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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: Hello Peter & Team,

I noticed you added REAL.CA to the Growth Portfolio in the past month or so at 12.95. It's down slightly since. (ask today is around 12.28) I am considering adding a position to my Portfolio in consideration for how well I have done in following other Growth Portfolio additions you have made. My question is... what your reasoning was behind adding REAL to the 5i mock portfolio and, have you seen any changes to their story since doing so that you feel reflects negatively or positively on your decision?

Thanks for all you do

gm
Read Answer Asked by Gord on January 15, 2020
Q: The Vision Strategic Opportunity Fund and the Vision Opportunity Fund Class A units are 2 funds that interest me.
I would appreciate your thoughts on how risky they may be and what the pros & cons would be as well.
Thank you,
Nick



Read Answer Asked by Nick on January 15, 2020
Q: I want to get a position in the cc area on the cashless system as we use very little cash and feel the future for Visa ,amex ,PayPal etc.is very bright. Please advise which you consider the best company for capital preservation as well as appreciation.
Cheers,Doug
Read Answer Asked by Doug on January 15, 2020
Q: Good Day Team
I have held these two stocks for a few years and have never seen them go past the level that I purchased them for.
So have been on the sinking end. I want to grow my portfolio and these seem to be losers.
Should I hold on to them or is it time to sell.
Thank you,
John G.
Read Answer Asked by John on January 15, 2020
Q: Building up my ETF portfolio and have some cash to deploy. Of XEF VE and SPY which is the best one to add right now. Crystal ball yes...balanced follower, 5 year time horizon. I am currently over allocated to Canada and on target for emerging markets a little light USA and international. Likely to buy a bit of each if not strong case for one in particular.
Read Answer Asked by Tom on January 15, 2020
Q: Looking for couple of stocks or ETFs with a 4%+ yield to add to an existing RESP. My time frame to hold would be about 4 years and the weighting would be about 5% of my portfolio. I am fairly well diversified so do not have any sector preferences, just want something lower risk that I can hold for a few years that will pay a decent dividend.
What would be your recommendations?
Many Thanks.
Read Answer Asked by Marie on January 15, 2020
Q: How do you view the above companies to boost yield, energy weighting and opportunity for capital gain. My objective is to minimize total equity exposure while achieving a targeted yield by seeking out more potent dividend names with good upside potential. Thanks.
Read Answer Asked by Curtis on January 15, 2020
Q: Happy New year Peter & Ryan!

Very happy with the Growth portfolio performance last year. Quick question on the US ETF exposure. What is the argument for taking the growth 'style' IWO over IWM or the value based IWN?

I know the performance has been better for Growth in the last 10 years, but most of the perhaps 'dated' literature I've read suggests value biased ETF's tend to do better over the long haul and would be curious to get your opinion.
eg) https://tandfonline.com/doi/abs/10.2469/faj.v55.n5.2300)

Thanks!

Read Answer Asked by Elliott on January 15, 2020
Q: I have small positions in these companies and they are down by about 50%.
Are the dividends secure in your opinion? I am just deciding to add or sell. Do you think there might be a turn around in this sector over the next year?
Read Answer Asked by BRYAN on January 15, 2020
Q: I would like to replicate your growth portfolio in one of my investment accounts. I'm using wealth simple trade so there are no commission fees for transactions. How much of each do I buy? I'm a little confused as to how to get in on the portfolio right now if I don't currently hold any of the stocks.
Read Answer Asked by Danielle on January 15, 2020
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