skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Happy New Year and thank you for the valuable service you have provided over the last 10 years.
I am considering doing a transfer in kind from my RRIF to my TFSA of both TOU-T and WELL-T. Both are showing a loss in my RRIF (poor timing on my part), but I think a recovery is likely and that they are good long term holds. May I have your comments on whether to do the transfer, continue to hold them in my RRIF, or sell them outright and then transfer cash and add to NVEI-T which is currently showing a loss in my TFSA?
Your feedback is greatly appreciated.
JaneN
Read Answer Asked by JANE on January 02, 2024
Q: This is a general market question. I hold too many companies in my equity accounts and would like to reduce the number. On the other hand, my overall portfolio is up more than 11% over he past 3 months. I am overweight financials but I see them as benefitting from potential rate drop. Most of my holdings are growth oriented. I do hold approximately 15% fixed income, short and longer term bonds.

What would be your overall approach given potential rate drop and anticipated slow economic growth? 90% of my holdings are for long term. 10% are trades.

Take as many credits as required.

Thanks for all your help.

Mike
Read Answer Asked by Michael on January 02, 2024
Q: Regarding CASH and similar etfs:
Couldn’t the price fall if/when interest rates decrease?
I realize that in such a scenario the price may fall below NAV, but potential buyers may not care until the price falls low enough for the yield to be attractive. In this way, it seems as if they could trade similar to a long bond. If so they could hardly be considered cash alternatives. Your help in understanding this, please.
Read Answer Asked by john on January 02, 2024
Q: Happy Holidays everyone! By the time you read this the Holidays should be over and we'll be in 2024 (Question submitted after the closing bell on Friday the 29th). I wish everyone a happy, healthy and richer year.
This question concerns an actively managed Invesco US ETF not available for consultation on your website: SPGP per Invesco's literature is based on the S&P 500 Growth at a Reasonable Price Index (?). It has no holding surpassing 2.1% or lower than .85% and is re-balanced twice a year. It's performance over the last 5 and 10 years is superior to the S&P500.
It seems more favorable to long term holding and sector movements (semi-annual if any) can be quite important. Can you give us your thoughts on this etf and if it has a place in a portfolio risk wise ?
Thank you!
Read Answer Asked by Roger on January 02, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!