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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: 5Iteam: If you look at the track record of phn balance d fund of which I have held off and on over the year's and allways ended up wondering why I sold. Could you give an opinion as to why anyone who wants a hands off approach to part of their portfolio would be any better off with say Plv or Vbal or even Pimco or other. Your comments greatly appreciated.
Read Answer Asked by Larry on June 27, 2018
Q: I'd like to know how much you find important to diversify through asset classes for a young investor with little financial responsabilities and a salary covering well over his regular expenses.
In my situation, I have no real estate, but 95% stocks diversified across sectors and geographies and 5% cash position to cover 8-10 months of living expenses in case of emergency. I am 27 and wondering if it is OK to have no bonds at all and focus on stocks? If one can tolerate a severe market correction-recession and has 25-40 years ahead of him, would bonds only be useful to help the investor feel more comfortable and a full-stock portfolio still be a better option?
Is the %Stocks=100-age a good thumb rule or just an overrated commonality?
If you consider one should still always hold some bonds, what would you consider a reasonable weighting for a young investor and what ETF(s) would you suggest?
Thank You!
Read Answer Asked by Julien on June 27, 2018
Q: Hello I am looking for your general thoughts on the growing MJ industry. I had purchased the HMMJ etf at the start of it's trading debut and once I had doubled+ I sold off enough to cover my initial investment. I am now playing with the house's money so to speak. With a date set for legalization I think these companies will start to have more pressure to perform and make money. If this is the case do you think a serious drop in stock valuation will happen if and when these companies don't make expectations? If you were in my situation would you sell and look to put the profit to work elsewhere? If yes then any suggestions? Please assume I am well balanced in all accounts. Deduct as many question credits as you see fit. Thanks
Read Answer Asked by Kolbi on June 27, 2018
Q: Recently NFI has shown weakness well beyond the norm. Has there been any news that might indicate the apparent flurry of selling? I am aware that some folks look to transport stock movements as a precursor of a potential weakening economy (the old saw about financial markets being a leading economic indicator). Thanks for all the help that you and fellow members provide me with. Bill
Read Answer Asked by Bill on June 27, 2018
Q: Hi, Stock price has dropped over $5 in past three days, since pricing was announced by the company, presently trading US$35 against the bought deal at US$38. I have a feeling that the precipitous drop is not just due general market pull back. Company also announced a $750 mln Bond offering on Monday. Underwriters/investors who bought 25 million shares are already under water, so who is selling and why ? Do you suggest any action in the near term ? I guess, many of 5i members already have partial or full position at higher prices by now. Thanks
Read Answer Asked by rajeev on June 26, 2018
Q: Aside from cash and gold, what do you recommend as defence while the current imbroglio plays out? I am not looking for inverse ETFs or anything like that, just the sort of thing that does a bit better in a potentially tumultuous environment but that can also be a longer term hold. Defensive yes, but no defence sector please. I am looking for individual stocks or general sectoral recommendations. Thank-you.
Read Answer Asked by Alex on June 26, 2018