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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: I have trimmed my real estate holdings to 10% of my stock portfolio with 5% in each CIG and FSV. However, I am wondering if I should be taking into account my commercial & residential real estate outside of my stock portfolio? They do generate monthly income and I don't want to sell the properties. Perhaps I should not hold any real estate in my stock portfolio?
Read Answer Asked by stephen on June 30, 2016
Q: Hi 5i team

I am transitioning my stock port to more look like your balanced growth one. I have MG as of today plus BNS,ENB ALA HR.UN , BEP.UN, AAPL DIS GOOGL NA IGM TD G SLW THO SU CPG POT and very small amounts (under 1% ) in a few dogs TV AVO ESN. Any point in dumping TV and/or AVO at 50% loss? I am over 20% cash and would like your suggestion on any other sells plus which names from your list to consider adding.

Thanks a lot
Read Answer Asked by Greg on June 30, 2016
Q: SNC has been performing well since the last 5 months which is reflected in the recovery of the share price and seems to me it's just a matter of time before it gets to new highs. However, from your answers to the SNC questions that I've read you don't favor this name at all and prefer STN and WSP. Please explain your point of view given the stock performance to date. Thanks in advance.
Read Answer Asked by Iskandar on June 29, 2016
Q: One more question regarding asset allocation in my RRIF-- how would you rate a 50/50 split of XBB and CBO as the bond component? Given all other factors remain the same. Thank you!
PS - loved the question "what makes 5i so great?"
You provide fabulous service and take some of the angst and mystery out of investing.
Read Answer Asked by Jen on June 29, 2016