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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 folks at 5i,
My current holdings are as follows in three different accounts, (tsfa, rrsp, lira)
VTI 14.52%
VEU 8.73%,
VCE 5.85%
SHOP 5.54%,
CSU 5.11%
CYBR.B 4.73%,
OTEX 4.50%
XEG 4.47%
SIS 4.03%
SPOT 3.72%
FLT 3.71%
T 3.66%
GUD 3.46%
KXS 3.24%
DOL 2.97%
BCI 2.51%
PHO 1.78%
Fixed Income:
VSB 4.73%
XCB 4.50%
XHY 4.33%
Cash 3.58

1- I am planning on selling FLT (per your recommendation) from a previous question. Which stock would you purchase from the growth portfolio to put the cash right back at work?
2- Thinking of also selling T and adding some to VCE and the rest to buy another name from the growth portfolio. Would you be comfortable with this? Seeing that the bulk of my portfolio are in large blended ETF's. If so, which name would you buy?
3- Debating if I should keep SPOT. Initial bought it for a 5 year hold. What are your thoughts on selling and adding to VTI or maybe buy a low volatility US ETF? Or any other thoughts?
Please deduct as many credits needed. I have plenty to spare :)

Thank you
Read Answer Asked by Rino on March 06, 2019
Q: Do you still consider MX a buy after recent price surge?
What is the percentage of earning come form China sale ? Is it at good entry point now for GOOS as the Huawei event will take years to solve .
What is your 5 favorite US stocks under current environment for 30 years old with job.
Thanks for your excellent service.
Read Answer Asked by Lai Kuen on March 06, 2019
Q: Hi 5I team.

Other than XUS (15%) I really do not have much exposure to US Stocks. Would you please recommend a few US stocks or Sector based ETFs to invest about 10% of new cash. I have a few options based on Mad Money and Market Call. Any preferences of the stocks I've listed or other ETF suggestions would be helpful. My horizon is for 5+ years.

Thanks


Read Answer Asked by Abhishek on March 06, 2019
Q: Into which sector(s) or product types(s) besides cash, might you look to add weight if the economy moves negative? Bonds, utilities, staples, preferreds, etc? Don’t always feel like the old guidelines apply anymore.
Read Answer Asked by Anthony on March 06, 2019
Q: I have about 100k to invest and looking for something a little on the safer side so I was thinking of bank preferred shares. Can tell me which reset bank preferred shares you like the best.
Read Answer Asked by Leigh on March 05, 2019
Q: Hi, i’am down approximately 30%, and 50%+ on wcp. At 30% I take a look to see if it is worth holding on or just switching.
My question is would you sell any of these 4 stocks or just hang-on? Also could you give 1 or 2 alternative replacement for each ?
Thanks
Read Answer Asked by Brad on March 05, 2019
Q: Hi,
I would like to read more or get some information on how to
establish strategies to minimize my tax burden and
optimize the disbursement of my investments. Any suggestions on where to start?
Read Answer Asked by Serge on March 05, 2019
Q: If the upcoming federal budget changes the capital gains inclusion rate, would the new inclusion rate apply retroactively to realizations made before the budget announcement in the current tax year? Thank you.
Read Answer Asked by Marco on March 05, 2019
Q: This may be out of your realm of expertise but I've been following this co. for a while as it had announced a plan to do a non dilutive financing using an asset backed crypto token. It seems to be working as their latest financials show nearly $10 million in their accounts. I believe they have approx 61 million shares. Is it common for a micro cap to trade below cash value? I believe cash alone would make it worth around .16 ish. Would you be able to look into it. Thx
Read Answer Asked by Todd on March 05, 2019
Q: I am a recent subscriber to your ETF newsletter. I find it very informative. Thank-you.
I have read with great interest your articles about tax efficiency of ETFs. I have two questions: (1) If a US ETF is held in a non-registered account, I understand that there is a 15% withholding tax on dividends. However, is this withholding tax not deducted from Canadian taxes payable? If a person is in, say a 40-50% tax bracket, how big an issue is this on an after-tax basis?; and (2) Where can I find out the tax impacts for each ETF before I consider making a purchase?

Thank you again for all of your excellent advice.
Read Answer Asked by Dale on March 05, 2019
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