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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 would appreciate your thoughts on how one should diversify his investments geographically, (Canada, United States, and Internationally). What do you think would be the percentages I should allocate to each area? I realize allocation is a personal decision but I'm looking for some kind of general guideline. I consider myself to be an average investor and therefore willing to accept some risk.
Being a member of 5i, and following your guidance, I think I have the my Canadian investments under control but I would appreciate some help for the U.S. and international allocations.
I would also appreciate it if you would suggest your favourite ETF to invest in the United States and internationally.
Read Answer Asked by Les on October 19, 2017
Q: Hi Peter and team:
Two of the companies in my small cap portfolio, Acuity
Ads and TSO3, have performed badly for me in the last year. I am down 50% on AT and down 40% on TSO. I am willing to be patient but wondering if this is a recovery that could take many months, if not years, which is too long for me. Do I hang on, or are there other small cap stocks with promising technologies that may be preferable with a shorter timeline to success? By the way, I own PHO after reading your reviews, which has worked out well for me, thanks.
Pierre
Read Answer Asked by Pierre on October 19, 2017
Q: I need some International ( outside Canada) exposure. Please suggest one or 2 dividend paying ETF's. US exposure ok, but mostly outside North America.
Thanks Team
Read Answer Asked by Frank on October 19, 2017
Q: I am 53 years old. I have worked 31 years in my Federal Government job, making $100,000 + a year. I will have a defined benefit pension. Currently, I have a $200,000 in an RRSP, self directed,with 100% in equity divided 60/40 between CANADIAN AND US dollar investment. I am planning to retire in 2-3 years.

With this in mind, I want to rebalance my portfolio to make it more conservative. What ETF funds/percent allocations do you recommend to build the fixed income/bond portion of my portfolio both on the Canadian and US side of the house? What funds should I buy (Canadian and US) and how much should I buy of each?

Thanks in advance.
Read Answer Asked by Donald on October 19, 2017
Q: Hi. I have a overweight position in BCE which I have a 3% profit plus dividends over the last year. I'm looking to sell half the position to try to get a bit more growth in the next year, while still maintaining a good dividend. Can you suggest a couple names in a sector with a bit more momentum. I already have a lot of financials. Was thinking Chartwell?
Read Answer Asked by Jamie on October 19, 2017
Q: I have noticed that Questor's stock is hitting 52-week highs and the average trading volumes are on the rise over the last 3 months. Given its seller financial results year-to-date, rising market cap and strong balance sheet and its clean tech business, do you think the stock will get more attention again from bigger investors like it once had?
Read Answer Asked by Charles on October 19, 2017
Q: Hi Folks,

I'm interested in purchasing 1 or 2 of the FAANG stocks for a long term hold. How would you rank them at this time? Do you consider all to be good buys at today's prices?

Thanks as always...

Dennis
Read Answer Asked by Dennis on October 19, 2017
Q: "I have 300k to invest, I am 65 and plan to live off the dividends. Should I invest all in or do doll cost averaging? What are your recommendations? Thanks so much for the great advice.
Read Answer Asked by Jennifer on October 19, 2017
Q: I have chosen ten stocks from John Heinzl's dividend growth portfolio which are: AQN-T,AW.UN-T, BCE-T, BMO-T, DGRO-N, EMA-T,FTS-T, T-T, TD-T, TRP-T. From my previous question you had suggested these 10 Canadian dividend stocks: PBH, ZCL, SIS, FTS, GSY, ENB, ET, BEI.UN, AQN, and T. My question is should I invest in the 20 stocks or would I be better off sticking to the 10 suggested by 5I?
Read Answer Asked by Jennifer on October 19, 2017
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