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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 own this stock, have bought it at a low price so I'm still even on it. Don't need the cash but don't want a dog either. Do you think this has long term upside ? Buy, sell or hold ?
Read Answer Asked by Bernie on May 08, 2024
Q: I looked up a statistic from Morningstar called "Annual Portfolio Turnover". For VFV it is 3.47% and for VSP it is 26.1%. The passive index is the same but VSP is hedged to the Canadian dollar. Can you help explain what is included in this statistic? (AUM changes?, stock additions/deletions?, hedging? etc)
Could you please give me an example of situation where one might see 150% for an active ETF or aggressive mutual Fund? Thanks.
Read Answer Asked by Ian on May 08, 2024
Q: Further to my question on the ability of Shopify to regain its lost glory and confidence among investors, there is another thing that intrigues me . i.e. in your balnced portfolio, among all stocks, Shopify has the lowest return since inception of 2013 ( -20% as of April24). There must be some strong reason for its continued (despite good top and bottom lines! )poor show which we common investors fail to gauge. But it seems to have escaped your eagle eyes too. So the question is whether its portfolio rating of A- is a much inflated one and needs to be revisited.
Read Answer Asked by Sriram on May 08, 2024
Q: As an older investor, I am considering a gradual move from mostly individual stocks to a fully ETF portfolio. My thinking is to allow management simplicity for my wife in the event of my death or disability. Seeking dividends predominately but also a representation of growth. Can you please suggest an array (portfolio) of ETFs that I could begin migrating towards? As always, your advice is appreciated. thank you
Read Answer Asked by alex on May 08, 2024
Q: I have these ETF's in my portfolio, although they are a small percentage. I am wanting to do a clean up of most of my partial holdings in individual stocks and purchase more ETF's. I was going to add VIG as well. Could any of these ETF's be replaced with better ones or not bother with them, and what others do you suggest to compliment them for an income investor who wants to see a little growth as well in a well diverse portfolio? Thanks.
Read Answer Asked by Pat on May 08, 2024
Q: Help me!
My wife and I have a competition running in our TFSA accounts, which we started a few years back with the same cash balance. She is using the classic passive ETF strategy, except we got pissed off with bonds and moved that portion into QQQ/ICLN (TDB900, 902, 911 & QQQ, ICLN)
I am actively (quite low turnover) trading CDN and US stocks and ETF's
She is handing me my ass!

My current holdings in the CDN account are ATS, BAM, BN, GSY, KXS, XIT, PBH, WELL, WSP and US account AAPL, TFII, VEEV

Ignoring sector allocations (which i still need to look into), please advise any Buy, Hold or Sell recommendations for my current holdings with a 5 year horizon
Read Answer Asked by Jim on May 08, 2024
Q: Hello 5i,

I am a new member OF 5i research subscription. My question is generic in that, I would appreciate your view in principles regarding selling stocks.

In general, when and why an investors should sell stocks .
Looking forward to your answers. Thank you.
Read Answer Asked by Yves on May 08, 2024
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