Q: I currently have CSU, DSG, ENGH and ZQQ in my IT stocks. I want to add one more, thinking of KXS, PHO or SHOP. Can I have your thoughts on which to add. Thank you, Stephen
Read Answer Asked by stephen on December 20, 2017
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