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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: On Portfolio Analytics, if my understanding is right, you screen all portfolios (TFSAs, RRIFs, US accounts and etc.) then make a total evaluation of the entire portfolios together.
Read Answer Asked by Herbert on March 28, 2019
Q: Are the fees for the Portfolio Analytics membership tax deductable
Read Answer Asked by Bruce on March 28, 2019
Q: Hello and congratulations on the new portfolio analytics roll out. I have started to enter my data. I notice the system allows Unregistered, RESP, RIFF, RRSP and TFSA. I have a LIRA should I enter this with my other RRSP holdings? I am also wondering about my wife's accounts. Should I lump them in with my holdings or is there a way to separate them? Thanks as always
Read Answer Asked by Frank on March 28, 2019
Q: Your new portfolio analysis tool sounds perfect for me. I am my own advisor (with help from 5i). So I have signed up. I wonder how I should approach the questionnaire on what my risk level is. For our RRSP’s I am a conservative income seeking investor. For TFSA I am a growth investor. In a smaller non registered account an aggressive growth investor. I should add I have a very good defined pension.
Read Answer Asked by David on March 28, 2019
Q: Hi there 5i. With a pending takeover; I am wondering if there is an opportune time to sell my shares in GS or if I should hang onto them in the event there is an increase in value or a trade off in shares of the buyer, or are there other options? I am currently down approx. 13%. Thank You so much for your excellent service. Glynn
Read Answer Asked by Glynn on March 28, 2019
Q: Hi 5i:

I have a full position in KXS. Looking to add one of the above as a full position. Which one would you recommend and why?

Thanks,

Docsinc
Read Answer Asked by Tom on March 28, 2019
Q: What is your view on the VNR takeout. Seems to me there could be a good chance for a rival bid as the premium is not huge and there has been considerable corporate activity(buyouts ect.) in the North American utility space. Do you expect this is a done deal OR potential bidding war?
Read Answer Asked by Robert on March 28, 2019
Q: Hello
Can you explain what is standard deviation and how does one calculate it? I am trying to understand how to calculate it when it comes to options especially for selling put options?
Read Answer Asked by pietro on March 28, 2019
Q: does your new service provide daily gains/losses? also can it be used as a watchlist? ie does it accept indices , commodities, currencies ,or other items with but no positions?
thank you.
Read Answer Asked by adam on March 28, 2019
Q: Sorry for this repeat question. I have a bunch of cash in CAN and US dollar accounts that I want to be more productive and I cannot find the right ticker symbols.

Last year there were several question/answers regarding money markets from TD Waterhouse for both countries. Are you able to find
those ticker symbols?
Read Answer Asked by joe on March 28, 2019
Q: I currently have 20% fixed income in my portfolio. 10% is laddered GICs and the other 10% is in ZAG ETF. I'd like to add another 5% to fixed income and was wondering if you think XIG would be a good source as it adds some US exposure and a slightly higher yield. How risky would it be? Or do you have other suggestions? Please note that I am not interested in junk bonds.
Read Answer Asked by Carla on March 28, 2019
Q: Are we able to track RDSP accounts through your new portfolio analytics tool?
Read Answer Asked by Bob on March 28, 2019
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