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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 Team

I’m using the 5i model portfolios for the 35% portion of my overall portfolio allocated to Canadian Equites. I’ve been investing in companies from both, the balanced and income portfolios, mostly because I’m having a hard time choosing which model portfolio is right for me. I like the dividends and income provided by one but also like the growth potential the balanced portfolio provides. I’m 50 years old and plan to retire in the next 3-5 years and would like to know if there is any criteria or guidance on what model portfolio to choose?

Thank you
Read Answer Asked by Luis on February 27, 2018
Q: I have a small position in Fts and am looking at switching to Npi. Could you please check the debt ratios for each,growth prospects and payout ratios for the dividend? Would you recommend this move for a 2 to 3 year hold in a tfsa? Thanx.
Read Answer Asked by Steve on February 26, 2018
Q: Please provide your top 3 large cap US industrial stocks and your top 3 mid cap US industrial stocks.

Best,
Don
Read Answer Asked by DONALD on February 26, 2018
Q: Not sure what is happening but my last 2 questions have been marked private although this was not my intention. The first time (BUS question) I don’t think I hit the private button but the last question (BLN&RHT) I definitely didn’t choose private. Can you make this last question public (I have 2 friends who are also 5i members who want to see the response). Also have you any thoughts as to what is happening with my questions - composed on an ipad air and this didn’t happen on the old site. (It’s possibly a coincidence or clumsy fingers but I’d appreciate you looking into this). Btw, this is definitely sent as a public question for test purposes. Thanks
Read Answer Asked by Warren on February 26, 2018
Q: I would like to spend a credit to ask you to expand on your Nortel reference in an answer to a question asked on Feb 22nd. You said Nortel was a 'revenue scam'. Being a former Nortel employee & investor, with many under water shares, I am always interested in hearing & learning aspects as to why Nortel is no longer. So my question is what did you mean when you wrote Nortel was a 'revenue scam' for lack of a better phrase. Thanks … Cal
Read Answer Asked by cal on February 26, 2018
Q: Hi Peter: What is your view on Alaris Royalty as it is being traded near its 52w low, with a P/B of 1.2 and a dividend of 8.3% . Should I take a position on this one with a focus on income, and a moderate growth. I'm 62 and in the process of building up a good income stream for retirement. Thank you as always.
Read Answer Asked by DAVID on February 26, 2018
Q: Hi there, I am a balanced equity investor with a tilt towards growth and have about a 20 - 30 year outlook. I currently own all Canadian equities in my portfolio and am thinking to add a 15% position in the broader market. For a balanced, growthy investor, which ETF listed on the TSX would be best? Or is there a better alternative you could suggest? Thank you!
Read Answer Asked by Michael on February 26, 2018
Q: Am thinking of purchasing the newly launched bristol gates etf for us exposure. Any comments? Thank you
Read Answer Asked by Vineet on February 26, 2018
Q: I am a member of 5i research and want to know would I get the 50% discount if I renew
the ETF FUND UPDATE or is it for first time members only?
Read Answer Asked on February 26, 2018
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