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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: Can you please provide me with the rate of return of this fund. The TD graphing tool only shows the return inclusive of the 2.3% MER. My spouse was asked to vote on converting this fund TD Diversified Monthly Income fund, which I wonder if it is about the same.
Many thanks for your advice
Read Answer Asked by TOM on September 04, 2019
Q: Own in TFSA. Portfolio weighting creeping up to 40% because of cost averaging; book cost $0.60. KBLT is other materials holding at 5% port weight. I'm high risk investor 36yrs old. I plan to trim position of GGD but don't want to sell prematurely. Would you sell some/all? Is upswing result of gold price OR something else? And would appreciate your insight on re-position of proceeds into MTLO or cost average down on existing 10% weight of PHO; book cost $1.35? Great service. thanks
Read Answer Asked by Gordon on September 04, 2019
Q: Just a follow up on the XEF. Would the 37%(mostly japan) Asia component be adequate for an emerging market exposure or would you want a true ETF like the ZEM you mentioned to go along with XEF?
Read Answer Asked by JEFF on September 04, 2019
Q: I am a long term Buy and hold investor with more focus on dividend paying stocks. I have roughly 19% of my total portfolio in Financial sector. 16% of that is from financial stocks and 3% from ETFs (market ETFs financial portion). 8.2% in five (TD, RY, CM, BNS, BMO) banks, 2.5% in two Insurance(SLF and MFC), and 4.2% in financials preferred (IGM.PR.B, GWO.PR.M, PWF.PRF, BIP.PR.E). I think am Ok with my Insurance and preferred weighing. Two questions:
• Considering the current conditions, is 8.2% in five banks OK or should I trim some and invest in some other sectors?
• TD and RY have higher weighing with TD at 3.3% and RY at 1.9%, the rest three roughly 1% each, Should I sell some of TD and RY and buy other banks or something else?

In case you need my overall asset allocation:
Equity: 63%, Fixed income (including cash): 22%, Real estate: 6.5%, Preferred: 8.5%
CDN: 73% (Equity: 48%, Fixed Income: 21% and Real estate: 4%), US: 18% and Global: 9%
Four highest weighing (59%) sectors are: Multi sectors (Market ETFS): 25%, Financials: 16%, Utilities: 11%, telecom: 7%, the rest in various other sectors.
Read Answer Asked by Naren on September 04, 2019
Q: Your wild guess on the take over bid for Transat, and on scale of probability 100% is being certain, that the takeover will go through. If the deal doesn't go through do you think it price will go down to the $ 5 level? How this will be affected by Westjet takeover bid now being challenged by Air Canada. Do you see opportunity of buying either at current prices? Thanks
Read Answer Asked by Saad on September 04, 2019
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