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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: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).

I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.

I have a 20 year time frame and comfortable with some risk.
Thank you.
Read Answer Asked by Dave on February 13, 2019
Q: The balanced model portfolio report has the wrong jan 31 closing prices ccl sis pbh gc are only ones i checked.
Read Answer Asked by andrew on February 13, 2019
Q: Hello team. I have some cash to add to my TFSA. My current sector allocations are:
Cons cyclical. 23.36%
Technology. 19.81 %
Financial Services. 16.93%
Energy. 12.6 %
Healthcare. 10.02%
Industrials. 9.86 %
Basic Materials 3.49 %
Utilities. 2.71%
Real Estate 1.21 %
All shares are on the TSX/TSXV exchanges. Which sectors are over represented, under-represented or missing ? Please give me some suggestions to add to the under-represented sectors and some to start a non-represented sector so I can balance a bit.
Thank You
Clarence
Read Answer Asked by Clarence on February 13, 2019
Q: Hello 5i,
Which ETF for exposure to Canadian utilities is preferred? Is there a preferred US or global utility ETF available that could be held 5+ years.

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on February 13, 2019
Q: This is the 4th. Quarter that Absolute beat the forecasts. Would you be buying into the strength?
This growth story has a 4% dividend which is a nice topping on the cake.
I am thinking of a 2% to start.
What is your price forecast?
Read Answer Asked by Josh on February 13, 2019
Q: Hi.

XIU is mentioned in your latest newsletter (February 10 2019 I Volume 25 I Issue 2) under 'iShares S&P/TSX 60 (XIU)', but XIC is used in all three of your model ETF portfolios. Can you explain which one you prefer and why.

Thank you.
Read Answer Asked by Paul on February 13, 2019
Q: Hi.

Currently moving my portfolio from mostly stocks to mostly ETFs. Was reading your latest ETF & Mutual Fund Update newsletter (February 10 2019 I Volume 25 I Issue 2) where I read this under 'Exchange-Traded Funds For Your RRSP':

'When it comes to Canadian-listed funds that hold U.S. equities or hold U.S.-listed ETFs it is best to avoid them because U.S. dividend income is taxed on your behalf.'

I also see XHC (CAN), listed in your Growth ETF Portfolio (Oct/11/2018), has only one holding: IXJ ETF (USA). Based on above, would it then not be better to hold IXJ directly in a USA $ RRSP account), if one is not concerned about CAN/USA $ hedging?

Thank you.
Read Answer Asked by Paul on February 13, 2019
Q: Hi 5iR TEam, I am struggling a bit with the concept of having a diversified portfolio, versus holding the highest quality stocks regardless of their sector. Ok, as a practical example I already own GIB and KXS and would like to add ENGH. The result for my portfolio would mean I'm overweight in the Technology sector. I have been overweight the Financial Services (Banks) for years and never regretted it. Is there an argument to be made for over weighting a sector when you can select high quality stocks and can't find that same quality stock by diversifying?
Lastly, am I correct in assuming that ENGH, GIB, and KXS are some of the best IT companies trading on the TSX.
Thanks Team. Cheers, Chris


Read Answer Asked by Chris on February 13, 2019
Q: Hi Team,
I have been averaging up on Google since 2013 and I am currently up 90% and it now accounts for about 8% (in C dollar) of my total portfolio. I am just wondering if I should take some money of the table (my risk tolerance level is above average). Your thoughts on this would be much appreciated.
Cheers,
Read Answer Asked by Harry on February 13, 2019
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