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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,
My BEP holding is up 70% and represents 5.2% of my portfolio. I see you are recommending trimming in your model portfolio. I was considering a trim sometime this year but I was thinking it would make sense to wait for the "free" new company shares that are being allocated later this year (1 for every 4 shares). Does this thinking make sense?
Read Answer Asked by Martha on February 12, 2020
Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
Read Answer Asked by Roy on February 12, 2020
Q: Hi
I am looking for a good Canadian REIT ETF and a US REIT ETF from the US. I understand that the Canadian REIT will have less diversification but am interested anyways. Thanks, Len
Read Answer Asked by Leonard on February 12, 2020
Q: In our RESP we now have: MX, NFI, BNS, PIF, ABT, TRP, ENB and BEP.UN. The kids are still young (6 and 5). We have ~4K to invest now and wonder what you might think would be a good addition. Are there some you would delete?

Thanks for your wonderful service, Bob.
Read Answer Asked by Lynn on February 12, 2020
Q: I purchased XBB and am looking for another fixed income etf to compliment it. Thanks, Len
Read Answer Asked by Leonard on February 12, 2020
Q: I have purposely maintained my non-registered foreign holdings (principally US) below $100K simply to avoid the hassle of reporting to Revenue Canada and completing a T1135. I now find that continuing to do so will leave me underinvested in US markets. Is there a way to get broad US exposure (i.e. S&P 500) with an ETF that would not be deemed as foreign property? Would HXS or HXS.U accomplish this? If yes is there an equivalent Nasdaq ETF?
Read Answer Asked by Steven on February 12, 2020
Q: I think the market is too complacent of the effects of the coronavirus. China is arguably the largest industrial manufacturer in the world and it has been all but shut down for the past month. I spoke to a friend whose company has a factory in China and event though it is not near the province where the virus has started, the factory is at low productivity because of worker fear and reliance on parts from other factories that are directly effected. If this were happening in North America, the markets would have sold off.
Read Answer Asked by Murray on February 12, 2020
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