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: Hi 5i , Thansk for your great work, I recommend yo to as many people as possible. Your sits has been great for me finicialy.
I purchased $20,000 of Edge point Wealth Management 1801 over 2 years ago, I have not had any postive increases here. I am thinking of selling the fund and moving into something that is more rewarding?
Any suggestions for a replacement? Fund is in my RRSP.

Thanks, P
Read Answer Asked by Paulette on August 21, 2020
Q: This morning 5I answered a question from George on REM { Which doesn't appear to be in your drop down list when asking this question } .... 5I pointed out the heavy weighting in NLY and AGNC. As a former NLY shareholder just for giggles I took a look at it. The first thing I saw was the massive 16.35% dividend and my brain asked how the yield could be higher than the sum of it's parts. Then looking further I saw that REM had fallen in price where it would have yielded almost half as much as it does now pre Covid.....This is where I need 5I to " unravel " my logic. It appears to me that Mr. Market is punishing diversification over the make up of it's parts..... In other words by buying the ETF one is getting a discount on it's holdings.... { REM 16.35% , NLY 11.89%, AGNC 10.2% , didn't check the rest of the holdings } I'm pretty sure there is something wrong with my logic thus the question.... Is the ETF discounted to it's parts ? And if so, by how much ?
Read Answer Asked by Garth on August 21, 2020
Q: Medical Facilities seems to be attracting some attention with modest price increase and increased volume. Would you throw a bit of fun money at it or wait for it to accelerate.
Read Answer Asked by joe on August 21, 2020
Q: I have both BAC & RF both of them are slightly higher than my cost. I would appreciate your opinion if selling both of them and buying SCHW would result in a better growth opportunity.
Thanks
Read Answer Asked by Saad on August 21, 2020
Q: Good morning, Portfolio Analytics suggests we (as elderly seniors) lower our Utility holdings by 6.32%. Currently, we have:
AQN 3.9 %, BEPC 3.5%, BIP.UN 4.6%, H 2.2%, SPB 1.8%. Firstly is there a holding I could eliminate? If not should I just lower the larger percentages? All are in RRIFs.
Second suggestion from Analytics is to lower telecom by 3.54%. Currently have BCE 4.2%, T 3.5% and GOOG 4.2%. T and BCE are in RRIFs. GOOG is in an unregistered account. I have always looked at GOOG as technology sector. Any comments. Thanks for your expertise.
Ted
Read Answer Asked by Ted on August 21, 2020
Q: Would you please mention other renewable energy corp. in US and Canada. Thanks for your incredible service. Jim
Read Answer Asked by jim on August 21, 2020
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!