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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: 5i

Want to add to my RRIF as I do have cash in the account. RRIF is composed of Financials-45%,Energy 22% and Healthcare 22%. Industrial 7% and Telecommunications 7%. Of the 2 stocks, Bip and Bep which would be the better choice or do you have any other recommendation. I do like the payout on both bip and bep

W
Read Answer Asked by Wayne on October 03, 2016
Q: Planning to add 2 of the suggested utilities to a growth portfolio or alternates that you might suggest & the rationale. Thank you.
Read Answer Asked by Robert on September 25, 2016
Q: Long term for increasing dividend which of the above would you hold? They pay a similar dividend and have performed similarly over the past 5 years. The taxes are less for ENF compared to BIP.UN when held in a nonregistered account however like I do. Thanks.
Read Answer Asked by Michael on September 16, 2016
Q: Hi,
I am retired and 63 years old.
I have 50K in ALTAMIRA HIGH-INTEREST CASHPERFORMER - F
NBC200 in my RSSP waiting to be deployed. I will not need that money for the next ten years. I told my broker that this investment was not even keeping up with inflation.
He suggested to buy CUF.un (20000$) and PWF (30000$).
Would you think of better alternatives?
Thank you
Read Answer Asked by Serge on September 13, 2016
Q: Hi Peter and Gang,

My holdings in companies under the Brookfield brand (BAM.A, BBU.UN, BIP.PR, etc...) account for about 15% of my portfolio. Although these companies are in different businesses altogether, I am just wondering if there is too much concentration on the Brookfield brand. Your thoughts and comments would be appreciated.

Harry
Read Answer Asked by Harry on September 12, 2016
Q: Hi 5i,
Although they have both been good investments, it seems that since 2010 BIP units have outperformed BEP units by a decent margin. Are the profit margins lower in BEP's focus area or is there something about the energy project investment arc that delays returns in the renewable energy space? I'm wondering what the BIP unit outperformance is attributable to and whether it is a factor that is likely to continue or whether, in the future, BEP is more likely to keep pace, or even to do a little catch-up. I'd be interested in any thoughts you may have on this. Thanks!
Read Answer Asked by Lance on August 19, 2016
Q: Which of the Brookfield funds do you prefer for a retirement income portfolio. I'm looking for something with reliable income and some capital growth. Is this a good time to buy any of these funds as they have had quite a run, should I wait for a pull back?
Thanks
Read Answer Asked by Nancy on August 12, 2016
Q: I currently hold BPY (up 50% over cost) and H&R in my portfolio 4% and 3% respectively.
I am considering swapping BPY for BEP for the additional income. Your thoughts?

I also plan to crystallize my capital losses and purchase the following ETFs:
Non registered:
ZPW – US Put Write
ZWE – Europe Covered Call hedged to CAD.
ZWH – US covered call
CPD – CAD preferred
XRE – Capped REIT

Registered (RRIF):
PGX:US – Preferred.

Each would constitute 2% - 3% of my portfolio. Diversification is my intention, but risk and surety of income is the primary consideration in all of the above noted.

Again, your thoughts.

Thank you for considering my questions

Gail
Read Answer Asked by Gail on August 02, 2016
Q: Hi 5i I notice members are asking about renewable energy companies. I would like to add 2 renewable energy companies to my portfolio, at present I have none. I'm a very long term investor, something like till the day I die. Thx for your wise advise, I was starting to believe in the " sell in May and go away " but this year staying with the market has been very good for me thanks to the 5i group. Thx again Gerry
Read Answer Asked by Gerry on July 20, 2016
Q: Thank you 5i for your excellent service!!!

I have divided up my portfolio into thirds.
One third is a diverse group of ETFs.
One third is cash and a group fluid group of stocks made up primarily from stocks you recommend. SJ, CCL, SIS, KXS... etc.
One third is made up of the seven stocks listed above. Do you have any concerns about any of these being a long term hold. I know Magna is cyclical but is that a concern?
Cheers,
Bryan
Read Answer Asked by Bryan on July 19, 2016
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