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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: Hi,
I would like to subscribe to the Portfolio Analytics but I have already paid for the subscription till Feb 2020. How do I make partial payment
Read Answer Asked by manish on March 27, 2019
Q: Hi - looking for recommendation for ETF recommendations within my TFSA. 40% of TFSA will be for this ETF mix and 60% is in your Balanced Equity model. Long term investment horizon for me as in mid 30s. Any recommendations?
Read Answer Asked by Chris on March 27, 2019
Q: When filing your income tax return and you have to declare stocks sold in a particular tax year from an open account ( T5008) the CRA requests the Adjusted Cost Base for those stocks/sales. Can I as an individual calculate the ACB or do I have to have my financial institution provide it? If I can calculate it what backup material do I have to provide?
Read Answer Asked by John on March 27, 2019
Q: Hi 5i,
I would appreciate your thoughts on these two CDN listed ETF's that employ two different methods for creating a US Low Volatility ETF.
ZLU uses individual stock Beta and XMU optimizes for minimum portfolio Variance.
ZLU reconstitutes/rebalances once per year and XMU does it twice per year.
ZLU trading volumes appear higher than XMU but, XMU underlying US ETF is very high and high market value.
ZLU holdings are 103 and ZMU is 215.
MER's are about the same for both at approx. 0.33
I intend to use these in my RRSP and TFSA and trade them based on monthly trends.
ZLU holds the stock directly so there may be some saving in an RRSP. XMU holds the underlying US ETF for exposure.
Which one would you buy for a RRSP/TFSA?
Can you suggest alternatives that might be better for US Low Volatility sold on a CDN exchange?

thanks
Read Answer Asked by Ian on March 27, 2019
Q: What is the record like for Veritas on these types of calls ? i.e.: sell the banks.

All the best for your launch today !
Read Answer Asked by Paul on March 27, 2019
Q: Bought this one the same time I bought NFI last January: made huge pkg. acquisition and took on a lot of debt - so, stock got killed - was doing well up until then. Noticed not increasing dividend annually - maybe paying down debt., which is fine. Added to it recently to hold 2000 SHS - small % of my portfolio. Comments please.
Read Answer Asked by James on March 27, 2019
Q: Curious to hear your thoughts on starting a position in Markel (about a 3% position). The stock has got beaten up lately and from what I've read some of this weakness seems to be from the Equities they hold being down with the rest of the market when they reported earnings last. Many of these have recovered well. It looks like a good US stock for a TFSA because it doesn't pay a dividend. Planning to hold for 15+ years.
Read Answer Asked by Dennis on March 27, 2019
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