Investment Q&A

Q: I would like to consider ESG (Environmental, Social , Governance) Factors in investing, a.k.a.. Sustainable or Socially Responsible Investing. Do you have any reports or suggestions on companies to consider in a portfolio? Or which services might be available in the financial community to consider for screening potential stocks?

Q: Recently signed up with 5i and I appreciate the information provided. My first question ... I am reducing the risk in my portfolio in anticipation of a market decline over the next 6 to 18 months. Part of which includes increasing the allotment cash/bonds so that I can reinvest in equities at the appropriate time. Over the summer I've moved into some HFR,XBB, HTB. I would like to get some yield but I do not need the cash flow for years down the road. What are your thoughts on these 3 choices for risk reduction and capital appreciation when the market corrects?

Q: Hello. What stocks would you recommend for someone who wants to start a new balanced but concentrated portfolio of only 10-13 stocks? Thank you!

Q: I have a US portfolio that I'm doing my dog on best to model a balanced portfolio. It is diversified over 7 sectors of the S&P and represents 17% of my Cdn balanced and income portfolios. There are 20 positions and I am rebalancing and re-deploying 13% cash. At this time of the cycle and going forward with a 5 plus year timeframe and to complement CDN holdings, what weightings would you suggest I consider for these sectors - Communications, Consumer Discretionary, Consumer Staples. Health Care, Industrial and Technology?...thanks for all the guidance......Tom

Q: Hello 5i
I just sold a small amount of Precison Drilling to recuperate a tax loss. I don't really want to keep anything like this permanantly in my portfolio but was hoping to buy it back in 30 days in order to get back at least what I paid for it. Is there any other stock that I could use as a substitute in the meantime?
thanks

Q: Does it make sense to sell TD for BNS I bought TD for 60.40 a share Thans

Q: I am Following your balanced portfolio. There are significant losses in AEM and WCP and both are a tax loss opportunity. I am considered changing these for KL and PXT? The later two have much better momentum and I think look much better on their technical charts over the last 3-5 years. Both are less than 3% positions each. What is your opinion?

Q: Would you buy QTRH and PTG today for income and growth and could you suggest a couple more on your small cap radar that look good . Thanx Robbie

Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom

Q: Hello,

I'm putting some new money to work in my tfsa, would you initiate a half position of each? Or do you prefer a full position of one? Account is already diversified. Thanks again.

Q: Sell DOL for capital loss replace with ATA and TFII.

Any problem with this

Thank you

Q: What is your opinion of Alta Gas considering recent changes within the company, given its strong, consistent returns.
Thanks Mike M.

Q: As a long term growth holding in a TFSA, which of these companies would be your favourite?

Q: A comment.ALA keeps on dropping,& after market close on 9/14,announced sale of some 43.7m shares of TWM @ $1.45($1.47 c on 9/14)

Q: My direct investing account shows a time weighted and a personal gain. Can you explain the difference in terms a financial luddite can understand? Many thanks for this extremely useful and reassuring site.

Q: Can you tell me if anything serious is happening to this company it seems to be heading lower and lower every day.
Thank you, Mary

Q: any idea why TSGI would not update about Skybet?

https://assets.publishing.service.gov.uk/media/5b9a8f91e5274a13830db86e/revocation_order.pdf

Q: I see the CMA has lifted its initial enforcement order agains the merger of Stars/Sky bet.

Some good news for the peeps!

Regards,

KC

Q: Hi 5i
I know you typically add ones equity ETF`s plus all individual stocks to determine the total equity exposure in ones portfolio , but I'm not sure what the best method is to determine max exposure to any one stock when ETF`s make up a good chunk of the portfolio . There are some ETF`s that you would want a greater percentage then maybe the 5% max you might want for most of the individual stocks and some you might not want more than the 5%. . So if i have determined that i don't want more than a 5% waiting in any one equity do i add up all ETF`s and individual stocks and calculate the 5% or am i best to calculate the 5% number just on individual stocks since ETF`s are inheritantly diversified anyways ? Thanks in advance for your clarification .
Bill C

Q: Hi,
I noticed a question about the correct way to draw trend lines and can offer an excellent site called Stockcharts.com to answer this question in detail. The site allows you to use an interactive tool to position a trend line on a price chart, as well as an extensive 'chart school' area that should prove helpful in this instance.
As always, we appreciate all your answers to our questions - so in the rare instance we might be able to offer a suggestion, we do so with great delight.
Dawn