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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 propose a 8-9% allocation to this sector. I would sell GUD [gain] and small position in CPH [loss]; hold TD Health Sciences at 15% [good long-term performance and good cross-section of sector] and add to ISRG initial position. That would enable me to add approx. 15% to each of IHI ETF {little overlap with TD Fund], ZTS, IDXX, ILMN, and LHCG.
This is a difficult sector to pick stocks. What would you advise re allocation and selection?
Read Answer Asked by sam on January 21, 2019
Q: I currently hold Markel (MKL) for some conservative balance to my portfolio, and I have (had) high hopes as it's commonly called a 'mini Berkshire' and hey, it's insurance they always win... While my position is still up, it's underperformed relative to my expectations. Further, I'm increasingly anxious about how extreme weather events (read climate change - fires, hurricanes, floods) will effect the insurance business.

In light of the above, I have two questions:
1. How do you feel about MKL, and;
2. Can you recommend an insurance company that is less exposed to property and more exposed to life insurance, travel insurance, or other?

Best.
Read Answer Asked by Cameron on January 21, 2019
Q: Regarding the above noted portfolio introduced in the November, 2018 etf/mutual fund update, I am uncomfortable with the overweight of the financial sector. Would you please suggest some possible alternatives to the 10% allocation to ZWB. Thank you.
Read Answer Asked by Richard on January 21, 2019
Q: I'm interest in reading up more about Guggenheim Invest S&P 500 (ETF) (RSP) as mentioned by you in an answer dated January 16, 2019. When I click on the profile link, it takes me to Invesco S&P 500 Equal Weight (RSP:US).......are these ETFs one and the same?......Tom

ps....iTrade has no Guggenheim EFTs but many Invesco ETFs.
Read Answer Asked by Tom on January 21, 2019
Q: I would like to buy a REIT etf for my TFSA, to capture some tax-free income, and trying to decide among XRE, ZRE and VRE. What would be your recommendation? Or is your choice none of he above but something else?
Read Answer Asked by M on January 21, 2019
Q: TD Mgd Idx Bal Growth Port - e (TDB852). Would you consider this fund a good choice for a child's RESP, the Child would not need the money for 15 plus years. I lean towards more growth but family would prefer something more balanced. This is close to the"couch potato" method. MER is 1.27%. There are no fees to purchase this e-series fund with TD and no fees to sell after 2 months (not that it would be sold for a long time). It is a mix of their 4 e series funds (40% Canadian bond index, 23 % us index, 20% canadian index and 76 percent international index). Would you recommend something else?
Read Answer Asked by Michael on January 21, 2019
Q: https://www.theglobeandmail.com/globe-investor/inside-the-market/one-minute-portfolio-15-years-later/article37709823/

I read this article in the Globe today that appeals to me because of it's simplicity, low cost (few commissions, no MER's) etc and it's relative performance as measured by the author. I know it a very simple approach and mirrors the Buffet "Here's what you should do when I die" with my money. Would be very interested on your take of this and if you think it would be a good idea or not and why. Thanks Sheldon

(A similar article appeared in this weeks Globe)
Read Answer Asked by Sheldon on January 21, 2019
Q: Good morning. I would like to increase my fixed income allocations and would like suggestions on where best to invest additional cash. I already have enough in GIC’s and our pref shares have been suffering of late but we are below our target in the fixed side. Thank you.
Read Answer Asked by alex on January 21, 2019
Q: Hello 5i
If you were to take a large position(ie. 50% of your portfolio) in mobile payment space for a 20 yr hold, which US stock(s) would you hold?
If it is not visa could you provide why it is better than v respect to growth and safety.
thanks,
Read Answer Asked by Paul on January 21, 2019
Q: Very disappointed in yet another 5i pick in the income portfolio down substantially until a final sell recommendation is released.
You state: "With declining equity markets, lower assets under management and increasing competitiveness in the Canadian financial industry, we have decided to sell Gluskin Sheff"
My question is, why did you recommend it in the first place? All the items applied when you decided to add it to the income portfolio. Seems another stock where you were simply chasing yield without dying proper DD.
Read Answer Asked by Curtis on January 21, 2019
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