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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: Peter and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait
Read Answer Asked by Ernest on September 18, 2017
Q: Hi Team,
Lithium has been on a roll for a while. There are two ETFs and one company that appear to get more coverage in financial news; they all have been steadily rising.
Would any of the mentioned names be viable for investment at this point in time or would you have additional recommendations?
Thank you for your input!
Read Answer Asked by Sigrid on September 18, 2017
Q: Hi,the great team, thanks for your advice always. My question is if one wants to start a new position in a diversified portfolio, which one preferred : wft vs cfp, toy vs doo and why? thanks .
Read Answer Asked by victor on September 18, 2017
Q: Hi the great team, short term volatility seems to related to actual quarterly earning vs its estimated. In your portfolios, which stocks have good record of beating estimates most of the time and which stocks don't. thanks.
Read Answer Asked by victor on September 18, 2017
Q: Hi 5iResearch Team,

I have started a position on SHOP since this past January and have been adding to my position since. I am currently up by about 100% on my total holdings and now it accounts for about 5% of my total portfolio. I am debating if I should take some money off SHOP and put the proceed on something else (preferably with a dividend). May I please have your thoughts on this and if you can also recommend a company to buy with the proceed from the sale of SHOP should I decide to trim my holdings on SHOP>

Best Regards,
Read Answer Asked by Harry on September 18, 2017
Q: Hi there. I have accumulated about 4K in cash in my TFSA that I am looking to place in either 1 or 2 growth options. This is would represent about 15% of portfolio. I'm 35 so risk tolerance is fine.

Currently have GUD, AQN, KXs, LNR, VEE, and FIRE

Would US exposure be a good plan given the current exchange rate and diversification?

Thanks

Read Answer Asked by Ryan on September 18, 2017