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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: Hi,
If I already own SLF, would it be too much overlap to also buy some TSU? I know they are both insurance but somewhat different? If I wanted more growth, would I lean towards TSU and if I wanted less growth and more stability, lean towards SLF? How does the valuation and growth prospects compare to each other going forward? Thanks!
Read Answer Asked by Keith on February 02, 2022
Q: Hello,
I have a general question regarding Portfolio Analytics.
At what point or range should one proceed with a rebalance either for the geographical weightings and/or the sector weightings?
For example, my geographical weightings show the following:

Increase Canada by 0.85%
Decrease U.S. by 0.65%
Increase International by 0.35%

Similarly for sector, i.e.:

Increase Technology by 0.21%
Reduce Real Estate by 0.49%
Increase Utilities by 1.64%
Reduce Health Care by 1.37%

All other sectors fall within the ranges shown above to one degree or another - only Consumer Cyclical at an increase of 0.07% is really close.
So, as a "Rule of Thumb". what kind of range should we accept as being close enough to not worry about? 0.25%, 0.50%, etc.?
For what it is worth, the portfolio is large enough that a 0.0015% adjustment would be acceptable in terms of keeping the trading cost at an acceptable level as per previous comments you have made pertaining to that aspect of the process - if that makes any sense ....
Many thanks as always!!
Cheers,
Mike
Read Answer Asked by Mike on February 02, 2022
Q: I have some new money to invest in my TFSA. I am well diversified in my other accounts, and am now wondering what to add to my TFSA. I am a senior so I would say about a 5 year time frame that this would stay in the TFSA, maybe more.
Any suggestions you have would be helpful.
Thanks so much for your help in the past, it has always proved very lucrative.
Shirley
Read Answer Asked by Shirley on February 02, 2022
Q: It looks like investors are disappointed with Paypal for another quarter. What are your thoughts? Is this a good company that just got ahead of itself in valuation and returning to earth or is there maybe a problem here. I've held shares for about 3 years and wondering if it's time to move on from this name. Thanks!
Read Answer Asked by Dennis on February 02, 2022
Q: Do I have it right that dividends of ALL stocks ending with .UN (trusts) are ineligible for div. tax credit?
Thanks
jerry
Read Answer Asked by jery on February 02, 2022
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