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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: Sheldon recently asked a question about the 1 minute portfolio approach. You answered that you would suggest a more global ETF rather than the Canadian ETF suggested in the Globe article and that it might be a good way for an investor to create a base or core to their portfolio.

Taking into account MER, diversification, holdings and anything else you think is important, could you please suggest a global stock ETF that you feel would work well as a base/core part of a portfolio?

Could you please also suggest a global bond ETF that you feel would work well as the base/core part of a portfolio?

Thank you,
Geoff
Read Answer Asked by Geoffrey on January 23, 2019
Q: MoneySense magazine just published this article listing 50 stocks. What is your opinion about these? Which would be your highest conviction recommendations, perhaps in different categories, such as income, growth, balanced? https://www.moneysense.ca/save/investing/stocks/50-top-canadian-stock-picks-for-2019-as-chosen-by-the-pros/
Read Answer Asked by Helen on January 23, 2019
Q: Hello 5I
Which one would you like best going forward as I’m looking to reduce my Tech holding to approximately 10%?
Thanks

Sylvain
Read Answer Asked by Sylvain on January 23, 2019
Q: Target allocation to Tech is up to 17%. Currently, of that amount, I have V at 34% of the sector [less than 6% of total portfolio], GIB at 22%, and the rest as follows: CSU 8%, MSFT and SHOP at 7% each, DOCU at 5%, leaving about less than 20% for investment [could go to 25% if sell DOCU].
My watchlist is broken down into;
a) Tech equipment: SPLK, SNPS, KEYS, NVDA;
b) software: KXS, TTD, TEAM.
Of course, there are so many others that you have recommended.
So, please advise on narrowing the list - building on my current holdings or otherwise.
Read Answer Asked by sam on January 23, 2019
Q: I am looking to better allocate some USD in my RRSP. I currently hold IWO and want to build on this with 3 holdings in strong US growth companies/ industries that are proven capital compounders for the long term. I am considering Google and Mastercard and am looking for one more compliment assuming you like the 2 mentioned. Also would you prefer MA over V? My timeframe is 10 years +
Thank you!
Read Answer Asked by Kyle on January 23, 2019
Q: Hi.

How many times do you think the BoC will raise the interest rate in the next two years ? Im asking this because we're renewing our mortgage soon. Im still leaning to take variable which we are in right now. but a bit hesitant due to continuing rise of int rate.Appreciate if you can give me your input on this.
Read Answer Asked by sunday on January 23, 2019
Q: I am thinking of shifting my portfolio to overweight Chinese equities such as Baidu, Ctrip, Iqiyi, NIO, JD.com, BABA, Tencent. I have a very high risk tolerance and these are all long term holds 10+ years if needed. Couple of questions, firstly any red flags in any of these names. Secondly, what do you think of Chinese equities in general? My thesis is that the Chinese market sold off aggressively last year and valuations look cheap. Trade wars seems to have been priced in and if we get some type of deal potential upside there. I know the economy is slowing, but I believe this is priced in also as thats all I hear almost on a daily basis from BNN, Bloomberg, CNBC, etc. Also, the possibility of stimulus and rate cuts seem bullish for the equities. Your thoughts? Thank you.
Read Answer Asked by Manoj on January 23, 2019
Q: I'm using XIU puts for my CAD portfolio and spy puts for my US portfolio, whenever i feel there is a market risk.
A few weeks ago one of the 5i questions was about XIU short selling for down risk protection.
My US portfolio is $290k. I'm interested in providing protection for70% of my portfolio for the next 6months. I would appreciate your opinion of how you would use the SPY short selling for that.one of the problems that i see is that you tie up too much margin and i use it when i buy risky equities ( like NLY).

Best Regards

Frank
Read Answer Asked by Frank on January 23, 2019
Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.
Read Answer Asked by Matthew on January 23, 2019
Q: I receive emails from Contrarian Outlook on a regular basis and read them with interest. This week they’ve offered 8 high yielding US dividend/ income funds with potential upside. Are you familiar with this organization at all? Do you think their picks are valid? Examples: PDI, EOS, CSQ, EVT... I’m not looking for analysis of each fund but rather if you have a general opinion of this firm.

Thanks
Read Answer Asked by John on January 23, 2019
Q: I’m looking for suggested asset allocation percentages by region. I currently use Canada/US/Foreign/and Emerging Markets
Thank you
Read Answer Asked by Les on January 23, 2019
Q: Hello, Which of these consumer staple names would you consider. I was leaning towards MRU as it seems cheaper that than the other two and the Jean Coutou acquisition sets it up for further growth. I already own PBH but thanks to last year my position is much smaller. Thank you. Shyam
Read Answer Asked by Shyam on January 23, 2019
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